Add California LIHEAP regular heating assistance

changelog.d/ca-liheap-wave2c.added.md

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+Add California LIHEAP regular utility heating schedules, a covered Madera propane/fuel-oil calculation, and approved-cost wood assistance, including the federal income floor, military pensions, receipt-based benefits and allowable medical-premium deductions.

policyengine_us/parameters/gov/states/ca/csd/liheap/eligibility/applicant_min_age.yaml

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+description: California limits applicants to this minimum age under the Low Income Home Energy Assistance Program.
+# The guide also accepts legally emancipated applicants, which existing inputs cannot identify.
+values:
+  2025-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: California LIHEAP minimum applicant age
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=219

policyengine_us/parameters/gov/states/ca/csd/liheap/eligibility/utility_heating_fuels.yaml

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+description: California treats heat included in rent as a utility cost for households heating with these fuels under the Low Income Home Energy Assistance Program.
+# The guide computes a solar customer's energy cost from the electric and gas
+# charges and requires an out-of-pocket cost such as a minimum delivery charge.
+values:
+  2025-10-01:
+    - ELECTRICITY
+    - NATURAL_GAS
+    - SOLAR
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP utility heating fuels
+  reference:
+    - title: "California FY2026 LIHEAP State Plan #page 182-184,264-265,279"
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=182

policyengine_us/parameters/gov/states/ca/csd/liheap/energy_burden/expense_sources.yaml

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+description: California includes these energy costs in the energy burden numerator under the Low Income Home Energy Assistance Program.
+# Annual flows approximate current monthly costs. Excludes the deprecated gas
+# duplicate and non-energy bills; climate credits and seasonal timing are unobserved.
+values:
+  2025-10-01:
+    - pre_subsidy_electricity_expense
+    - gas_expense
+    - wood_expense
+    - bottled_gas_expense
+    - fuel_oil_expense
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP energy burden expense sources
+  reference:
+    - title: "California FY2026 LIHEAP State Plan #page 257,282"
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=257

policyengine_us/parameters/gov/states/ca/csd/liheap/energy_burden/rounding_increment.yaml

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+description: California truncates the energy burden ratio to this increment under the Low Income Home Energy Assistance Program.
+# A ratio increment of 0.0001 is 0.01 percentage point (one basis point).
+values:
+  2025-10-01: 0.0001
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP energy burden ratio truncation increment
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=283

policyengine_us/parameters/gov/states/ca/csd/liheap/income/earned_income_min_age.yaml

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+description: California counts earnings of household members beginning at this age under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01: 18
+
+metadata:
+  unit: year
+  period: year
+  label: California LIHEAP minimum age for countable earnings
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=247

policyengine_us/parameters/gov/states/ca/csd/liheap/income/earned_sources.yaml

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+description: California counts these earned income sources under the Low Income Home Energy Assistance Program.
+# Existing net business inputs include current partnership profit or loss; no extra business-expense deduction is applied. Minor earnings are excluded.
+values:
+  2025-10-01:
+    - employment_income
+    # Enter basic pay here or in employment_income, not both. Combat pay is excluded.
+    - military_basic_pay
+    - self_employment_income
+    - sstb_self_employment_income
+    - farm_operations_income
+    - partnership_s_corp_income
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP countable earned income sources
+  reference:
+    - title: "California FY2026 LIHEAP State Plan #page 7,231,240,247,250"
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=7

policyengine_us/parameters/gov/states/ca/csd/liheap/income/fpg_year_lag.yaml

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+description: California uses federal poverty guidelines from this many years before the modeled heating season for poverty groups and the federal income floor under the Low Income Home Energy Assistance Program.
+# The FY2026 matrix uses the 2025 guidelines, which HHS made mandatory from
+# October 1, 2025. The same lag applies to the income floor. Other years are
+# unverified and use their corresponding lagged guidelines.
+values:
+  2025-10-01: 1
+
+metadata:
+  unit: year
+  period: year
+  label: California LIHEAP federal poverty guideline year lag
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=184
+    - title: LIHEAP IM 2025-02, Attachment 2, poverty guidelines for mandatory use in FY26
+      href: https://acf.gov/sites/default/files/documents/ocs/COMM_LIHEAP_IM2025-02_FPGSte-Table_Att2.pdf#page=1

policyengine_us/parameters/gov/states/ca/csd/liheap/income/monthly_rounding_increment.yaml

