9 Consultants Clinic by GIskmakova and KLomibao 15Mar2016

8/19/2019 9 Consultants Clinic by GIskmakova and KLomibao 15Mar2016

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Asian Development Bank2016 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 & Settings

http://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

• ADB staff can search for specific

registered consultants in the CMSdatabase.


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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 Dashboard


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Individual Consultant’s Details


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Affiliating Individual ConsultantProfile with a Firm

I di id l C l ’ D il


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I di id l C l ’ D il


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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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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

Affiliate Organizations screen


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Firm Entity Details


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Firm Entity Details


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Payment information

Payment Information area


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y

Payment Information screen


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y


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Find Bank 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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Click on the Project link to view the Project Data Sheet in 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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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

EOI screen


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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

EOI screen


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Search and Select EOI screen


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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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CMS Tip4: Read the “Read This First!”


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CMS Tip4: Read the Read This First!document in the RFP Attachments

RFP screen


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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

Dashboard


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TECH Attachments

subtab


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TECH

-

2

subtab


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Team Member screen


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TECH

-

2

subtab


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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

-

1A

subtab


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Remuneration screen


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FIN

-

1A

subtab


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FIN

-

2

subtab


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FIN

-

3

subtab


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Messages screen


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Create Message screen


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Verify & Submit 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

Verify & Submit screen


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TP Notifications


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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)

consultanttutor adb org


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consultanttutor.adb.org

CMS Dashboard


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CMS Dashboard


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Questions


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9 Consultants Clinic by GIskmakova and KLomibao 15Mar2016

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Transcript of 9 Consultants Clinic by GIskmakova and KLomibao 15Mar2016