Add Arizona LIHEAP Standard benefit

changelog.d/az-liheap-wave1c.added.md

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+Add Arizona LIHEAP Standard benefit (az_liheap): FY2026 regular benefit from the points worksheet with the greater of 60% state median income or 150% federal poverty guideline income test and TANF or SNAP categorical eligibility.

policyengine_us/parameters/gov/states/az/des/liheap/eligibility/categorical_programs.yaml

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+description: Arizona treats a household as categorically eligible when a member receives one of these benefits under the Low Income Home Energy Assistance Program.
+# Section VI.A.6.b.i: "If one (1) Household member's current enrollment in Cash
+# Assistance or Nutrition Assistance is verified, the Household will be
+# considered categorically eligible." A positive modeled benefit stands for
+# current enrollment. The FY2026 plan (Section 1.4) answers No for SSI and for
+# means-tested veterans programs.
+values:
+  2025-08-25:
+    - snap
+    - az_tanf
+
+metadata:
+  unit: list
+  period: year
+  label: Arizona LIHEAP categorical eligibility programs
+  reference:
+    - title: "Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Categorical Eligibility definition and Section VI.A.6.a-b #page 3-4,7"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=3
+    - title: Arizona LIHEAP FY2026 State Plan, Sections 1.4 and 1.4a (TANF and SNAP yes; SSI and means-tested veterans programs no)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=5

policyengine_us/parameters/gov/states/az/des/liheap/eligibility/fpg_rate.yaml

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+description: Arizona limits countable household income to this multiple of the federal poverty guidelines, when that arm exceeds the state median income arm, under the Low Income Home Energy Assistance Program.
+values:
+  2025-08-25: 1.5
+
+metadata:
+  unit: /1
+  period: year
+  label: Arizona LIHEAP federal poverty guideline rate
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.A.6.c.i (gross income at or below the greater of 60% of the SMI or 150% of the FPL)
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=8
+    - title: Arizona LIHEAP FY2026 State Plan, Section 2.1 (household sizes 10 and over at 150.00% of the HHS Poverty Guidelines)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=9

policyengine_us/parameters/gov/states/az/des/liheap/eligibility/fpg_year_lag.yaml

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+description: Arizona uses federal poverty guidelines from this many years before the modeled program year for the income limit under the Low Income Home Energy Assistance Program.
+# Verified for FFY2026: Appendix A's household sizes 10 to 12 and its $687
+# additional-person increment reproduce with the 2025 guideline (15,650 plus
+# 5,500 per additional person), not the 2026 guideline. This is a relative year
+# selection, not a fixed guideline year. Earlier Arizona policy is unverified.
+values:
+  2025-08-25: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Arizona LIHEAP federal poverty guideline year lag
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Appendix A Income Eligibility by Household Size
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=37
+    - title: LIHEAP Clearinghouse, FFY2026 poverty guidelines by household size (2025 HHS guideline)
+      href: https://liheapch.acf.gov/profiles/povertytables/FY2026/popstate.htm

policyengine_us/parameters/gov/states/az/des/liheap/eligibility/max_table_size.yaml

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+description: Arizona tabulates monthly income limits through this household size, with an increment for each additional person, under the Low Income Home Energy Assistance Program.
+values:
+  2025-08-25: 12
+
+metadata:
+  unit: person
+  period: year
+  label: Arizona LIHEAP maximum tabulated household size
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Appendix A Income Eligibility by Household Size (sizes 1 to 12 and "EACH ADDL OVER 12 +$687")
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=37

policyengine_us/parameters/gov/states/az/des/liheap/eligibility/smi_rate.yaml

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+description: Arizona limits countable household income to this share of the state median income, when that arm exceeds the federal poverty guideline arm, under the Low Income Home Energy Assistance Program.
+values:
+  2025-08-25: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: Arizona LIHEAP state median income rate
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.A.6.c.i (gross income at or below the greater of 60% of the SMI or 150% of the FPL)
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=8
+    - title: Arizona LIHEAP FY2026 State Plan, Section 2.1 (household sizes 1 to 9 at 60.00% of State Median Income)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=9
+    - title: LIHEAP Clearinghouse, Arizona 60% of State Median Income, FFY2026 (four-person amount $64,789)
+      href: https://liheapch.acf.gov/profiles/povertytables/FY2026/azsmi.htm

policyengine_us/parameters/gov/states/az/des/liheap/income/adult_age.yaml

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+description: Arizona counts the income of household members at or above this age under the Low Income Home Energy Assistance Program.
+values:
+  2025-08-25: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Arizona LIHEAP adult age
+  reference:
+    - title: "Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.A.6.d.ii (income from all household members aged 18 and older) and Section VII.A.1.c.ii #page 8,13"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=8

policyengine_us/parameters/gov/states/az/des/liheap/income/child_unearned_income_counted.yaml

