Add Arkansas LIHEAP regular heating assistance

changelog.d/ar-liheap.added.md

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+Add Arkansas LIHEAP income limits, countable income, and regular heating payment tables.

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/earned_disregard.yaml

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+description: Arkansas excludes this share of earned income under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 0.2
+
+metadata:
+  unit: /1
+  period: year
+  label: Arkansas LIHEAP earned income disregard
+  reference:
+    - title: Arkansas FY2026 State Plan, Section 1.8
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=5
+    - title: Arkansas FY2025 State Plan, Section 1.8
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=5

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/earned_minimum_age.yaml

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+description: Arkansas excludes the earned income of household members younger than this age under the Low Income Home Energy Assistance Program.
+# Both application forms (AEO 9495 R 01/FY2025 and LIHEAP 9495 R 11/2025)
+# request work income only from members "18 and older & not a full-time
+# student", and the accepted plans leave a child's earnings unchecked. Manual
+# Appendix F (page 158) excludes the earnings of a child "under eighteen (18)
+# years of age and who is attending at least half time" a school or training
+# program; the attendance condition is not applied, so every younger member's
+# earnings are excluded. Students 18 and older are handled by
+# full_time_student_age_limit and high_school_student_age_limit.
+values:
+  2024-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Arkansas LIHEAP earned income minimum age
+  reference:
+    - title: Arkansas LIHEAP Application LIHEAP 9495 R 11/2025, Section III
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/fillable_aeo-9495_liheap-long-application.pdf#page=2
+    - title: Arkansas LIHEAP Application AEO 9495 R 01/FY2025, Section III (Wayback capture)
+      href: https://web.archive.org/web/20250104155015id_/https://www.adeq.state.ar.us/energy/assistance/pdfs/fillable_aeo-9495_liheap-long-application.pdf#page=2
+    - title: Arkansas FY2026 State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=6
+    - title: Arkansas FY2025 State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=6
+    - title: Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Appendix F, Earnings of a child
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=158

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/full_time_student_age_limit.yaml

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+description: Arkansas excludes the earned income of full-time students who are this age or younger and are dependents of a household member under the Low Income Home Energy Assistance Program.
+# The manual defines a full-time student as "a full-time student, up to age 23,
+# who is a dependent of a member of the household" enrolled for twelve or more
+# credit hours per semester, and adds that "High school students over age
+# eighteen (18) may provide proof of enrollment or report card" (page 141).
+# Appendix F excludes the income of such full-time college students (page 159).
+# The limit applies to dependent college students and dependent high school
+# students. "Up to age 23" is read as inclusive, which matches the federal
+# student-dependent test that "listed as dependents" (page 159) points to: a
+# student who has not attained the age of 24 (26 U.S.C. 152(c)(3)(A)(ii)). Both
+# application forms exclude full-time students from work-income reporting
+# without defining the term, so this definition applies.
+values:
+  2024-10-01: 23
+
+metadata:
+  unit: year
+  period: year
+  label: Arkansas LIHEAP full-time student earned income exclusion age limit
+  reference:
+    - title: "Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Section 17.0 Full-time Student and Appendix F, Earnings of a full-time college student #page 141,159"
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=141

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/high_school_student_age_limit.yaml

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+description: Arkansas excludes the earned income of high school students who are this age or younger under the Low Income Home Energy Assistance Program.
+# Section 4.7 excludes the earned income of household members "aged 18 and
+# enrolled in an institution of secondary education (high school)" unless
+# "working full time or the individual is emancipated and applying as the head
+# of household"; those exceptions are not modeled. This exclusion applies
+# whether or not the student is a dependent. Members younger than
+# earned_minimum_age have all earnings excluded. The section 17.0 Full-time
+# Student definition (page 141) also covers "High school students over age
+# eighteen (18)". Read within the definition's "up to age 23, who is a
+# dependent" terms, that sentence covers dependent high school students up to
+# age 23, whose earnings are excluded through full_time_student_age_limit; a
+# high school student older than this age who is not a dependent has earnings
+# counted.
+values:
+  2024-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: Arkansas LIHEAP high school student earned income exclusion age limit
+  reference:
+    - title: "Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Section 4.7 and Section 17.0 Full-time Student #page 56,141"
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=56

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/interest_disregard.yaml

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+description: Arkansas excludes this monthly amount of each member's interest from countable income under the Low Income Home Energy Assistance Program.
+# Manual Appendix F (page 162) counts interest only as the "amount over
+# $200.00". Unearned income is what is received in the month before application
+# (Section 4.7, page 57; Appendix E, pages 154-155, converts other frequencies
+# to monthly), so the amount is monthly. The manual does not say whose $200 it
+# is; applying it to each recipient is a chosen reading, and a household-wide
+# $200 would count more. Plan Section 1.9 (page 6) counts "Interest, dividends,
+# or royalties" with no threshold; the manual is followed.
+values:
+  2024-10-01: 200
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Arkansas LIHEAP interest income disregard
+  reference:
+    - title: Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Appendix F, Interest
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=162

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/additional_member_amount.yaml

