This playbook is designed to help government and other key sectors use data sharing to illuminate who is not accessing benefits, connect under-enrolled populations to vital assistance, and make the benefits system more efficient for agencies and participants alike.
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.
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.
In response to COVID-19, the Workers Lab and Steady developed the "Income Passport" to streamline gig workers' unemployment benefit applications by pulling income data directly from gig platforms and financial accounts. This tool reduced manual verification time, helped prevent fraud, and improved workers' access to full benefits, with successful tests in Alabama and Louisiana demonstrating significant time savings and improved service delivery.
Benefits Data Trust (BDT) is a nonprofit that connects people to public benefits through a streamlined, phone-based application system called Benefits Launch, which reduces redundant questions and speeds up the process for multiple programs. BDT's approach, supported by a custom-built rules engine, has facilitated over 800,000 benefit enrollments, helping secure over $9 billion for eligible households across seven states.
The Policy Rules Database (PRD), developed by the Federal Reserve Bank of Atlanta and the National Center for Children in Poverty, consolidates complex rules for major U.S. federal and state benefit programs and tax policies into a standardized, easy-to-use format. This database allows researchers to model public assistance impacts, simulate policy changes, and analyze benefits cliffs across various household scenarios using common rules and language across different programming platforms.
18F, a consultancy within the U.S. General Services Administration, developed a prototype API and pre-screener to model federal SNAP eligibility rules, aiming to simplify benefits access through open-source technology.
beta.gouv.fr, a French government incubator, developed Mes Aides, an online benefits simulator launched in 2014 to help residents assess their eligibility for various social programs, addressing the issue of unclaimed benefits. The tool, built with open-source technology, enabled users to quickly estimate their potential benefits but was later integrated into a broader platform in 2020 following internal government disputes over authority.
MITRE developed the Comprehensive Careers and Supports for Households (CCASH™) tool to help individuals understand and manage federal benefits and employment services, transitioning from a consumer-focused tool to a policy analytics system. By integrating data from sources like the U.S. Census and the Policy Rules Database, MITRE created a model that allows users to analyze and compare benefits eligibility across states, supporting evidence-based policymaking.
This report highlights lessons learned from improving economic stability and well-being outcomes for young parent families, focusing on interagency collaboration, community engagement, data-driven improvement, and aligned services to guide future efforts.
This report outlines how the New Jersey Department of Human Services’ Division of Family Development (DFD) and the Department of Health (NJDOH) are increasing SNAP & WIC co-enrollment through data sharing, outreach, and systems integration.
American Public Human Services Association (APHSA)
