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; snap and tanf are take-up gated, and tanf includes
+# Arizona Cash Assistance (az_tanf). The FY2026 plan (Section 1.4) answers No
+# for SSI and for means-tested veterans programs.
+values:
+  2025-08-25:
+    - snap
+    - tanf
+
+metadata:
+  unit: list
+  period: year
+  label: Arizona LIHEAP categorical eligibility programs
+  reference:
+    - title: "Arizona DES LIHEAP Policy, revision 16A (effective July 1, 2026), Categorical Eligibility definition and Section VI.A.6.a-b #page 3-4,7-8"
+      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 16A (effective July 1, 2026), 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: revision 13's Appendix A 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. Revision
+# 16A's Appendix A prints the FFY2027 limits, whose sizes 10 to 12 and $710
+# increment reproduce with the 2026 guideline, the same one-year lag. 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 (FFY2026 limits, archived copy)
+      href: https://web.archive.org/web/20251030203752/https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=37
+    - title: Arizona DES LIHEAP Policy, revision 16A (effective July 1, 2026), Appendix A LIHEAP Income Eligibility by Household Size (FFY2027 limits)
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=39
+    - 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 16A (effective July 1, 2026), Appendix A LIHEAP Income Eligibility by Household Size (sizes 1 to 12 and "EACH ADDL OVER 12 +$710" for FFY2027)
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=39

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 16A (effective July 1, 2026), 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 16A (effective July 1, 2026), 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", and revision 16A keeps
+# that wording. Earned income of members under 18 is excluded under every
+# revision.
+# NOTE: Counting a child's unearned income (SSI, survivor benefits, child
+# support) from March 23, 2026 is an inference from that narrowed exclusion.
+# The revisions do not say so directly, and 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), Section VI.A.6.e.ii.E (archived copy)
+      href: https://web.archive.org/web/20251030203752/https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=9
+    - title: Arizona DES LIHEAP Policy, revision 16A (effective July 1, 2026), Section VI.A.6.e.ii.E (the revision 15 wording of March 23, 2026)
+      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 counts
+# "Income from self-employment or sole-proprietorship" and Section
+# VII.A.1.c.iii.B.1 accepts a "Schedule C (Profit and Loss Statement)"; neither
+# says 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 16A (effective July 1, 2026), Section VI.A.6.e.ii.A, Section VII.A.1.c.ii.A-B and Section VII.A.1.c.iii.B.1 #page 8,13-14"
+      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 Social Security
+# 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. Each source
+# is floored at zero in the formula, so a rental loss does not offset other
+# income. Cash Assistance (tanf) is a household benefit and is added in
+# az_liheap_countable_income, which also subtracts the household's Medicare
+# Part B premiums.
+values:
+  2025-08-25:
+    - total_unemployment_compensation
+    - strike_benefits
+    - 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 9) 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
+    # Plan Section 1.9 checks "Rental income" (page 6); farm rent is counted
+    # with it.
+    - rental_income
+    - farm_rent_income
+    - interest_income
+    - ordinary_dividend_income
+    - general_assistance
+    # Section VI.A.6.e.ii.B counts "gambling profits" (page 9). Plan Section 1.9
+    # leaves one-time lump sums such as "winnings from lotteries" unchecked
+    # (page 6); gambling_winnings does not separate one-time winnings, so all
+    # are counted.
+    - gambling_winnings
+    # 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 9) 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 16A (effective July 1, 2026), Gross Income definition, Section VI.A.6.e.ii.B-D and Section VII.A.1.c.ii.C-F #page 4,9,14"
+      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 excluding the Medicare deduction, 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 16A (effective July 1, 2026), Section VII.B.1.a (up to $640 for a standard payment), Section VII.B.4.b and Appendix B Section 4 Benefit Calculation #page 31,35,41"
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=31

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 16A (effective July 1, 2026), Section VI.B.1.d.i (household members "Aged six (6) and under") and Appendix B Section 3 (Child age 6 or younger, 1 point) #page 10,41'
+      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 16A (effective July 1, 2026), 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
+    - title: Arizona DES LIHEAP Policy, revision 16A (effective July 1, 2026), Appendix B Section 2 Energy Burden
+      href: https://des.az.gov/sites/default/files/dl/CCSD-LIHEAP-Policy.pdf#page=40