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+description: Arizona counts the unearned income of household members under the adult age when this is true under the Low Income Home Energy Assistance Program.
+# Revision 13, Section VI.A.6.e.ii.E: "Income from Household members under the
+# age of 18 is not considered Countable Income." Revision 15 (effective March
+# 23, 2026) rewrote the sentence to "Earned income from Household members under
+# the age of 18 is not considered Countable Income". Earned income of members
+# under 18 is excluded under both revisions.
+# NOTE: Counting a child's unearned income (SSI, survivor benefits, child
+# support) from March 23, 2026 is an inference from that narrowed exclusion.
+# Revision 15 does not say so directly, and its Section VI.A.6.d.ii still says
+# that the income of members aged 18 and older is household income.
+values:
+  2025-08-25: false
+  2026-03-23: true
+
+metadata:
+  unit: bool
+  period: year
+  label: Arizona LIHEAP counts unearned income of members under 18
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025) and revision 15 (effective March 23, 2026), Section VI.A.6.e.ii.E
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=9

policyengine_us/parameters/gov/states/az/des/liheap/income/sources/earned.yaml

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+description: Arizona uses these earned income sources to approximate countable household earnings under the Low Income Home Energy Assistance Program.
+# Section VI.A.6.e.ii.A counts "Earned income from employment, including
+# self-employment (includes wages, salaries, tips, etc.)"; the plan's Section
+# 1.9 also checks contract income, commissions, WIA employment income and work
+# study, which existing inputs report as wages. Section VII.A.1.c.ii.B verifies
+# self-employment as "Profit or loss documentation" (Schedule C) and does not
+# say whether a loss offsets other income, so the existing net self-employment
+# inputs are used without a further expense deduction and each is floored at
+# zero in the formula.
+values:
+  2025-08-25:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - partnership_s_corp_income
+    - farm_operations_income
+
+metadata:
+  unit: list
+  period: year
+  label: Arizona LIHEAP countable earned income sources
+  reference:
+    - title: "Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.A.6.e.ii.A and Section VII.A.1.c.ii.A-B #page 8,13"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=8
+    - title: "Arizona LIHEAP FY2026 State Plan, Section 1.9 (wages, self-employment income, contract income, commissions, WIA employment income and work study counted) #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/az/des/liheap/income/sources/unearned.yaml

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+description: Arizona uses these person-level unearned income sources to determine gross household income under the Low Income Home Energy Assistance Program.
+# Section VI.A.6.e.ii.B-D counts "Unearned income, including SSA and TANF
+# benefits, alimony, child support, gambling profits, and retirement income",
+# "Income from Unemployment Insurance" and "Consistent income received from
+# other sources"; the plan's Section 1.9 checks the full list. Cash Assistance
+# (az_tanf) is a household benefit and is added in az_liheap_countable_income.
+values:
+  2025-08-25:
+    - total_unemployment_compensation
+    - strike_benefits
+    # Section VII.A.1.c.ii.D note: Medicare premiums "should be subtracted when
+    # determining gross income". Social Security is counted gross here; the
+    # premium netting is deferred, as in the other state LIHEAP implementations.
+    - social_security
+    - ssi
+    - pension_income
+    # Section VI.A.6.e.ii.B "retirement income": military retirement pay and
+    # survivor benefit payments.
+    - military_retirement_income
+    # retirement_distributions already sums taxable and tax-exempt IRA, 401(k),
+    # SEP, 403(b) and Keogh distributions.
+    - retirement_distributions
+    # Railroad Retirement annuities are "retirement income" (Section
+    # VI.A.6.e.ii.B, page 8) and "retirement benefits" (Section
+    # VII.A.1.c.ii.D, page 14); plan Section 1.9 checks "Retirement / pension
+    # benefits" (page 6).
+    - railroad_benefits
+    - veterans_benefits
+    - alimony_income
+    - child_support_received
+    - rental_income
+    - interest_income
+    - ordinary_dividend_income
+    - general_assistance
+    # Employment disability insurance: plan Section 1.9 checks "Insurance
+    # payments made directly to the insured" (page 6), and Gross Income is
+    # "The total Household income for all Household members before taxes and
+    # other deductions" (page 4).
+    - disability_benefits
+    # Plan Section 1.9 neither lists nor excludes workers' compensation; the
+    # Gross Income definition (page 4) and Section VI.A.6.e.ii.D "Consistent
+    # income received from other sources" (page 8) support counting it.
+    - workers_compensation
+    # Cash gifts over $50, jury duty, legal settlements, other insurance
+    # payments to the insured, mortgage or sales-contract payments, royalties
+    # and foster or adoption care payments have no model input.
+
+metadata:
+  unit: list
+  period: year
+  label: Arizona LIHEAP countable unearned income sources
+  reference:
+    - title: "Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Gross Income definition, Section VI.A.6.e.ii.B-D and Section VII.A.1.c.ii.C-F #page 4,8,13-14"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=4
+    - title: "Arizona LIHEAP FY2026 State Plan, Section 1.9 (unemployment insurance, strike pay, SSA benefits, SSI, retirement and pension, general assistance, TANF, rental income, alimony, child support, interest, dividends or royalties, insurance payments made directly to the insured and VA benefits counted) #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=6

