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222 The Consulting Firm Profile ADB continuously seeks qualified consultants to engage in the development of its projects. Its database of consultants has more than

4,000 registered firm entries. With this degree of selection at hand, having an up-to-date Consulting Firm Profile can contribute to a

firm’s chances of being shortlisted for a project. This quick reference guide details the options available to help the user update and manage

the particulars found in the Consultant Profile.

1. Verify that the general details on

the consulting entity are

accurate. Certain core data will

require an email message to the

CMS Registration Administrator

at cmsregister@adb.org

before an update can be

effected. These fields include

firm name, status (new, active,

suspended, deactivated), user

accounts (username/email

address), country and year of

incorporation.

2. Review Firm/Organization

details. If work was done

previously on other ADB

projects, click Yes under

Previously Engaged by ADB.

3. If the type of organization has

expanded since the last update,

click on Add Type of

Organization(s). For the Scope

field, the National or

International buttons refer to the

organization’s scope of operations.

4. Maintain affiliations by clicking on Add Affiliate Organization(s) to enter new

affiliates, or by clicking the “Trash” icon to delete affiliations that no longer

exist. If the added organization is already registered in CMS, a system generated

email notification will be sent to

the entity with a facility for that

organization to confirm or deny

such an affiliation.

5. Click on Add Sector Expertise

to include any new expertise, or

by clicking on the “Trash” icon to

delete any expertise that no

longer applies to the consulting

firm.

6. Use Add Project Details to

update core details of each of the

consulting firm’s projects.

MANAGING CONSULTING FIRM PROFILE CONTENTS

The following steps ensure that the consulting profile is properly maintained. The steps may be taken in any order.

CONTACT INFORMATION

For user/technical support , contact Help Desk.

cmshelp@adb.org

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222

1. Click on Employees of the Organization

menu to enter updates on your employees.

2. Click on Other Information to update

(add, delete or edit) attachments or to enter

relevant details about your organization in

the Note to ADB.

3. To add an attachment, click on the Add

Attachment button to open the page.

4. To edit an attachment, click on the Pencil

icon under the Update

column.

5. To delete an attachment, hit

the Trash icon under the

Delete column.

6. Click on the Address Book

submenu to add branches or edit

address details.

7. You may enter Contacts

Information for the branches

you added in the Contact

Directory page to maintain the

list of contacts.

8. Click on the Contact Directory submenu to add contact details for the firm.

9. Click on Add Contact(s). This

will open a new page where

contact details can be entered.

Click Apply to save the

changes.

10. Click on Key Experts to add, edit or delete records.

11. Click on Add Key Expert(s)

to open the Key Experts page

for additional entry.

12. Click on the Pencil icon to

update details of a particular

expert, or click on the Trash

icon to delete experts who are

no longer affiliated with your

organization.

13. Upon completion of profile update, save your changes and click on Logout to exit the CMS Consultant Portal or click on the Dashboard link to work on your action items.

MANAGING EMPLOYEES OF THE ORGANIZATION

Users are not allowed to reassign the Primary Contact person. Firms must send an email to cmsregister@adb.org indicating the updated information (i.e., Title, Last Name, First Name, Job Title/Position, email addresses of former and new primary contact persons) if they wish to reassign the current primary role to another person, or if there are any up-dates in Primary Contact person information.

For all the Key Experts registered as an affiliate, an automatic email notification will be

sent informing them of their registration as an affiliate, as well as to allow them to confirm

or deny such affiliation. For those who are not yet registered in CMS, it is an opportunity

for them to accept the invitation to access the CMS platform and continue with their

respective registration as Individual Consultants.

Additional fields for managing the consulting entity profile are available by accessing the submenu on the upper left portion of the screen.

Each bulleted item opens a separate screen.