Pay California's regular HEAP utility benefit to cooling-only households

changelog.d/ca-liheap-cooling.fixed.md

@@ -0,0 +1 @@
+Pay California's regular HEAP utility benefit to households with no heating that pay a gas or electric bill.

policyengine_us/programs.yaml

@@ -1075,7 +1075,7 @@ programs:
         variable: ca_liheap_utility_heating
         parameter_prefix: gov.states.ca.csd.liheap
         verified_years: "2026"
-        notes: FY2026 regular utility heating on gas and electric accounts, Madera propane and fuel-oil heating, and statewide wood heating from an approved delivery cost; other liquid-fuel service areas and vendor-service supplements are not modeled. Crisis, cooling, weatherization and equipment assistance are out of scope.
+        notes: FY2026 regular utility benefit on gas and electric accounts, which also pays homes without heating on either bill, plus Madera propane and fuel-oil heating and statewide wood heating from an approved delivery cost; other liquid-fuel service areas and vendor-service supplements are not modeled. Crisis, weatherization and equipment assistance are out of scope.
       - state: CO
         status: partial
         name: Colorado LEAP

policyengine_us/tests/policy/baseline/gov/states/ca/csd/liheap/ca_liheap_utility_heating.yaml

@@ -5254,7 +5254,8 @@
 # bill. A wood home with an approved delivery takes that instead. Madera burden is
 # 2,040 / 12,000 = 17%, for 10 + 10 = 20 points: with a $12 propane bill WPO pays
 # 411 + 105 = 516; with no propane bill WPO pays nothing (contract 8.1.5.2, p. 364)
-# and HEAP pays 702. NONE and UNSPECIFIED get $0 even with a utility bill.
+# and HEAP pays 702. A home without heating takes HEAP on its electric bill
+# (Alameda group 1, 484); UNSPECIFIED gets $0 even with a utility bill.
 - name: Case 15, another fuel takes the utility benefit only where no other component pays.
   period: 2026
   absolute_error_margin: 0.01
@@ -5350,7 +5351,9 @@
         state_code: CA
         county: ALAMEDA_COUNTY_CA
   output:
-    ca_liheap_utility_heating: [716, 716, 0, 0, 702, 0, 0]
+    # Was 0, now 484 for spm_unit6: the guide asks only for responsibility for
+    # energy costs (p. 193).
+    ca_liheap_utility_heating: [716, 716, 0, 0, 702, 484, 0]
     ca_liheap_wood_heating: [0, 0, 600, 0, 0, 0, 0]
     ca_liheap_covered_liquid_heating: [0, 0, 0, 516, 0, 0, 0]
 
@@ -5430,3 +5433,54 @@
     ca_liheap_energy_burden_group: [1, 4, 3, 0, 0]
     ca_liheap_madera_priority_points: [8, 20, 18, 0, 0]
     ca_liheap_utility_heating: [0, 702, 0, 702, 434]
+
+# Plan p. 55: HEAP payments on electric bills from July 1 to October 31 are
+# cooling, paid from the same county table (pp. 182-184) with no bill cap. A
+# desert home in Imperial County with no heating pays an electric bill for air
+# conditioning. One adult with wages of $12,000 ($1,000 a month) is poverty
+# group 1: Imperial pays $621. The guide has no cooling-cost condition, so the
+# same home without a cooling cost also receives $621 on its electric bill.
+- name: Case 17, a home without heating receives the county utility amount on its electric bill.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        is_citizen_or_legal_immigrant: true
+        ssi: 0
+        employment_income_before_lsr: 12_000
+      person2:
+        age: 40
+        is_citizen_or_legal_immigrant: true
+        ssi: 0
+        employment_income_before_lsr: 12_000
+    spm_units:
+      spm_unit1:
+        members: [person1]
+        heating_type: NONE
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_200
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+      spm_unit2:
+        members: [person2]
+        heating_type: NONE
+        has_cooling_expense: false
+        pre_subsidy_electricity_expense: 1_200
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+    households:
+      household1:
+        members: [person1]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+      household2:
+        members: [person2]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+  output:
+    ca_liheap_income_group: [1, 1]
+    ca_liheap_utility_heating: [621, 621]

policyengine_us/tests/policy/baseline/gov/states/ca/csd/liheap/eligibility/ca_liheap_utility_eligible.yaml

