Resources and Toolkits

Plain-language notice template in English and Spanish so Medicaid agencies can help clients understand new work reporting requirements

Piece on the need for states to work quickly to build Medicaid systems that serve clients efficiently and impactfully, with information related to CMS’s Interim Final Rule

Common policy missteps states may take in efforts to reduce SNAP payment error rates (PERs), such as adopting change reporting, imposing asset tests, or limiting discretionary exemptions, can have unintended effects of increasing error rates. Instead, states should make informed policy choices, such as adopting simplified reporting, waiving asset tests, allowing discretionary exemptions, and implementing…

Interactive tracker to evaluate how prepared states are to implement the Medicaid administrative changes required under H.R. 1, using performance indicators like application processing, call center performance, and disenrollment data. The tool highlights potential risks states may face in maintaining access amid implementation.

Guidance on state policy chocies that tend to increase SNAP payment error rates include requiring change reporting or monthly reporting, imposing asset tests, and limiting discretionary exemptions. In contrast, states can reduce errors by simplifying reporting requirements, using BBCE, applying exemptions, and using one-month lookbacks to minimize reassessments and ensure coverage for eligible populations.

Webinar featuring an in-depth walk through of the screening questionnaire, highlighting design and content decisions made based on feedback from SNAP clients and advocates. Passcode: &Hd64icK

Webinar session to discuss Medicaid unwinding lessons, strategies to coordinate work requirement and ex parte renewals, and methods toward designing flexible, efficient, and sustainable systems. Passcode: ^m3Q+Fuz

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.

Human-centered design best practices to screen for Medicaid work requirement exemptions

Guide on how state agencies can develop legible and flexible metrics to assess implementation of new work requirements, outlining how to build, capture, and effectively utilize metrics to monitor impact for operational awareness and decisionmaking.

High-level overview of Medicaid work requirements and populations subject to work requirements, key state decisions, communication and federal engagement strategy, etc.

Implementation-oriented framework to support states with adapting to community engagement/work requirements. Features overview of “look back” period and four-step compliance flow including: checking for automatic hardship, screening for exemptions, checking for participation, and allowing for requestable hardship.

Outlines cases in which generative AI can be appropriately deployed by grounding use in human-centered problem statements. Highlights practical application such as data extraction, summarization, and entity resolution to reduce caseworker burden while maintaining responsible oversight.

Key questions for states to consider during procurement of new technical systems to ensure proper evaluation of product solutions and their effectiveness.

Repository of resources for state administrators to support the implementation of work requirement policies through overview of implications and recommendations of smart system designs and processes.

Key strategies to improve accuracy and efficiency of SNAP program delivery, including evaluating intervention impacts independently, developing strong proxy metrics, watching for unintended consequences, strategically reviewing most error-prone case elements and actions, leveraging new technology for caseworkers, and improving client communication and outreach.

Outlines four proactive strategies to design resilient and adaptable technical systems including feature flags, modularity, configurability, and phased approaches.

Blueprint on how work requirement policy impacts the process of SNAP application, determination, and maintained eligibility. Provides human-centered implementation recommendations such as focused support, ease of exemptions, discovery/comprehensive interview to capture compliance.

The passage of the One Big Beautiful Bill (also known as OBBBA or H.R. 1) in July 2025 mandated significant changes to key social safety net programs, including the Supplemental Nutrition Assistance Program (SNAP) and Medicaid. To meet these requirements and minimize coverage loss, states must update the technical infrastructure that powers their program delivery….