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us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 — Shelter Deduction · Axiom

Shelter Deduction

6 rules

The shelter deduction is not the actual shelter cost obligation. The shelter deduction is the total shelter costs added with the utility allowance that exceeds 50% of the budgetary unit’s net income after all other deductions and allowances have been applied.

When the budgetary unit does not include a participant that is elderly or has a disability, the shelter deduction cannot exceed the higher of the following:

● The maximum shelter deduction amount. (See maximum shelter deduction for the amount.)

● The NA homeless shelter deduction when the budgetary unit is homeless(g) and incurs a shelter expense. (See NA homeless shelter deduction and Elderly or Have a Disability - NA Special Considerations for more information.)

The shelter deduction does not have a maximum limit when the budgetary unit includes a participant that is elderly or has a disability.

Any portion of the shelter expense that is paid by any of the following is not an allowable expense:

● Vendor payment (For more information, see Vendor Payment Income .)

● Reimbursement (For more information, see Reimbursements .)

● Rental discount

● In-kind payment (For more information, see In-Kind Income .)

in view

Whole section

Encodings · 6

Encoded from this provision

us-az/policy/des/faa5/shelter-expenses-and-deduction/shelter-deduction

allowable_shelter_expenseus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · derived

DES FAA5 shelter expenses and deduction, shelter deduction

name: allowable_shelter_expense
kind: derived
entity: Household
dtype: Money
period: Month
unit: USD
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: formula
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
      - path: versions[0].formula
        kind: exception
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: >-
            Any portion of the shelter expense that is paid by ... Vendor
            payment ... Reimbursement ... Rental discount ... In-kind payment
            ... is not an allowable expense
versions:
  - effective_from: '2025-10-01'
    formula: >-
      max(0, actual_shelter_cost_obligation -
      shelter_expense_portion_paid_by_vendor_payment -
      shelter_expense_portion_paid_by_reimbursement -
      shelter_expense_portion_paid_by_rental_discount -
      shelter_expense_portion_paid_by_in_kind_payment)

shelter_costs_with_utility_allowanceus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · derived

DES FAA5 shelter expenses and deduction, shelter deduction

name: shelter_costs_with_utility_allowance
kind: derived
entity: Household
dtype: Money
period: Month
unit: USD
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: formula
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: the total shelter costs added with the utility allowance
      - path: versions[0].formula
        kind: import
        import:
          target: >-
            us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#allowable_shelter_expense
          output: allowable_shelter_expense
          hash: sha256:local
versions:
  - effective_from: '2025-10-01'
    formula: allowable_shelter_expense + utility_allowance

shelter_deductionus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · derived

DES FAA5 shelter expenses and deduction, shelter deduction

name: shelter_deduction
kind: derived
entity: Household
dtype: Money
period: Month
unit: USD
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: formula
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
      - path: versions[0].formula
        kind: exception
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: >-
            The shelter deduction does not have a maximum limit when the
            budgetary unit includes a participant that is elderly or has a
            disability.
      - path: versions[0].formula
        kind: import
        import:
          target: >-
            us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#uncapped_shelter_deduction
          output: uncapped_shelter_deduction
          hash: sha256:local
      - path: versions[0].formula
        kind: import
        import:
          target: >-
            us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#shelter_deduction_limit_for_budgetary_unit_without_elderly_or_disabled_participant
          output: >-
            shelter_deduction_limit_for_budgetary_unit_without_elderly_or_disabled_participant
          hash: sha256:local
versions:
  - effective_from: '2025-10-01'
    formula: >-
      if budgetary_unit_includes_elderly_or_disabled_participant:
      uncapped_shelter_deduction else: min(uncapped_shelter_deduction,
      shelter_deduction_limit_for_budgetary_unit_without_elderly_or_disabled_participant)

shelter_deduction_limit_for_budgetary_unit_without_elderly_or_disabled_participantus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · derived

