Resources and Toolkits

Tools and templates for states to improve Medicaid work requirement communications, including paper & online application templates updated post-IFR and digital interactive guide

Guide and tool for states to track Medicaid administrative costs of implementing H.R.1

Materials related to SNAP work rules and ABAWD requirements, including summary of changes, resources on process and implementation, model notices, and population-specific flyers

These resources include materials related to SNAP QC, error reduction, and payment accuracy, including 101 explainers

Multi-state survey summary of state agency work to implement new payment error requirements, prepare for upcoming cost sharing provisions, and strengthen payment accuracy efforts

Article to understand SNAP fraud and program integrity risks, protect SNAP program integrity, and address potential fraud

Explainer on SNAP Payment Error Rate (PER), with 10 Things to Know about SNAP and overview of what PER does and does not measure

Webinar on CMS Interim Final Rule (IFR) on Medicaid work reporting requirements and implications for state policymakers

JAMA Health Forum Viewpoint article examining how states can implement the Medicaid “medical frailty” exemptions under HR 1’s new work reporting requirements with recommendations for states to use flexible, clinically driven standards, multiple data sources, and priortize transparency to identify such individuals and prevent harmful coverage disruptions.

This toolkit is intended to support states in understanding and implementing H.R.1’s new copay requirements for certain Medicaid expansion enrollees that meet specific income requirements. Included is a proposed operational approach to ensure compliance with federal requirements and reduce states’ administrative burden and potential barriers for members.

Resource is intended to support states as they explain work reporting requirements in H.R. 1. It is designed to help states create clear, linguistically and culturally appropriate materials for people enrolled in or eligible for Medicaid. Each term includes a plain-language definition, alternative ways to explain it, and guidance on why clarity matters.

Issue brief outlining the strategic case for investment in monitoring, provides a phased action timeline for states to implement monitoring activities, and details potential priority monitoring domains.

Webinar communicating new Medicaid work reporting requirements under H.R.1, highlighting how strong outreach strategies can help states protect coverage and support implementation. Experts from GMMB and Health Equity Solutions shared a communications framework and emphasized engaging enrollees in planning and message development.

Designed for state Medicaid and health and human services communications staff—particularly those responsible for planning and executing outreach related to new work reporting requirements. States can use it to inform the creation of communications efforts or to cross-reference existing plans, ensuring key tactics are considered, gaps are identified, and strategies are aligned around maintaining coverage…

Resource outlining data and analytic approaches to support states through the technology implementation and integration process for Medicaid work requirements, with a focus on medical frailty exemptions.

User-tested application templates and resources for Medicaid work requirements

A sequenced, implementation-ready approach for operationalizing the medical-frailty exemption.

Chart summary of OBBBA provisions on work and community engagement requirements across SNAP, Medicaid, and TANF, with FAQs from state administrators and advocates to support implementation.

Centralized hub for OBBBA Medicaid-related information for state implementation support. Features topics outlining communications and outreach, marketplace provisions, work requirements reporting, non-citizen eligibility changes, reporting and evaluation, rural health transformation, and state-specific impact estimates.

Toolkit outlining federal statutory definitions for qualifying activities and mandatory exemptions, describing criteria for ex parte verifications, and assessing need for additional application questions.

Toolkit outlining key implementation milestones for states to launch work reporting requirements including creation of governance structure, shaping policy and operational design (e.g. defining state choice for “look back period”, qualifying compliance activities, etc.), preparing staff and systems readiness, partner engagement, enrollee education, and monitoring and oversight.

Implementation details on Medicaid work requirements outlining affected populations, exemptions, compliance pathways, information on state policy choices, and implementation timeline.

Evidence-based recommendations for states to optimize implementation of work requirements include: integrating compliance and exemption information and reporting into a single streamlined process, designing clear and actionable notices, utilizing text communications, and building mobile-friendly platforms.

Key questions for states to consider in human-centered vendor acquisition, focused on collaborative co-design and continuous feedback from enrollees and caseworkers during systems testing and development, proactive bias mitigation, accessibility, and strong data protection and interoperability standards.

Toolkit for states to define “medical frailty” work reporting requirement exemption through mechanism of alignment while aligning with CMS standards.

Various templates for state and local governments to meet OBBBA requirements, including primers for program staff and state leadership, targeted flyers for populations (e.g. veterans, unhoused, older adults), and work requirements checklists.