19
Consultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated 15 September 2009

Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

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Page 1: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

Consultant Management System (CMS) Asian Development Bank

User Guide

Individual Consultant Registration

Version 20 26 February 2008

Updated 15 September 2009

Individual Consultant Registration Preliminary Steps 1 Visit the httpwwwadborg website 2 Select Consultant Management System options under Opportunities section located on the right-side of the screen 3 At the Consultant Management System (CMS) page click on Individual Consultant Registration 4 Read the Consultant Management System (CMS) Guidance and Instructions Page Or 1 Visit the httpwwwadborg website 2 Click on the Opportunities Tab 3 At the Opportunities Page click on Business Opportunities at the left column menu 4 At the Business Opportunities Page click on Consulting Services at the left column menu 5 At the Consulting Services Page click on the link to the Consultant Management System (CMS) 6 At the Consultant Management System (CMS) page click on Individual Consultant Registration 7 Read the Consultant Management System (CMS) Guidance and Instructions Page

Notes a The Guidance and Instructions Page has three (3) tabs namely Overview

Learn More and FAQ Please take time to read the information on these pages for proper guidance

b - This symbol refers to a Long Tip Please click on this symbol each time it appears to display the corresponding long tip

c ADB member country ndash This is an example of a hyperlink Please click on these hyperlinks each time they appear to view the content of the corresponding files

d The consultant has two (2) options for registration ie he may complete the first 2 pages of the Simplified Registration (SR) and opt to update his profile in the CMS Consultant Portal in a future time or continue with the three (3) other pages to complete a Full Registration (FR)

e The Simplified Registration (SR) has to be completed within 30 minutes to avoid time-outs Consultant information must be ready prior to registration

f If the consultant decides to continue with the Full Registration a facility to save his entered details is already available Consultant is advised to save his data every 15 minutes to avoid losing his changes

g Prior to registration consultant is advised to browse through the CMS registration pages to take note of the required information and assemble the necessary documents before proceeding with the actual registration in order to complete it within the prescribed 30 minutes

h Eligibility Check The CMS checks for the eligibility of your registration It does not allow registrations failing the following Eligibility Criteria for Individual Consultants

To register in CMS as an individual consultant you must

1 Be a citizen of an ADB member country and 2 Have appropriate work or consulting experience of at least three years

i Duplicate Check The CMS checks for duplicate registration If you have

previously registered with the DICON (ADBrsquos former database for Individual Consultants) your profile has been migrated and registered in the CMS and there is no need to re-register

The basis for duplicate validation are 1 Last Name 2 First Name 3 Country of Birth 4 Date of Birth

j Deactivate Consultants with reason code Invalid Records and Duplicate Profile will be purge from the system after 15 days

k Attachments The CMS provides a facility to upload any documents or links eg resumecurriculum vitae homepage information references certifications licenses and other documents elaborating on the consultants expertise Please limit the size of your file attachments to 5 MB ADB reserves the right to delete large or redundant attachments

8 To register click on Proceed with CMS Registration

Registration Steps Simplified Registration (SR)

I Fill-out the Basic Information Page of the Simplified Registration (SR) 1 Note the Tip on the symbol ldquo rdquo ndash This means that it is mandatory to enter data on the specific field leaving the field blank will cause the system to display an error message and will not allow the registration to proceed On the other hand you may choose to fill-out only the mandatory fields to complete the Simplified Registration and update your profile later by accessing the Consultant Portal as soon as your user details (usernamepassword) has been emailed to you

2 Click on the hyperlink to the ldquoADBrsquos use of your informationrdquo Read the contents of the linked file and then click the OK button to close it

3 Click on the Qualifications Longtip to display and read the file then click on the OK Button to close it

4 Enter Basic Individual Consultant Information Note that List of Values for Citizenship is limited to the list of ADB member countries If you are not a citizen of an ADB member country your registration cannot proceed If you have other citizenships you may enter them at the Additional Information Page of the Full Registration or when you update your profile through the Consultant Portal

5 Click on the Longtip to display and read the notice on ldquoRelatives by ConsanguinityMarriagerdquo then click OK to close it

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 2: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

Individual Consultant Registration Preliminary Steps 1 Visit the httpwwwadborg website 2 Select Consultant Management System options under Opportunities section located on the right-side of the screen 3 At the Consultant Management System (CMS) page click on Individual Consultant Registration 4 Read the Consultant Management System (CMS) Guidance and Instructions Page Or 1 Visit the httpwwwadborg website 2 Click on the Opportunities Tab 3 At the Opportunities Page click on Business Opportunities at the left column menu 4 At the Business Opportunities Page click on Consulting Services at the left column menu 5 At the Consulting Services Page click on the link to the Consultant Management System (CMS) 6 At the Consultant Management System (CMS) page click on Individual Consultant Registration 7 Read the Consultant Management System (CMS) Guidance and Instructions Page

