The Urban Institute's report outlines actionable approaches for state governments and organizations to enhance the accessibility and retention of public benefit programs, focusing on service delivery, policy reforms, and technological advancements.
The NYC Benefits Screening API provides machine-readable calculations and criteria for benefits screening that power the ACCESS NYC screening questionnaire.
A modernized public benefits system would better serve program participants, administrators, policy makers, and taxpayers. This paper proposes a set of principles both define the desired future state and outline the values that shape decision making along the way. Practices describe the processes needed to achieve modernization.
This guide consolidates learning and spotlights principles, insights, and emerging practices to guide municipal leaders and public-private partnerships interested in designing basic income programs that are ethical, equitable, rigorous, informative, and consequential for local, state and national policymaking.
This landscape analysis examines data, design, technology, and innovation-enabled approaches that make it easier for eligible people to enroll in, and receive, federally-funded social safety net benefits, with a focus on the earliest adaptations during the COVID-19 pandemic.
The IRS is arguably the single most critical benefits administrator in the country, given its responsibility for tax credit-based relief programs, and COVID-19 relief payments. Despite these programs’ incredible progress in reducing poverty, and despite great strides by the IRS to implement them successfully, accessing IRS benefits remains too difficult for many low-income families. This report presents a comprehensive agenda to increase benefit coverage rates, simplify Americans’ interactions with the IRS, and decrease the portion of IRS benefits diverted to third parties.
The team developed an AI-powered explanation feature that effectively translates complex, multi-program policy calculations into clear and accessible explanations, enabling users to explore "what-if" scenarios and understand key factors influencing benefit amounts and eligibility thresholds.
PolicyEngine is a nonprofit that provides a free, open-source web app enabling users in the US and UK to estimate taxes and benefits at the household level, while also simulating the effects of policy changes. By combining tax and benefits data, PolicyEngine helps individuals and policymakers better understand the impacts of existing policies and proposed reforms, using microsimulation models built from legislation and enhanced survey data.
This article examines how administrative burdens in U.S. social safety net programs have changed over the past 30 years, showing that while average burdens have declined, inequality in who faces these burdens has grown.
The ANNALS of the American Academy of Political and Social Science
The Texting Playbook provides guidance and well-researched strategies to help state agencies implement texting in support of Medicaid, SNAP, WIC, and other benefits programs. It provides an overview of how to start texting clients; the types of messages to send, including real examples; Federal Communications Commision (FCC) policy guidance; how to encourage opt-ins and collect consent; how to avoid coming across as spam; and a cost analysis of texting.
GetYourRefund.org is an online portal by Code for America that helps low-income individuals claim thousands of dollars in tax credits, even after the traditional tax deadline has passed.
Created by Benefits Data Trust, Benefits Launch Express is a high-level eligibility screening and assistance finder available to Philadelphia residents. The tool screens eligibility for 29 programs and is estimated to take up to 10 minutes to complete.
