The Useful Tips offers some shortcuts to information that our experienced Account Liaison staff has organized.
The information is based upon their years of experience in assisting a variety of awarding agencies and grant
recipients.
Reminder: any questions about Grants should be directed to your Awarding Agency and their respective Grants
Management Specialist.
Best Practices
Insider Tips for Making the DPM Process Work Smoothly For You
- In accordance with OMB Circulars A-102/2 CFR Part 215 and A-110, grant funds are to be
requested for immediate disbursement needs. Requests for reimbursement may be at any time.
Grantees should not be holding excess cash. Funds may be requested as often as needed during
our regular business hours.
- Promptly return any funds you will not spend within three business days.
- Be sure to submit your Federal Cash Transaction Report (FCTR) on time. If DPM does not receive
your report by the due date, funds may not be released until the report is completed.
- Promptly respond to DPM requests for information. DPM cannot release your funds until it
receives the information.
- Be accurate; this goes without saying. Review your FCTR each quarter and reconcile any
differences with your records.
- Contact your grant awarding office (not DPM) for issues regarding your grant award or the
Financial Status Report. DPM does not issue grants nor can we adjust a grant.
- Contact the ONE DHHS Help Desk for issues regarding your draw-down
requests, cash management rules, and the FCTR. Always have your PMS PIN, payment account number (PAN), or EIN handy.
Change Your Email Address in PMS
Your email address is a main source of communication from PMS
and your Account Liaison.
Please update your email address as often as necessary to ensure
that PMS has the most current address for you by following these
simple steps:
1) After logging into PMS, select 'My User Info' from the
menu on the left-side of the screen.
2) Scroll down to the 'Personal Info' section.
3) Enter the changes as necessary.
4) Click the 'Change' button.
Your change(s) have now been saved!
Changing / Updating Your Banking Info for HHS Grantees
The recipient must complete a new SF-1199A.
Once all sections are completed, please include a cover memo stating that the accompanying SF-1199A form is being
submitted to change account information in the Payment Management System. The memo should list all the Payee
Account Numbers (PANS) that are affected.
Send to: Division of Payment Management
Regular Mail Only – Post Office Box 6021, Rockville, MD 20852
Express Mail Only – 7700 Wisconsin Ave - Suite 10104, Bethesda, MD 20814
Changing / Updating Your Banking Info for Non-HHS Grantees
The recipient must complete a new SF-1199A.
Once all sections are completed, please include a cover memo stating that the accompanying SF-1199A form is being
submitted to change account information in the Payment Management System. The memo should list all the Payee
Account Numbers (PANS) that are affected.
All information should be forwarded to your Awarding Agency.
Filing Your PMS FCTR
Please click here to review slides on completing the report. If you still have questions, please contact
the ONE-DHHS Help Desk at (877) 614-5533 or send them an email.
Running and Saving Inquiries
Use this option for creating, running, and storing Grantee Inquiries in the Payment
Management System.
- On the Adhoc Grantee Inquiry screen, select the type of inquiry from the list provided.
The type of inquiry (Account Balance Data, Authorization Transactions, Payment Data and
Summary Grant Data) determines which type of data will be returned.
- Click on the Continue button.
- Enter the criteria you will use as a basis for your query in the fields provided.
- Indicate whether you wish to save the inquiry.
- Click on the Run the Inquiry button.
A saved inquiry may be retrieved and re-run by using the Stored Grantee Inquiries option.
The results of the inquiry may be saved as a file.
Adhoc Grantee Inquiries
Use this option to access the four predefined inquiries: Account Balance Data,
Authorization Transactions, Payment Data, and Summary Grant Data.
-
Account Balance Data. This inquiry provides total authorized, total payments
and funds available balance for the account and all its sub-accounts, if applicable.
-
Authorization Transactions. This inquiry displays an audit trail of all
authorization transactions posted for a grant. It contains the detail
supporting transactions for all grants under the PIN, Payee Account(s) or
Grant Number(s).
-
Payment Data. This inquiry displays a history of all payments and other payment
related transactions, or payments of a specific sub-account, or payments within
specific start and end dates, or for a specific confirm number.
-
Summary Grant Data. This inquiry displays Authorized and Disbursed totals for each
grant number. The Grantee may enter the PIN, Payee Account, or specific grant number.
Stored Grantee Inquiries
Use this option to retrieve, change, and re-run inquiries stored using the Adhoc Grantee Inquiries.
-
Select the stored inquiry from the list provided. You will only see a list
of the inquiries that you have saved. This list is sorted by type.
- Click on the Continue button.
- Review the inquiry criteria. Choose to change, rerun, or resave it.
-
Click on the Run Inquiry button to rerun the inquiry. The results of
your query will be displayed.
-
Click on the Cancel button. The results will confirm the transaction.
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