Notes a The Guidance and Instructions Page has three (3) tabs namely Overview

Learn More and FAQ Please take time to read the information on these pages for proper guidance

b - This symbol refers to a Long Tip Please click on this symbol each time it appears to display the corresponding long tip

c ADB member country ndash This is an example of a hyperlink Please click on these hyperlinks each time they appear to view the content of the corresponding files

d The consultant has two (2) options for registration ie he may complete the first 2 pages of the Simplified Registration (SR) and opt to update his profile in the CMS Consultant Portal in a future time or continue with the three (3) other pages to complete a Full Registration (FR)

e The Simplified Registration (SR) has to be completed within 30 minutes to avoid time-outs Consultant information must be ready prior to registration

f If the consultant decides to continue with the Full Registration a facility to save his entered details is already available Consultant is advised to save his data every 15 minutes to avoid losing his changes

g Prior to registration consultant is advised to browse through the CMS registration pages to take note of the required information and assemble the necessary documents before proceeding with the actual registration in order to complete it within the prescribed 30 minutes

h Eligibility Check The CMS checks for the eligibility of your registration It does not allow registrations failing the following Eligibility Criteria for Individual Consultants

To register in CMS as an individual consultant you must

1 Be a citizen of an ADB member country and 2 Have appropriate work or consulting experience of at least three years

i Duplicate Check The CMS checks for duplicate registration If you have

previously registered with the DICON (ADBrsquos former database for Individual Consultants) your profile has been migrated and registered in the CMS and there is no need to re-register

The basis for duplicate validation are 1 Last Name 2 First Name 3 Country of Birth 4 Date of Birth

j Deactivate Consultants with reason code Invalid Records and Duplicate Profile will be purge from the system after 15 days

k Attachments The CMS provides a facility to upload any documents or links eg resumecurriculum vitae homepage information references certifications licenses and other documents elaborating on the consultants expertise Please limit the size of your file attachments to 5 MB ADB reserves the right to delete large or redundant attachments

8 To register click on Proceed with CMS Registration

Registration Steps Simplified Registration (SR)

I Fill-out the Basic Information Page of the Simplified Registration (SR) 1 Note the Tip on the symbol ldquo rdquo ndash This means that it is mandatory to enter data on the specific field leaving the field blank will cause the system to display an error message and will not allow the registration to proceed On the other hand you may choose to fill-out only the mandatory fields to complete the Simplified Registration and update your profile later by accessing the Consultant Portal as soon as your user details (usernamepassword) has been emailed to you

2 Click on the hyperlink to the ldquoADBrsquos use of your informationrdquo Read the contents of the linked file and then click the OK button to close it

3 Click on the Qualifications Longtip to display and read the file then click on the OK Button to close it

4 Enter Basic Individual Consultant Information Note that List of Values for Citizenship is limited to the list of ADB member countries If you are not a citizen of an ADB member country your registration cannot proceed If you have other citizenships you may enter them at the Additional Information Page of the Full Registration or when you update your profile through the Consultant Portal

5 Click on the Longtip to display and read the notice on ldquoRelatives by ConsanguinityMarriagerdquo then click OK to close it

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 3: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

i Duplicate Check The CMS checks for duplicate registration If you have

previously registered with the DICON (ADBrsquos former database for Individual Consultants) your profile has been migrated and registered in the CMS and there is no need to re-register

The basis for duplicate validation are 1 Last Name 2 First Name 3 Country of Birth 4 Date of Birth

j Deactivate Consultants with reason code Invalid Records and Duplicate Profile will be purge from the system after 15 days

k Attachments The CMS provides a facility to upload any documents or links eg resumecurriculum vitae homepage information references certifications licenses and other documents elaborating on the consultants expertise Please limit the size of your file attachments to 5 MB ADB reserves the right to delete large or redundant attachments

8 To register click on Proceed with CMS Registration

Registration Steps Simplified Registration (SR)

I Fill-out the Basic Information Page of the Simplified Registration (SR) 1 Note the Tip on the symbol ldquo rdquo ndash This means that it is mandatory to enter data on the specific field leaving the field blank will cause the system to display an error message and will not allow the registration to proceed On the other hand you may choose to fill-out only the mandatory fields to complete the Simplified Registration and update your profile later by accessing the Consultant Portal as soon as your user details (usernamepassword) has been emailed to you

2 Click on the hyperlink to the ldquoADBrsquos use of your informationrdquo Read the contents of the linked file and then click the OK button to close it

3 Click on the Qualifications Longtip to display and read the file then click on the OK Button to close it

4 Enter Basic Individual Consultant Information Note that List of Values for Citizenship is limited to the list of ADB member countries If you are not a citizen of an ADB member country your registration cannot proceed If you have other citizenships you may enter them at the Additional Information Page of the Full Registration or when you update your profile through the Consultant Portal

5 Click on the Longtip to display and read the notice on ldquoRelatives by ConsanguinityMarriagerdquo then click OK to close it