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+description: Arkansas sets this amount as the monthly income limit increase per additional household member under the Low Income Home Energy Assistance Program.
+# The charts print these amounts for each member above the largest published
+# size. Half-up rounding of 150% of the FY2025 guideline increment ($672.50)
+# would give $673, so the printed amounts are stored rather than derived.
+values:
+  2024-10-01: 672
+  2025-10-01: 688
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Arkansas LIHEAP additional member income limit amount
+  reference:
+    - title: Arkansas FY2026 Income Eligibility Chart, additional-person instruction
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 Income Eligibility Chart, additional-person instruction
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/fpg_rate.yaml

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+description: Arkansas limits countable income to this multiple of the federal poverty guideline for households above the state median income size limit under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 1.5
+
+metadata:
+  unit: /1
+  period: year
+  label: Arkansas LIHEAP federal poverty guideline rate
+  reference:
+    - title: Arkansas FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=9
+    - title: Arkansas FY2026 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=8
+    - title: Arkansas FY2025 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/fpg_year_lag.yaml

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+description: Arkansas uses the federal poverty guideline from this many years before the benefit year under the Low Income Home Energy Assistance Program.
+# The FY2025 and FY2026 published thresholds match the 2024 and 2025 federal
+# poverty guidelines. Other years use their corresponding guideline year but
+# are unverified.
+values:
+  2024-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: Arkansas LIHEAP federal poverty guideline year lag
+  reference:
+    - title: Arkansas FY2026 Income Eligibility Chart, poverty guideline rows reproduced by the 2025 federal poverty guidelines
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 Income Eligibility Chart, poverty guideline rows reproduced by the 2024 federal poverty guidelines
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/max_table_size.yaml

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+description: Arkansas sets income limits through this household size, with a fixed monthly amount for each additional member, under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 20
+
+metadata:
+  unit: person
+  period: year
+  label: Arkansas LIHEAP maximum published income limit household size
+  reference:
+    - title: Arkansas FY2026 Income Eligibility Chart, additional-person instruction
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 Income Eligibility Chart, additional-person instruction
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/rounding_increment.yaml

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+description: Arkansas uses this increment to round monthly income limits under the Low Income Home Energy Assistance Program.
+# Half-up rounding of the monthly base limit reproduces every FY2025 and FY2026
+# row for sizes 1 to 20. This is a reconciled numerical pattern, not an express
+# rounding instruction.
+values:
+  2024-10-01: 1
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Arkansas LIHEAP monthly income limit rounding increment
+  reference:
+    - title: Arkansas FY2026 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/smi_max_size.yaml

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+description: Arkansas uses state median income for households up to this size under the Low Income Home Energy Assistance Program.
+values:
+  # FY2025 plan Section 2.1: sizes 1-6 use state median income, size 7 and up
+  # use the HHS poverty guidelines.
+  2024-10-01: 6
+  # FY2026 plan Section 2.1: sizes 1-7 use state median income.
+  2025-10-01: 7
+
+metadata:
+  unit: person
+  period: year
+  label: Arkansas LIHEAP maximum state median income household size
+  reference:
+    - title: Arkansas FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=9
+    - title: Arkansas FY2026 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=8
+    - title: Arkansas FY2025 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/limit/smi_rate.yaml

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+description: Arkansas limits countable income to this share of state median income for households within the state median income size limit under the Low Income Home Energy Assistance Program.
+values:
+  2024-10-01: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: Arkansas LIHEAP state median income rate
+  reference:
+    - title: Arkansas FY2026 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=9
+    - title: Arkansas FY2026 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2026.pdf
+    - title: Arkansas FY2025 State Plan, Section 2.1
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=8
+    - title: Arkansas FY2025 Income Eligibility Chart
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Eligibility-Chart_2025.pdf

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/sources/earned.yaml

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+description: Arkansas uses these sources as earned income under the Low Income Home Energy Assistance Program.
+# Business inputs are already net of expenses, which stands in for the manual's
+# 10% operating-cost allowance on gross self-employment income (Appendix F,
+# page 166); no further business-expense deduction is modeled. Active and
+# passive partnership income cannot be separated by existing inputs. Appendix F
+# excludes odd-job income of less than $30.00 in a three-month period (page
+# 163); annual inputs cannot identify such receipts, so they are counted.
+values:
+  2024-10-01:
+    - employment_income
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+    # Manual Appendix F (page 165) treats rental property as a self-employment
+    # enterprise, so rental income, including farm rent, takes the earned
+    # disregard. Plan Section 1.8 (page 5) subtracts 20% from work income only
+    # and Section 1.9 (page 6) lists rental income as its own item; the manual
+    # is followed.
+    - rental_income
+    - farm_rent_income
+
+metadata:
+  unit: list
+  period: year
+  label: Arkansas LIHEAP earned income sources
+  reference:
+    - title: Arkansas FY2026 State Plan, Section 1.9
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=6
+    - title: "Arkansas FY2025 State Plan, Section 1.9 #page 5-6"
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=5
+    - title: Arkansas LIHEAP Application LIHEAP 9495 R 11/2025, Section III Household Income
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/fillable_aeo-9495_liheap-long-application.pdf#page=2
+    - title: "Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Appendix F, Earned income, Farming, Odd job income, Rental property and Self-employment income #page 158-159,163,165-166"
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=158