policyengine_us/parameters/gov/states/az/des/liheap/payment/amount.yaml

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+description: Arizona pays this annual Standard benefit by total benefit matrix points under the Low Income Home Energy Assistance Program.
+# Worksheet Section 4: "1 - 4 $160, 5 - 8 $320, 9 - 12 $480, 13 or over $640".
+# Thresholds are the band starts, read with the default lower-inclusive calc
+# on integer points. The first threshold is 0 rather than the worksheet's 1:
+# an income-eligible household always scores at least one income point, and
+# the plan (Section 2.6) states a $160 minimum benefit, so a categorically
+# eligible household above 100% of the income limit with no burden or need
+# points receives the $160 minimum rather than nothing.
+brackets:
+  - threshold:
+      2024-10-12: 0
+    amount:
+      2024-10-12: 160
+  - threshold:
+      2024-10-12: 5
+    amount:
+      2024-10-12: 320
+  - threshold:
+      2024-10-12: 9
+    amount:
+      2024-10-12: 480
+  - threshold:
+      2024-10-12: 13
+    amount:
+      2024-10-12: 640
+
+metadata:
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: currency-USD
+  period: year
+  label: Arizona LIHEAP Standard benefit by points
+  reference:
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 4 Payment Matrix
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1
+    - title: Arizona DES, Low Income Home Energy Assistance Program page (benefit by points table)
+      href: https://des.az.gov/liheap
+    - title: Arizona LIHEAP FY2026 State Plan, Section 2.6 (minimum benefit $160, maximum benefit $640)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=10
+    - title: "Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VII.B.1.a (up to $640 for a standard payment) and Section VII.B.4.b #page 30,34"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=30

policyengine_us/parameters/gov/states/az/des/liheap/points/child_age_limit.yaml

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+description: Arizona awards an energy need point when a household member is younger than this age under the Low Income Home Energy Assistance Program.
+# The worksheet row is "Child age 6 or younger" and the policy says "Aged six
+# (6) and under", so the point applies below age 7.
+values:
+  2024-10-12: 7
+
+metadata:
+  unit: year
+  period: year
+  label: Arizona LIHEAP young child age limit
+  reference:
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 3 Energy Need (Child age 6 or younger, 1 point)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.B.1.d.i (household members "Aged six (6) and under")
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=10
+    - title: Arizona LIHEAP FY2026 State Plan, Section 2.4 (additional points for children 6 years old and under)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=10

policyengine_us/parameters/gov/states/az/des/liheap/points/elderly_age.yaml

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+description: Arizona awards an energy need point when a household member is at or above this age under the Low Income Home Energy Assistance Program.
+values:
+  2025-08-25: 60
+
+metadata:
+  unit: year
+  period: year
+  label: Arizona LIHEAP elderly age
+  reference:
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Section VI.B.1.d.ii (household members "Aged 60 and over")
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=10
+    - title: Arizona LIHEAP FY2026 State Plan, Section 2.4 (additional points for the elderly, 60+ years old)
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AZ_Plan_2026.pdf#page=10
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 3 Energy Need (Elderly, 1 point)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1

