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Asian Development Bank

2016 Business Opportunities Fair


Galia Ismakova, OSFMD
Karl Lomibao, OIST

CMS Tip 1: use compatible browsers


& recommended settings
Using incompatible browsers or
settings can lead to:
Inability to access the TOR &
Cost Estimate tabs in CSRN
Errors in downloading
Technical Proposal templates
Appearance of additional Go command
buttons on the screen

http://cms.adb.org/

Recommended Browsers & Settings

Consultant Registration

http://cms.adb.org/

Basic Information screen

Profile tab

CMS Tip 2: Complete your Profile


information
You can select information to be
highlighted in your Expressions of
Interests.
Your CMS Profile can be used as
your CV/Company Information
ADB staff can search for specific
registered consultants in the CMS
database.

Affiliating Firm Profile with an


Individual Consultant

Firm Key Experts screen

Firm Key Experts screen

Individual Consultants Dashboard

Individual Consultants Details

Individual Consultants Details

Individual Consultants Details

Affiliating Individual Consultant


Profile with a Firm

Individual Consultants Details

Individual Consultants Details

Company Affiliation Screen

Firms Dashboard

Firm Key Experts screen

Key Experts screen

Affiliating Firm Profile


with another Firm

Firm Entity Details

Firm Entity Details

Affiliate Organizations screen

Affiliate Organizations screen

Firms Dashboard

Firm Entity Details

Firm Entity Details

Affiliate Organizations screen

Payment information

Payment Information area

Payment Information screen

Payment Information screen

Find Bank screen

Payment Information screen

Payment Information screen

CMS Tip 3:
Provide intermediary bank details.

What is an Intermediary Bank?

Why do I need it?


To avoid unapplied payments, delays
and unnecessary transaction fees.

Consulting Services
Recruitment Notices (CSRN)

Viewing Consulting Opportunities


csrn.adb.org (anyone)
Opportunities tab in CMS
(registered consultants)
weekly CSRN Weekly email
notifications (actively registered
consultants)

Searching opportunities via


http://csrn.adb.org

http://csrn.adb.org/

Specify Filter options and click Search to


view targeted consulting opportunities

http://csrn.adb.org/
Click on the Project link to view the Project Data Sheet in ADB.org

http://csrn.adb.org/
Click the View CSRN icon to view the consulting opportunity

Searching opportunities via


http://cms.adb.org

http://cms.adb.org

CMS Dashboard

Opportunities tab

Searching opportunities via


the CSRN Weekly email notification

CSRN Weekly Notification

Viewing the CSRN screen

CSRN screen

CSRN screen

Submitting EOIs

EOI screen

EOI screen

Project Reference screen

Project Details screen

Project Reference screen

EOI screen

EOI screen

Add Attachment screen

EOI screen

Reusing similar EOI

EOI screen

Search and Select EOI screen

Search and Select EOI screen

How to check status of EOI

Opportunities tab

Responding to RFP

Dashboard

RFP tab

CMS Tip4: Read the Read This First!


document in the RFP Attachments

RFP screen

Preparing and Submitting Proposals

Regarding online CMS proposals:


CMS does not function as a dropbox for
proposals; ample time for data entry of
fields should be reserved
Access times to CMS is verifiable
Upload attachments as PDFs rather
than DOCs as these attachments are
automatically combined for the benefit
of the evaluators

Dashboard

TECH Attachments subtab

TECH-2 subtab

Team Member screen

TECH-2 subtab

Team Member screen

TECH-4 subtab

FIN Attachments subtab

FIN-1A subtab

Remuneration screen

FIN-1A subtab

FIN-1B subtab

FIN-2 subtab

FIN-3 subtab

Messages screen

Create Message screen

Verify & Submit screen

Warnings and error messages in the


workflow screen
Clicking the Verify button displays any
Warnings or Errors that are validated by
CMS
Errors prevent submission and must be
properly addressed
Error messages persist until the Verify
button is clicked again
Warnings only require that a comment
be entered

Verify & Submit screen

CMS Notifications on Technical


proposal Scores and financial
proposal amounts

TP Notifications

TP and Price notification

CMS Tip 5: take advantage of online


references before resorting to contacting
CMShelp
Learning Videos
Quick Reference Guides (QRGs)
Frequently Asked Questions (FAQs)

consultanttutor.adb.org

CMS Dashboard

Questions

Thank you!