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+description: California publishes monthly income thresholds in increments of this amount under the Low Income Home Energy Assistance Program.
+# Nearest-cent FPG thresholds and truncated SMI thresholds are inferred from the published rows, not express rounding directions.
+values:
+  2025-10-01: 0.01
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: California LIHEAP monthly income rounding increment
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=184

policyengine_us/parameters/gov/states/ca/csd/liheap/income/poverty_group_rates.yaml

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+description: California uses these federal poverty guideline rates as ordinary poverty-group upper boundaries under the Low Income Home Energy Assistance Program.
+# Upper bounds are inclusive after monthly-cent rounding. Above-SMI categorically eligible households use the fourth group even when their ordinary fourth-group interval is empty.
+values:
+  2025-10-01:
+    - 1
+    - 1.25
+    - 1.5
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP poverty group upper rates
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=184

policyengine_us/parameters/gov/states/ca/csd/liheap/income/smi_rate.yaml

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+description: California limits ordinary income eligibility to this share of state median income under the Low Income Home Energy Assistance Program.
+# CalFresh or CalWORKs recipients bypass this income test.
+values:
+  2025-10-01: 0.6
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP state median income limit rate
+  reference:
+    - title: "California FY2026 LIHEAP State Plan #page 9,184"
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=9

policyengine_us/parameters/gov/states/ca/csd/liheap/income/smi_rounding_size_limit.yaml

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+description: California truncates state median income limits to whole dollars through this household size under the Low Income Home Energy Assistance Program.
+# Inferred numerical method, not an express rule: through size 12, truncate the four-person 60% SMI base and the size-adjusted annual amount to dollars; above size 12, add the shared federal additional-person factor times the truncated four-person base. Then truncate to monthly cents. This reproduces all 25 published FY2026 rows; sizes above 25 and other years are unverified.
+values:
+  2025-10-01: 12
+
+metadata:
+  unit: person
+  period: year
+  label: California LIHEAP SMI rounding household size limit
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=184

policyengine_us/parameters/gov/states/ca/csd/liheap/income/support_deductions.yaml

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+description: California deducts these legally mandated support payments from household income under the Low Income Home Energy Assistance Program.
+# Child-support input specifies legally mandated payments; alimony mandate verification is not separately modeled.
+values:
+  2025-10-01:
+    - child_support_expense
+    - alimony_expense
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP support payment deductions
+  reference:
+    - title: California FY2026 LIHEAP State Plan
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=247

policyengine_us/parameters/gov/states/ca/csd/liheap/income/unearned_sources.yaml

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+description: California counts these unearned income sources under the Low Income Home Energy Assistance Program.
+# SSI and state SSP are monthly and are annualized once by aggregation. TANF counts actual take-up once per household; unemployment uses reported or modeled payments. Pension and retirement-distribution aggregates include their own subcomponents; military retirement includes Survivor Benefit Plan annuities. Interest use, housing-directed cash aid, royalties, jury pay and unusual insurance receipts need more detail than existing inputs provide. SNAP and friends/relative cash gifts are excluded.
+values:
+  2025-10-01:
+    - total_unemployment_compensation
+    - strike_benefits
+    - social_security
+    - ssi
+    - ca_state_supplement
+    - pension_income
+    - military_retirement_income
+    - railroad_benefits
+    - retirement_distributions
+    - general_assistance
+    - tanf
+    - rental_income
+    - farm_rent_income
+    - alimony_income
+    - child_support_received
+    - interest_income
+    - ordinary_dividend_income
+    - workers_compensation
+    - disability_benefits
+    - veterans_benefits
+    - survivor_benefits
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP countable unearned income sources
+  reference:
+    - title: "California FY2026 LIHEAP State Plan #page 7,229-230,232,234,236-240,243-245,247"
+      href: https://www.csd.ca.gov/Shared%20Documents/2026-Final-LIHEAP-State-Plan.pdf#page=7

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/burden_points.yaml

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+description: California assigns these Madera priority points by energy burden group under the Low Income Home Energy Assistance Program.
+1:
+  2025-10-01: 4
+2:
+  2025-10-01: 6
+3:
+  2025-10-01: 8
+4:
+  2025-10-01: 10
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera energy burden priority points
+  breakdown: range(1, 5)
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/child_points.yaml

