Add Georgia LIHEAP regular cooling assistance

changelog.d/ga-liheap-cooling.added.md

@@ -0,0 +1 @@
+Add Georgia LIHEAP regular cooling assistance.

policyengine_us/parameters/gov/hhs/liheap/regular_payments.yaml

@@ -15,6 +15,7 @@ values:
     - de_liheap  # Delaware LIHEAP
     - fl_liheap  # Florida LIHEAP
     - ga_liheap  # Georgia LIHEAP
+    - ga_liheap_cooling  # Georgia LIHEAP cooling
     - hi_liheap_subsidized_amount  # Hawaii LIHEAP subsidized dwelling benefit
     - ia_liheap  # Iowa LIHEAP
     - id_liheap  # Idaho LIHEAP

policyengine_us/parameters/gov/states/ga/dfcs/liheap/cooling/amount.yaml

@@ -0,0 +1,24 @@
+description: Georgia provides this cooling payment by income level under the Low Income Home Energy Assistance Program.
+# The matrices print one cooling amount per income level for every main heating
+# fuel. FY2027 has no posted matrix; the FY2027 plan keeps the $400 minimum and $500
+# maximum, so the FY2026 amounts carry forward.
+lower_income:
+  2024-10-01: 500
+higher_income:
+  2024-10-01: 400
+metadata:
+  unit: currency-USD
+  period: year
+  label: Georgia LIHEAP cooling payment by income level
+  propagate_metadata_to_children: true
+  reference:
+    - title: Georgia Benefit Matrix, FY2025 income guidelines, step 2 (cooling benefit, Level I and Level II)
+      href: https://liheapch.acf.gov/docs/2025/benefits-matricies/GA_BenefitMatrix_2025.pdf
+    - title: Georgia Benefit Matrix, FY2026 income guidelines, step 2 (cooling benefit, Level I and Level II)
+      href: https://liheapch.acf.gov/docs/2026/benefits-matricies/GA_BenefitMatrix_Heat-Cool_2026.pdf
+    - title: Georgia FY2025 LIHEAP State Plan, section 3.6
+      href: https://liheapch.acf.gov/docs/2025/state-plans/GA_Plan_2025.pdf#page=11
+    - title: Georgia FY2026 LIHEAP State Plan, section 3.6
+      href: https://liheapch.acf.gov/docs/2026/state-plans/GA_Plan_2026.pdf#page=11
+    - title: Georgia FY2027 LIHEAP State Plan, section 3.6
+      href: https://liheapch.acf.gov/docs/2027/state-plans/GA_Plan_2027.pdf#page=11

policyengine_us/parameters/gov/states/ga/dfcs/liheap/payment/lower_income_limit.yaml

@@ -1,4 +1,4 @@
-description: Georgia limits annual income to this amount by household size for Level I heating payments under the Low Income Home Energy Assistance Program.
+description: Georgia limits annual income to this amount by household size for Level I payments under the Low Income Home Energy Assistance Program.
 # Preserve the published size-four amount. The source does not define these
 # cutoffs as a fixed percentage of current federal poverty or median income.
 1:

policyengine_us/programs.yaml

@@ -1101,7 +1101,15 @@ programs:
         variable: ga_liheap
         parameter_prefix: gov.states.ga.dfcs.liheap
         verified_years: "2025-2026"
-        notes: FY2025-FY2026 regular heating only, with the published fuel matrix and the bundled-utility rental payment. Crisis, cooling, weatherization and equipment assistance are out of scope.
+        notes: FY2025-FY2026 regular heating, with the published fuel matrix and the bundled-utility rental payment. Regular cooling is the separate Georgia LIHEAP cooling entry; crisis, weatherization and equipment assistance are out of scope.
+      - state: GA
+        status: partial
+        name: Georgia LIHEAP cooling
+        full_name: Georgia Low Income Home Energy Assistance Program regular cooling assistance
+        variable: ga_liheap_cooling
+        parameter_prefix: gov.states.ga.dfcs.liheap
+        verified_years: "2025-2026"
+        notes: FY2025-FY2026 regular cooling benefit of $500 (Level I) or $400 (Level II), with the heating income test. Crisis cooling and air-conditioner purchase are out of scope.
       - state: HI
         status: partial
         name: Hawaii LIHEAP subsidized dwelling benefit

policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling.yaml

@@ -0,0 +1,150 @@
+# Georgia regular cooling benefit: the FY2025 and FY2026 matrices (step 2, COOLING BENEFIT)
+# pay $500 in Level I and $400 in Level II for every main heating fuel. Step 1 Level I
+# cutoffs are inclusive. Wages: full time at the $7.25 federal minimum wage,
+# 7.25 x 40 x 52 = 15_080; a Georgia cashier at the BLS OEWS May 2025 median, $29,070
+# (series OEUS130000000000041201113). The $1,800 electric bill does not change the
+# cooling amount.
+
+# FY2026: size two, income 15_080 is at or below the 17_770 Level I cutoff and the
+# 45_179 limit, so cooling pays 500. Electric heat also pays the Level I heating amount,
+# 400 + 100 = 500, as a separate benefit, so the national LIHEAP total is 500 + 500 = 1_000.
+- name: Case 1, a minimum wage parent receives the Level I cooling benefit beside the heating benefit.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 15_080
+      person2:
+        age: 7
+        immigration_status: CITIZEN
+        ssi: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        ga_tanf: 0
+        heating_type: ELECTRICITY
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_800
+    households:
+      household:
+        members: [person1, person2]
+        state_code: GA
+  output:
+    ga_liheap_household_size: 2
+    ga_liheap_income: 15_080
+    ga_liheap_income_limit: 45_179
+    ga_liheap_cooling_eligible: true
+    ga_liheap_cooling: 500
+    ga_liheap: 500
+    liheap: 1_000
+
+# FY2026: a one-person cashier, 29_070, is above the 13_589 Level I cutoff and within the
+# 34_549 limit, so cooling pays the Level II amount, 400. The cooling column is one value
+# for every fuel, so gas heat and no heat both receive it.
+- name: Case 2, the Level II cooling benefit does not depend on the heating fuel.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: [GA, GA]
+    age: [35, 35]
+    immigration_status: [CITIZEN, CITIZEN]
+    ssi: [0, 0]
+    ga_tanf: [0, 0]
+    employment_income_before_lsr: [29_070, 29_070]
+    heating_type: [NATURAL_GAS, NONE]
+    has_cooling_expense: [true, true]
+    pre_subsidy_electricity_expense: [1_800, 1_800]
+  output:
+    ga_liheap_income: [29_070, 29_070]
+    ga_liheap_cooling_eligible: [true, true]
+    ga_liheap_cooling: [400, 400]
+
+# Boundary: the FY2026 size-one Level I range is $0 - $13589 and Level II starts at
+# $13590. Income of 13_589 pays 500; 13_589.01 pays 400.
+- name: Case 3, the Level I cutoff is inclusive.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: [GA, GA]
+    age: [40, 40]
+    immigration_status: [CITIZEN, CITIZEN]
+    heating_type: [ELECTRICITY, ELECTRICITY]
+    has_cooling_expense: [true, true]
+    pre_subsidy_electricity_expense: [1_800, 1_800]
+    ga_liheap_income: [13_589, 13_589.01]
+  output:
+    ga_liheap_cooling: [500, 400]
+
+# FY2025: Case 1's family, 15_080, is at or below the FY2025 size-two Level I cutoff of
+# 16_993 and the 43_203 limit, so the FY2025 matrix pays 500.
+- name: Case 4, FY2025 Level I cooling benefit.
+  period: 2025
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 30
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 15_080
+      person2:
+        age: 7
+        immigration_status: CITIZEN
+        ssi: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        ga_tanf: 0
+        heating_type: ELECTRICITY
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_800
+    households:
+      household:
+        members: [person1, person2]
+        state_code: GA
+  output:
+    ga_liheap_income: 15_080
+    ga_liheap_income_limit: 43_203
+    ga_liheap_cooling: 500
+
+# The FY2026 matrix prints Level I cutoffs through household size 16, so a 17-person
+# household uses the size 16 cutoff of 42_336; its 109_627 income limit is well above
+# that. Income of 42_336 pays 500; 42_336.01 pays 400.
+- name: Case 5, a household above the published table size uses the size sixteen Level I cutoff.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: [GA, GA]
+    ga_liheap_household_size: [17, 17]
+    ga_liheap_income: [42_336, 42_336.01]
+    heating_type: [ELECTRICITY, ELECTRICITY]
+    has_cooling_expense: [true, true]
+  output:
+    ga_liheap_income_limit: [109_627, 109_627]
+    ga_liheap_cooling_eligible: [true, true]
+    ga_liheap_cooling: [500, 400]
+
+# Case 2's cashier in Georgia beside the same household in Alabama. The Alabama unit has
+# Georgia household size 0 and receives no Georgia cooling benefit; the Georgia unit
+# receives the Level II amount, 400.
+- name: Case 6, a unit in another state beside a Georgia unit receives no Georgia cooling benefit.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    state_code: [GA, AL]
+    age: [35, 35]
+    immigration_status: [CITIZEN, CITIZEN]
+    ssi: [0, 0]
+    ga_tanf: [0, 0]
+    employment_income_before_lsr: [29_070, 29_070]
+    heating_type: [ELECTRICITY, ELECTRICITY]
+    has_cooling_expense: [true, true]
+    pre_subsidy_electricity_expense: [1_800, 1_800]
+  output:
+    ga_liheap_household_size: [1, 0]
+    ga_liheap_cooling_eligible: [true, false]
+    ga_liheap_cooling: [400, 0]

policyengine_us/tests/policy/baseline/gov/states/ga/dfcs/liheap/cooling/ga_liheap_cooling_eligible.yaml

