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Asian Development Bank2015 Business Opportunities Fair Galia
Ismakova, OSFMDKarl Lomibao, OIST
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CMS Tip 1: use compatible browsers& recommended settings
Using incompatible browsers orsettings can lead to:• Inability
to access the TOR &
Cost Estimate tabs in CSRN• Errors in downloading
Technical Proposal templates• Appearance of additional Go
commandbuttons on the screen
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Recommended Browsers & Settingshttp://cms.adb.org/
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Consultant Registration
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http://cms.adb.org/
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Basic Information screen
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Profile tab
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CMS Tip 2: Complete your Profileinformation
• You can select information to behighlighted in your
Expressions ofInterests.
• Your CMS Profile can be used asyour CV/Company Information
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Affiliating Firm Profile with anIndividual Consultant
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Firm Key Experts screen
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Individual Consultant’s Details
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Individual Consultant’s Details
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Individual Consultant’s Details
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Affiliating Individual ConsultantProfile with a Firm
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I di id l C l ’ D il
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Individual Consultant’s Details
C Affili i S
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Company Affiliation Screen
Fi ’ D hb d
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Firm’s Dashboard
Fi K E t
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Firm Key Experts screen
Key Experts screen
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Key Experts screen
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Affiliating Firm Profilewith another Firm
Firm Entity Details
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Firm Entity Details
Firm Entity Details
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Firm Entity Details
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Affiliate Organizations screen
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Affiliate Organizations screen
Firm’s Dashboard
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Firm s Dashboard
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Firm Entity Details
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Firm Entity Details
Affiliate Organizations screen
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Affiliate Organizations screen
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Payment information
Payment Information area
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y
Payment Information screen
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y
Payment Information screen
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y
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Payment Information screen
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y
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What is an Intermediary Bank?
Why do I need it?To avoid unapplied payments, delaysand
unnecessary transaction fees.
CMS Tip 3:Provide intermediary bank details.
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Consulting ServicesRecruitment Notices (CSRN)
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Viewing Consulting Opportunities
• csrn.adb.org (anyone)• Opportunities tab in CMS
(registered consultants)• weekly CSRN Weekly email
notifications (actively registered
consultants)
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Searching opportunities viahttp://csrn.adb.org
http://csrn.adb.org/
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Specify Filter options and click Search toview targeted
consulting opportunities
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http://csrn.adb.org/
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Click the View CSRN icon to view the consulting opportunity
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Searching opportunities viahttp://cms.adb.org
http://cms.adb.org
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CMS Dashboard
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Opportunities tab
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Searching opportunities viathe CSRN Weekly email
notification
CSRN Weekly Notification
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Viewing the CSRN screen
CSRN screen
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CSRN screen
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Submitting EOIs
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EOI screen
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Project Reference screen
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Project Details screen
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Project Reference screen
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EOI screen
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EOI screen
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Add Attachment screen
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EOI screen
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Reusing similar EOI
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Search and Select EOI screen
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How to check status of EOI
Opportunities tab
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Responding to RFP
Dashboard
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RFP tab
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Preparing and Submitting Proposals
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Regarding online CMS proposals:
• CMS does not function as a dropbox forproposals; ample time
for data entry offields should be reserved
• Access times to CMS is verifiable• Upload attachments as PDFs
rather
than DOCs as these attachments areautomatically combined for the
benefit
of the evaluators
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TECH-2 subtab
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Team Member screen
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Team Member screen
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TECH-4 subtab
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FIN Attachments subtab
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FIN-2 subtab
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Create Message screen
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Warnings and error messages in the
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g gworkflow screen
• Clicking the Verify button displays anyWarnings or Errors that
are validated byCMS
• Errors prevent submission and must beproperly addressed
• Error messages persist until the Verifybutton is clicked
again
• Warnings only require that a comment
be entered
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CMS Notifications on Technicalproposal Scores and
financialproposal amounts
TP Notifications
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TP and Price notification
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CMS Tip 5: take advantage of onlinereferences before resorting
to contacting
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references before resorting to contactingCMShelp
• Learning Videos• Quick Reference Guides (QRGs)• Frequently
Asked Questions (FAQs)
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CMS Dashboard
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CMS Dashboard
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Questions
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Thank you!