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+description: California assigns these Madera priority points based on the youngest household member under the Low Income Home Energy Assistance Program.
+# Each category applies once: 10 points for any child under 6 plus 5 for
+# any child under 3. The scale combines the two overlapping categories.
+brackets:
+  - threshold:
+      2025-10-01: 0
+    amount:
+      2025-10-01: 15
+  - threshold:
+      2025-10-01: 3
+    amount:
+      2025-10-01: 10
+  - threshold:
+      2025-10-01: 6
+    amount:
+      2025-10-01: 0
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera child priority points
+  type: single_amount
+  threshold_unit: year
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/counties.yaml

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+description: California applies the Madera local priority plan in these counties under the Low Income Home Energy Assistance Program.
+# This records researched model coverage, not a statewide eligibility restriction.
+# FY2026 is verified; earlier parameter backfills are unverified historical estimates.
+values:
+  2025-10-01:
+    - MADERA_COUNTY_CA
+
+metadata:
+  unit: list
+  period: year
+  label: California LIHEAP Madera researched county coverage
+  reference:
+    - title: "CAP Madera FY2026 LIHEAP Local Plan #page 191,194"
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/disability_points.yaml

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+description: California assigns this many Madera priority points for any disabled household member under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01: 10
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera disability priority points
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/elderly_points.yaml

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+description: California assigns these Madera priority points based on the oldest household member under the Low Income Home Energy Assistance Program.
+# Each category applies once: 10 points for any member age 60 or older plus
+# 5 for any member age 70 or older. The scale combines both categories.
+brackets:
+  - threshold:
+      2025-10-01: 0
+    amount:
+      2025-10-01: 0
+  - threshold:
+      2025-10-01: 60
+    amount:
+      2025-10-01: 10
+  - threshold:
+      2025-10-01: 70
+    amount:
+      2025-10-01: 15
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera elderly priority points
+  type: single_amount
+  threshold_unit: year
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/energy_burden_group.yaml

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+description: California assigns these Madera energy burden groups using the truncated ratio in basis points under the Low Income Home Energy Assistance Program.
+# Published percentage ranges: 0–10.92, 10.93–13.46, 13.47–16.00, 16.01–100.
+# Integer basis points preserve the two-decimal-percent boundaries. Values above
+# the published 100% maximum are unsupported and masked by the variable.
+brackets:
+  - threshold:
+      2025-10-01: 0
+    amount:
+      2025-10-01: 1
+  - threshold:
+      2025-10-01: 1093
+    amount:
+      2025-10-01: 2
+  - threshold:
+      2025-10-01: 1347
+    amount:
+      2025-10-01: 3
+  - threshold:
+      2025-10-01: 1601
+    amount:
+      2025-10-01: 4
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera energy burden group
+  type: single_amount
+  threshold_unit: /1
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/income_points.yaml

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+description: California assigns these Madera priority points by poverty group under the Low Income Home Energy Assistance Program.
+1:
+  2025-10-01: 10
+2:
+  2025-10-01: 8
+3:
+  2025-10-01: 6
+4:
+  2025-10-01: 4
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera income priority points
+  breakdown: range(1, 5)
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/maximum_energy_burden.yaml

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+description: California specifies this maximum energy burden ratio in the Madera local priority table under the Low Income Home Energy Assistance Program.
+values:
+  2025-10-01: 1
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera maximum supported energy burden
+  reference:
+    - title: CAP Madera FY2026 LIHEAP Local Plan
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=191

policyengine_us/parameters/gov/states/ca/csd/liheap/local/madera/minimum_points.yaml

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+description: California requires at least this many Madera priority points for regular heating assistance under the Low Income Home Energy Assistance Program.
+# The minimum-energy-burden answer repeats 20 points; it does not state a 20%
+# burden floor. With overlapping age categories, demographics total at most 40.
+values:
+  2025-10-01: 20
+
+metadata:
+  unit: /1
+  period: year
+  label: California LIHEAP Madera minimum priority points
+  reference:
+    - title: "CAP Madera FY2026 LIHEAP Local Plan #page 189,191,233-234"
+      href: https://maderacap.org/wp-content/uploads/2025/10/Agenda-and-Packet-for-October-9-2025-Updated.pdf#page=189