Resources and Toolkits

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

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

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…

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.

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.

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 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

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.

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.

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.

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.

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 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.

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.

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.