Resources and Toolkits

Analysis and dataset providing an overview of how states are using budgets and legislation to respond to H.R. 1.

A CMS-developed suite of open-source tools that streamlines income and community engagement reporting for Medicaid applicants and enrollees

Open-source community engagement reporting (OSCER) tool enables states to achieve work requirements compliance automatically using client and ex parte data, or otherwise provide link for manual certification or exemption application. Provides staff with case management and reporting tools, and sends results to state Medicaid agencies for issuance or disenrollment.

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.

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.

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.

Features interviews from seven states on adaptation journeys in response to SNAP and Medicaid on integrated eligibility and enrollment. Insights include states awaiting federal guidance, standing up work groups, putting technology road map placeholders, prioritizing SNAP PER, making changes to end-of-life systems, rethinking data sharing, and considering population impacts.

Explainer on state IEE system fundamentals, outlining key technologies, opportunities, risks, and stakeholders involved for implementation guidance to improve benefit accessibility and efficiency.

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

A central resource library for state, local, tribal, and territorial governments working to implement public benefits policy and system changes created through OBBBA, featuring Medicaid work requirements and SNAP PER topic sections.