@@ -213,7 +213,9 @@
       - false
 
 # Guide p. 221: the applicant names the utility account that takes the benefit, so
-# any known fuel qualifies on a gas or electric bill. NONE and UNSPECIFIED do not.
+# any known fuel qualifies on a gas or electric bill. So does a home without heating,
+# since the guide asks only for responsibility for energy costs (p. 193). UNSPECIFIED
+# does not.
 # A wood home with an approved delivery takes that payment instead (contract
 # 8.1.2, p. 363). Heat in rent gives a propane home no utility account.
 - name: Case 3, a gas or electric bill opens the utility benefit to every known fuel.
@@ -344,4 +346,77 @@
         state_code: CA
         county: ALAMEDA_COUNTY_CA
   output:
-    ca_liheap_utility_eligible: [true, true, true, true, true, true, false, false, false, false]
+    # Was false, now true for spm_unit7: a home without heating qualifies on its
+    # electric bill.
+    ca_liheap_utility_eligible: [true, true, true, true, true, true, true, false, false, false]
+
+# Plan p. 55 reports HEAP payments on electric bills from July 1 to October 31
+# as cooling, within the one HEAP benefit a year (guide p. 193). A home without
+# heating qualifies on an electric bill it pays for cooling, and on a gas bill
+# alone without any cooling cost: the guide asks only that the household be
+# responsible for energy costs (p. 193). UNSPECIFIED fuel still gets nothing.
+# Wages of 40,500 exceed the 39,979.92 one-person limit (p. 184).
+- name: Case 4, a home without heating qualifies on a gas or electric bill.
+  period: 2026
+  input:
+    people:
+      person1: {age: 35, is_citizen_or_legal_immigrant: true, ssi: 0}
+      person2: {age: 35, is_citizen_or_legal_immigrant: true, ssi: 0}
+      person3: {age: 35, is_citizen_or_legal_immigrant: true, ssi: 0}
+      person4:
+        age: 35
+        is_citizen_or_legal_immigrant: true
+        ssi: 0
+        employment_income_before_lsr: 40_500
+    spm_units:
+      spm_unit1:
+        members: [person1]
+        heating_type: NONE
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_200
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+      spm_unit2:
+        members: [person2]
+        heating_type: NONE
+        has_cooling_expense: false
+        gas_expense: 600
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+      spm_unit3:
+        members: [person3]
+        heating_type: UNSPECIFIED
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_200
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+      spm_unit4:
+        members: [person4]
+        heating_type: NONE
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_200
+        snap: 0
+        tanf: 0
+        ca_state_supplement: 0
+    households:
+      household1:
+        members: [person1]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+      household2:
+        members: [person2]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+      household3:
+        members: [person3]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+      household4:
+        members: [person4]
+        state_code: CA
+        county: IMPERIAL_COUNTY_CA
+  output:
+    ca_liheap_utility_eligible: [true, true, false, false]

policyengine_us/variables/gov/states/ca/csd/liheap/ca_liheap_utility_heating.py

@@ -6,7 +6,9 @@ class ca_liheap_utility_heating(Variable):
     entity = SPMUnit
     definition_period = YEAR
     unit = USD
-    label = "California LIHEAP regular gas or electric utility heating benefit"
+    label = (
+        "California LIHEAP regular gas or electric utility heating or cooling benefit"
+    )
     defined_for = "ca_liheap_utility_eligible"
     # PDF pages 182-184
     reference = "https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=182"

policyengine_us/variables/gov/states/ca/csd/liheap/eligibility/ca_liheap_utility_eligible.py

@@ -5,10 +5,10 @@ class ca_liheap_utility_eligible(Variable):
     value_type = bool
     entity = SPMUnit
     definition_period = YEAR
-    label = "California LIHEAP utility heating eligibility"
+    label = "California LIHEAP utility heating or cooling eligibility"
     defined_for = StateCode.CA
     reference = (
-        # PDF pages 9,182-184,193,202-203,205,219,221,264-265,279,363
+        # PDF pages 9,55,182-184,193,202-203,205,219,221,264-265,279,363
         "https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=9",
         # PDF pages 189,233-234
         "https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=189",
@@ -21,13 +21,17 @@ def formula(spm_unit, period, parameters):
         utility_heat = np.isin(
             heating_type.decode_to_str(), p.eligibility.utility_heating_fuels
         )
-        known_fuel = (heating_type != types.NONE) & (heating_type != types.UNSPECIFIED)
+        # heating_type is a required input; UNSPECIFIED does not qualify.
+        heating_type_reported = heating_type != types.UNSPECIFIED
         utility_bills = add(
             spm_unit, period, ["pre_subsidy_electricity_expense", "gas_expense"]
         )
-        # The applicant names the utility account that takes the benefit, so a
-        # home heated with another fuel qualifies on a gas or electric bill.
-        utility_account = utility_heat | (known_fuel & (utility_bills > 0))
+        # The household must be responsible for energy costs (guide 1.1 and
+        # 1.6), and the applicant names the utility account that takes the
+        # benefit. So a home heated with another fuel, or without heating,
+        # qualifies on a gas or electric bill. HEAP payments on electric bills
+        # from July 1 to October 31 are reported as cooling.
+        utility_account = utility_heat | (heating_type_reported & (utility_bills > 0))
         # A household receives one HEAP or WPO payment per program year.
         other_component = (
             add(