DES FAA5 shelter expenses and deduction, shelter deduction

name: >-
  shelter_deduction_limit_for_budgetary_unit_without_elderly_or_disabled_participant
kind: derived
entity: Household
dtype: Money
period: Month
unit: USD
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: formula
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: >-
            cannot exceed the higher of ... The maximum shelter deduction amount
            ... The NA homeless shelter deduction when the budgetary unit is
            homeless and incurs a shelter expense
versions:
  - effective_from: '2025-10-01'
    formula: >-
      max(maximum_shelter_deduction_amount, (if budgetary_unit_is_homeless and
      budgetary_unit_incurs_shelter_expense: na_homeless_shelter_deduction else:
      0))

shelter_deduction_net_income_shareus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · parameter

DES FAA5 shelter expenses and deduction, shelter deduction

name: shelter_deduction_net_income_share
kind: parameter
dtype: Rate
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: amount
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: exceeds 50% of the budgetary unit’s net income
versions:
  - effective_from: '2025-10-01'
    formula: '0.50'

uncapped_shelter_deductionus-az/manual/des/faa5/shelter-expenses-and-deduction/block-3 · derived

DES FAA5 shelter expenses and deduction, shelter deduction

name: uncapped_shelter_deduction
kind: derived
entity: Household
dtype: Money
period: Month
unit: USD
source: DES FAA5 shelter expenses and deduction, shelter deduction
metadata:
  proof:
    atoms:
      - path: versions[0].formula
        kind: formula
        source:
          corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
          excerpt: >-
            exceeds 50% of the budgetary unit’s net income after all other
            deductions and allowances have been applied
      - path: versions[0].formula
        kind: import
        import:
          target: >-
            us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#shelter_costs_with_utility_allowance
          output: shelter_costs_with_utility_allowance
          hash: sha256:local
      - path: versions[0].formula
        kind: import
        import:
          target: >-
            us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#shelter_deduction_net_income_share
          output: shelter_deduction_net_income_share
          hash: sha256:local
versions:
  - effective_from: '2025-10-01'
    formula: >-
      max(0, shelter_costs_with_utility_allowance -
      (shelter_deduction_net_income_share *
      net_income_after_all_other_deductions_and_allowances))

▸rulespec code

Shown source

policies/des/faa5/shelter-expenses-and-deduction

Displaying the canonical repository encoding.

View on GitHub

Rules

allowable_shelter_expense

Derived

source: DES FAA5 shelter expenses and deduction, shelter deduction

- name: allowable_shelter_expense
  kind: derived
  entity: Household
  dtype: Money
  period: Month
  unit: USD
  source: DES FAA5 shelter expenses and deduction, shelter deduction
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
            excerpt: >-
              Any portion of the shelter expense that is paid by ... Vendor payment ...
              Reimbursement ... Rental discount ... In-kind payment ... is not an allowable expense
  versions:
    - effective_from: '2025-10-01'
      formula: >-
        max(0, actual_shelter_cost_obligation - shelter_expense_portion_paid_by_vendor_payment -
        shelter_expense_portion_paid_by_reimbursement -
        shelter_expense_portion_paid_by_rental_discount -
        shelter_expense_portion_paid_by_in_kind_payment)

shelter_costs_with_utility_allowance

Derived

source: DES FAA5 shelter expenses and deduction, shelter deduction

- name: shelter_costs_with_utility_allowance
  kind: derived
  entity: Household
  dtype: Money
  period: Month
  unit: USD
  source: DES FAA5 shelter expenses and deduction, shelter deduction
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us-az/manual/des/faa5/shelter-expenses-and-deduction/block-3
            excerpt: the total shelter costs added with the utility allowance
        - path: versions[0].formula
          kind: import
          import:
            target: >-
              us-az:policies/des/faa5/shelter-expenses-and-deduction/shelter-deduction#allowable_shelter_expense
            output: allowable_shelter_expense
            hash: sha256:local
  versions:
    - effective_from: '2025-10-01'
      formula: allowable_shelter_expense + utility_allowance