@@ -0,0 +1,160 @@
+# Georgia regular cooling eligibility: the heating program's income and household tests
+# (PAMMS chapter 100, page 4; cooling FAQ, page 1) with the household's own cooling cost, or
+# unsubsidized rent that includes all utilities (heating's direct payment route), as the
+# energy burden. Wages are Georgia BLS OEWS May 2025 medians: cashiers $29,070 (series
+# OEUS130000000000041201113) and fast food and counter workers $26,920 (series
+# OEUS130000000000035302313).
+
+# FY2026: a cashier and a fast food worker earn 29_070 + 26_920 = 55_990, above the
+# 45_179 size-two limit (and the 110% poverty floor), so no cooling benefit is paid.
+- name: Case 1, income above the limit prevents cooling eligibility.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 35
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 29_070
+      person2:
+        age: 33
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 26_920
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        ga_tanf: 0
+        heating_type: NATURAL_GAS
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_800
+    households:
+      household:
+        members: [person1, person2]
+        state_code: GA
+  output:
+    ga_liheap_income: 55_990
+    ga_liheap_income_limit: 45_179
+    ga_liheap_income_eligible: false
+    ga_liheap_cooling_eligible: false
+    ga_liheap_cooling: 0
+
+# FY2026: a one-person cashier with gas heat and a gas bill receives the Level II gas
+# heating amount, 560, but reports no cooling cost, so the cooling benefit is 0.
+- name: Case 2, a heating recipient without cooling costs receives no cooling benefit.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 35
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 29_070
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ga_tanf: 0
+        heating_type: NATURAL_GAS
+        gas_expense: 1_200
+        has_cooling_expense: false
+        pre_subsidy_electricity_expense: 1_800
+    households:
+      household:
+        members: [person1]
+        state_code: GA
+  output:
+    ga_liheap_eligible: true
+    ga_liheap: 560
+    ga_liheap_cooling_eligible: false
+    ga_liheap_cooling: 0
+
+# With no income both households pass the income test, so only the qualified member
+# requirement separates them: an undocumented adult alone has Georgia household size 0
+# (manual 1100.4, page 51).
+- name: Case 3, a household with no qualified member is not eligible.
+  period: 2026
+  input:
+    state_code: [GA, GA]
+    age: [40, 40]
+    immigration_status: [CITIZEN, UNDOCUMENTED]
+    ssi: [0, 0]
+    ga_tanf: [0, 0]
+    heating_type: [ELECTRICITY, ELECTRICITY]
+    has_cooling_expense: [true, true]
+    pre_subsidy_electricity_expense: [1_800, 1_800]
+  output:
+    ga_liheap_household_size: [1, 0]
+    ga_liheap_cooling_eligible: [true, false]
+
+# Case 2's cashier (29_070, within the 34_549 limit) reports a cooling cost but no fuel. The
+# matrix prints one cooling amount for every fuel, so the fuel does not matter: 29_070 is
+# above the 13_589 Level I cutoff, so cooling pays the Level II amount, 400.
+- name: Case 4, an unspecified heating fuel receives the cooling benefit.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 35
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 29_070
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ga_tanf: 0
+        heating_type: UNSPECIFIED
+        has_cooling_expense: true
+        pre_subsidy_electricity_expense: 1_800
+    households:
+      household:
+        members: [person1]
+        state_code: GA
+  output:
+    ga_liheap_income_eligible: true
+    # Was false and 0, now true and 400: cooling eligibility no longer adds a heating fuel
+    # condition.
+    ga_liheap_cooling_eligible: true
+    ga_liheap_cooling: 400
+
+# Heating's Case 14 renter: one adult with 12_000 of wages and unsubsidized rent that
+# includes all utilities, with no separate bill and no reported cooling cost. Rent is the
+# HUD FY2026 one-bedroom Fair Market Rent for Dougherty County, 1_006 x 12 = 12_072. The
+# manual's energy burden table pays this renter directly, and section 1300.2 pays costs
+# "included in their rent and designated as a separate cost", which the rental agreement
+# is assumed to do. 12_000 is at or below the 13_589 size-one Level I cutoff, so cooling
+# pays 500 beside the 500 heating minimum, and the national total is 1_000.
+- name: Case 5, rent that includes all utilities qualifies without a separate cooling cost.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 40
+        immigration_status: CITIZEN
+        ssi: 0
+        employment_income_before_lsr: 12_000
+        rent: 12_072
+    spm_units:
+      spm_unit:
+        members: [person1]
+        ga_tanf: 0
+        heating_type: UNSPECIFIED
+        heat_expense_included_in_rent: true
+        receives_housing_assistance: false
+        has_cooling_expense: false
+    households:
+      household:
+        members: [person1]
+        state_code: GA
+        tenant_pays_utilities: false
+        is_in_public_housing: false
+  output:
+    ga_liheap_income: 12_000
+    ga_liheap_eligible: true
+    ga_liheap: 500
+    ga_liheap_cooling_eligible: true
+    ga_liheap_cooling: 500
+    liheap: 1_000