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/income/sources/unearned.yaml

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+description: Arkansas uses these sources as unearned income under the Low Income Home Energy Assistance Program.
+# Each source is floored at zero in the income formula, so a loss in one source
+# cannot offset other income. The formula also counts Social Security and
+# railroad retirement net of the Medicare Part B premium, interest above the
+# monthly disregard, and TEA. Rental income is in the earned list.
+# Where the plan and the FFY 2025 manual differ, the manual is followed: plan
+# Section 1.9 checks "Loans that need to be repaid", but manual Appendix F says
+# "All loans are excluded as income" (page 163), so no loan is counted.
+# Appendix F also counts these receipts, which lack sufficiently specific inputs
+# and are not represented: adoption assistance (page 156), cryptocurrency (page
+# 157), crowd-fund accounts (page 158), executor fees (page 159), foster care
+# payments (page 160), HUD utility payments (page 161; Appendix E, page 155;
+# the application's "Housing Utility Assistance Payment"), inheritance and jury
+# duty pay (page 162), royalties (page 166) and Trade Adjustment Assistance
+# (page 168). Appendix F also excludes irregular income that does not exceed
+# $90 in a three-month period (page 162); annual inputs cannot identify such
+# receipts, so they are counted.
+values:
+  2024-10-01:
+    - total_unemployment_compensation
+    - strike_benefits
+    - ssi
+    # Military retirement pay is a separate input from the pension inputs that
+    # pension_income adds, so both are listed; a household reports the amount
+    # in one or the other (manual Appendix F, page 165).
+    - pension_income
+    - military_retirement_pay
+    # Non-Social-Security survivor receipts: the Appendix F Pension row covers
+    # payments to a person's "surviving dependents" (page 165).
+    - survivor_benefits
+    - alimony_income
+    - child_support_received
+    - ordinary_dividend_income
+    - veterans_benefits
+    # Manual Appendix F (page 157) counts only regular cash gifts (three or
+    # more consecutive months); financial_assistance cannot separate them, so
+    # all reported gifts are counted.
+    - financial_assistance
+    # Manual Appendices E (page 155) and F (page 168) and the application
+    # (page 2) count workers' compensation; plan Section 1.9 leaves "Insurance
+    # payments made directly to the insured" unchecked.
+    - workers_compensation
+    # Manual Appendix F (page 160) counts all gaming or gambling winnings. Plan
+    # Section 1.9 (page 7) counts lottery winnings as the only one-time lump
+    # sum, and manual page 163 excludes nonrecurring lump sums; the Appendix F
+    # row is followed.
+    - gambling_winnings
+    # Manual Appendix F (page 157) counts capital gains and excludes capital
+    # losses. Plan Section 1.9 (page 7) counts no one-time lump sum other than
+    # lottery winnings, and manual page 163 excludes nonrecurring lump sums,
+    # including the sale of personal property; the Appendix F row is followed.
+    - capital_gains
+
+metadata:
+  unit: list
+  period: year
+  label: Arkansas LIHEAP unearned income sources
+  reference:
+    - title: "Arkansas FY2026 State Plan, Section 1.9 #page 6-7"
+      href: https://liheapch.acf.gov/docs/2026/state-plans/AR_Plan_2026.pdf#page=6
+    - title: "Arkansas FY2025 State Plan, Section 1.9 #page 5-7"
+      href: https://liheapch.acf.gov/docs/2025/state-plans/AR_Plan_2025.pdf#page=5
+    - title: "Arkansas FFY 2025 LIHEAP Policy and Procedures Manual, Appendices E and F #page 155-163,165-168"
+      href: https://liheapch.acf.gov/docs/2025/manuals/AR_Manual_2025.pdf#page=155
+    - title: Arkansas LIHEAP Application LIHEAP 9495 R 11/2025, Section III Household Income
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/fillable_aeo-9495_liheap-long-application.pdf#page=2

policyengine_us/parameters/gov/states/ar/ee/aeo/liheap/payment/household_size_group.yaml

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+description: Arkansas uses these household size group boundaries for the regular heating benefit under the Low Income Home Energy Assistance Program.
+brackets:
+  - threshold:
+      2024-10-01: 0
+    amount:
+      2024-10-01: 1
+  - threshold:
+      2024-10-01: 3
+    amount:
+      2024-10-01: 2
+  - threshold:
+      2024-10-01: 5
+    amount:
+      2024-10-01: 3
+
+metadata:
+  type: single_amount
+  threshold_unit: person
+  amount_unit: /1
+  period: year
+  label: Arkansas LIHEAP payment household size group
+  reference:
+    - title: Arkansas FY2026 Benefits Matrix, household size columns common to all fuel schedules
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Benefit-Matix_2026_Electric.pdf#page=1
+    - title: Arkansas FY2025 Benefits Matrix, household size columns common to all fuel schedules
+      href: https://www.adeq.state.ar.us/energy/assistance/pdfs/LIHEAP_Benefit-Matix_2025_Electric.pdf#page=1