Payment Management System Requirements

For Prospective Grantees

Nonfederal entities must ensure applications for funding providing accurate responses to the criteria detailed below.  Inaccurate submissions will result in funding delays.

1. Current UEI and CAGE
 

2. Recipient Class (choose one from this list)

  • Federal
  • Interstate
  • State
  • County
  • City
  • Special Unit of Gov't
  • Sponsored Organization
  • Other (Towns, Villages, American Indian Tribe)
  • Public Non-Profit
  • Private Non-Profit
  • Private Profit (Large Business)
  • Private Profit (Small Business)
  • Foreign Non-Profit
  • Foreign Profit
  • International (US and Foreign or more Foreign Organizations)
  • Private Profit (Large Local Vendor)
  • Private Profit (Small Local Vendor)
     

3. Recipient Type (choose one from this list)

  • Educational Department
  • Elementary and Secondary School
  • University, College, Jr. College
  • Library and Museum
  • Research Institution, Foundation, Laboratory
  • School Board and School District
  • Vocational and Training School
  • Other Educational Organization
  • Health Department
  • Hospital, Clinic, Health Ctr, Institution, Mental Health Ctr
  • Nursing Home or other Domiciliary Care Facility
  • Other Health Organization
  • Community Action Organization
  • Law Enforcement Agency (including Criminal Rehabilitation)
  • Rehabilitation Organization
  • Social Services Department
  • Other Social Services Organization
  • Financial Institution
  • Indian Tribal Council
  • Intermediary Organization (Insurance, etc.)
  • Planning and Administrative Organization
  • Supplier Organization (service, supplies, materials, and equipment)
  • Other Special Interest Organization
     

4. Grantee Business Official Name (As reported in SAM)
 

5. Grantee Business Official Email Address (As reported in SAM - CANNOT be generic (i.e. mayors_office@domain.com) - MUST BE A PERSON'S NAME)
 

6. Grantee Business Official Phone Number (As reported in SAM)

For Existing Grantees

Please be advised that the Payment Management System (PMS) is implementing changes to add validations and tighten the security requirements on new user access requests, effective June 1, 2024.

If you already have access to PMS, these changes will not affect you. If your PMS username becomes deactivated due to inactivity, you will need to submit a new user access request.

Below are the changes that will take effect on June 1, 2024:

Submit a new user access request

  1. Open PMS and go to the PMS Login screen, then select Request Access.
  2. Click on the partner system (ID.me). 
     
  • If you have an ID.me account, you will be directed to the new user access request screens.
  • If you do not have an ID.me account, click on the Create an ID.me account button, and ID.me will take you through the process of creating an account. Once your account is created, you will be automatically directed to the new user access screen. Enter the required information to gain access to PMS.
     

Note: PMS usernames and passwords will no longer be provided since you can now log in using ID.me. If a new user access request was processed prior to the implementation of this change and you have not logged in for the first time, you must provide the PMS username and password that was emailed to you.
 

  1. To gain access to the organization’s documents, you will be required to enter the Payee Identification Number (PIN), Payee Account Number (PAN), or PMS Employer Identification Number (EIN). If you do not know the PIN, PAN, or PMS EIN, contact the Grants Management Specialist (GMS) listed in the Notice of Grant Award as PMS Customer Support and the Help Desk cannot provide the PIN, PAN, or PMS EIN as it is part of the validation process. If other individuals in the organization have access to PMS, they can find the PAN listed on their PMS Dashboard under Payee Accounts.
  2. For new user access requests, the organization name entered must exactly match SAM.gov or the name of the awarding agency registered in PMS. The entry is not case-sensitive. If it does not match, an error message will appear, and you will not be able to submit the request.
     

If you need assistance, please contact the PMS Help Desk at (877) 614-5533 or submit a ticket online using the Self-Help Web Portal.