policyengine_us/parameters/gov/states/az/des/liheap/points/energy_burden.yaml

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+description: Arizona awards these benefit matrix points by the ratio of energy cost to gross income under the Low Income Home Energy Assistance Program.
+# Worksheet rows "5% or less 0 points, 6% - 10% 1 point, 11% - 15% 2 points,
+# 16% - 20% 3 points, 21% - 25% 4 points, 26% - 30% 5 points, 31% or over 6
+# points". "5% or less" is band-top wording and the DES page places its 17.5%
+# example in the 16% to 20% band, so the thresholds are the band tops and
+# callers use calc(burden, right=True). The -inf first threshold keeps a zero
+# burden in the first band.
+brackets:
+  - threshold:
+      2024-10-12: -.inf
+    amount:
+      2024-10-12: 0
+  - threshold:
+      2024-10-12: 0.05
+    amount:
+      2024-10-12: 1
+  - threshold:
+      2024-10-12: 0.1
+    amount:
+      2024-10-12: 2
+  - threshold:
+      2024-10-12: 0.15
+    amount:
+      2024-10-12: 3
+  - threshold:
+      2024-10-12: 0.2
+    amount:
+      2024-10-12: 4
+  - threshold:
+      2024-10-12: 0.25
+    amount:
+      2024-10-12: 5
+  - threshold:
+      2024-10-12: 0.3
+    amount:
+      2024-10-12: 6
+
+metadata:
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: /1
+  period: year
+  label: Arizona LIHEAP energy burden points
+  reference:
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 2 Energy Burden
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1
+    - title: Arizona DES, Low Income Home Energy Assistance Program page (energy burden formula and the 350 / 2,000 = 17.5% example)
+      href: https://des.az.gov/liheap

policyengine_us/parameters/gov/states/az/des/liheap/points/income_ratio.yaml

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+description: Arizona awards these benefit matrix points by the ratio of gross income to the income limit for the household size under the Low Income Home Energy Assistance Program.
+# Worksheet rows "0% - 20% 5 points, 21% - 40% 4 points, 41% - 60% 3 points,
+# 61% - 80% 2 points, 81% - 100% 1 point". The DES page computes the ratio as
+# "Total Monthly Gross Income Divided by the Monthly Gross Income Limit" and
+# places its 44% example in the 41% to 60% band, so the thresholds are the
+# band tops and callers use calc(ratio, right=True). The -inf first threshold
+# keeps a zero ratio in the first band. No row is printed above 100%: only a
+# categorically eligible household can reach it, and it scores 0 points.
+brackets:
+  - threshold:
+      2024-10-12: -.inf
+    amount:
+      2024-10-12: 5
+  - threshold:
+      2024-10-12: 0.2
+    amount:
+      2024-10-12: 4
+  - threshold:
+      2024-10-12: 0.4
+    amount:
+      2024-10-12: 3
+  - threshold:
+      2024-10-12: 0.6
+    amount:
+      2024-10-12: 2
+  - threshold:
+      2024-10-12: 0.8
+    amount:
+      2024-10-12: 1
+  - threshold:
+      2024-10-12: 1
+    amount:
+      2024-10-12: 0
+
+metadata:
+  type: single_amount
+  threshold_unit: /1
+  amount_unit: /1
+  period: year
+  label: Arizona LIHEAP income points
+  reference:
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 1 Income Eligibility
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1
+    - title: Arizona DES, Low Income Home Energy Assistance Program page (income points formula and the 2,000 / 4,535 = 44% example)
+      href: https://des.az.gov/liheap

policyengine_us/parameters/gov/states/az/des/liheap/points/portable_fuel.yaml

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+description: Arizona adds this many benefit matrix points for households that use portable fuel under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-12: 2
+
+metadata:
+  unit: /1
+  period: year
+  label: Arizona LIHEAP portable fuel points
+  reference:
+    - title: Arizona LIHEAP Eligibility Worksheet, $640 Limit (effective October 12, 2024), Section 2 note (add 2 points for portable fuels)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/AZ_BenefitMatrix_Heating_2026.pdf#page=1
+    - title: Arizona DES, Low Income Home Energy Assistance Program page ("2 points are added for households that utilize deliverable/portal fuel")
+      href: https://des.az.gov/liheap
+    - title: Arizona DES LIHEAP Policy, revision 13 (effective August 25, 2025), Portable Fuel definition (propane, wood, coal, fuel for gas generators and pellets)
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=5