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 4: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

Registration Steps Simplified Registration (SR)

I Fill-out the Basic Information Page of the Simplified Registration (SR) 1 Note the Tip on the symbol ldquo rdquo ndash This means that it is mandatory to enter data on the specific field leaving the field blank will cause the system to display an error message and will not allow the registration to proceed On the other hand you may choose to fill-out only the mandatory fields to complete the Simplified Registration and update your profile later by accessing the Consultant Portal as soon as your user details (usernamepassword) has been emailed to you

2 Click on the hyperlink to the ldquoADBrsquos use of your informationrdquo Read the contents of the linked file and then click the OK button to close it

3 Click on the Qualifications Longtip to display and read the file then click on the OK Button to close it

4 Enter Basic Individual Consultant Information Note that List of Values for Citizenship is limited to the list of ADB member countries If you are not a citizen of an ADB member country your registration cannot proceed If you have other citizenships you may enter them at the Additional Information Page of the Full Registration or when you update your profile through the Consultant Portal

5 Click on the Longtip to display and read the notice on ldquoRelatives by ConsanguinityMarriagerdquo then click OK to close it

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 5: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

3 Click on the Qualifications Longtip to display and read the file then click on the OK Button to close it

4 Enter Basic Individual Consultant Information Note that List of Values for Citizenship is limited to the list of ADB member countries If you are not a citizen of an ADB member country your registration cannot proceed If you have other citizenships you may enter them at the Additional Information Page of the Full Registration or when you update your profile through the Consultant Portal

5 Click on the Longtip to display and read the notice on ldquoRelatives by ConsanguinityMarriagerdquo then click OK to close it

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 6: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

6 If you are an ADB Staff member spouse although you are not covered by the eligibility criteria stated above you have to indicate the name of your spouse else the system will display an error message and shall not allow you to proceed with your registration 7 Click on Longtip to display and read the notice for former ADB employees then click OK to close it 8 If you are a former ADB employee the Employment End Date is a mandatory field leaving it blank will cause the system to display an error message and will not allow you to proceed with your registration

9 Click on Longtip to display and read the notice for government-owned institution then click OK to close it

10 If you have been or are currently a government employee you have to indicate your government agency name and the country of location as they are mandatory fields

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 7: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

11 Fields of Specialization Expertise You have to indicate at least 1 expertise Clicking on Add Expertise shall open a blank field for a free text entry Please note that the period of experience required should be in person- months Expertise is not mutually exclusive Experience does not necessary equal total consulting assignments ie you may have been engaged as a Financial and Economical Analysis Expert for 3 person-months you may state 3 months of experience each as a Financial Analysis Expert as well as an Economical Analysis Expert

12 You may list all applicable expertise You are allowed to check as many primary expertise as you see fit provided you can show reasonable experience correspondingly You can substantiate your expertise in the Work Experience Page of the Full Registration 13 You may delete expertise by clicking on the ldquoTrash Iconrdquo of the particular expertise row 14 Fields of Specialization Themes ADB Themes Thematic classification tracks how each project and ADB operations collectively support the strategic goals of ADB Theme assignment is not mutually exclusive ie one project can be assigned to up to three themes and corresponding subthemes (the three corresponding subthemes can be chosen from one two or three themes) If you have previously worked on ADB

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 8: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

projects please select all applicable themes with which these projects have been classified You may substantiate these theme selections in the Project Details Page

15 Enter Address and User Account Details please take note of the tip under the Email Address field ldquoYour email address will be your UserID for the systemrdquo

16 You have reached the end of the Basic Information Page you may choose to take time to scroll-up and review the data entered and validate whether you have filled-out all the mandatory fields then click on the continue button to proceed to the next page 17 You may click on the Add References to open a row to enter details of your references You may include ADB Staff who know you professionally

Click to delete blank row

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 9: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

18 Click on the Add Attachments Button to open the Add Attachments Page 19 You may attach as many attachments that you want to upload however you need to enter details of one (1) attachment at a time

20 After entering details of an attachment you may click on ldquoAdd Anotherrdquo for the next attachment to upload

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 10: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

21 After all attachments have been uploaded click on the ldquoApplyrdquo button to exit the ldquoAdd Attachments Pagerdquo

22 The consultant has an option to enter comments on the registration procedure

23 Click on the Submit button A system generated Email Notification on the confirmation of your registration and containing your User ID and Password for you to be able log into the CMS Consultant Portal and update your profile shall be sent immediately If you do not receive the email in one (1) hour you may contact cmsregisteradborg 24 View the Confirmation Page

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 11: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

25 At this point the consultant has two (2) options ie (1) to end the Simplified Registration by clicking on the Done Button or (2) to proceed with the Full Registration by clicking on the ldquoGo to Full Registrationrdquo button

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 12: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

Registration Steps Full Registration (FR) 1 Enter your work experience details Please remember to save your data frequently to avoid losing your changes

2 Click the ldquoAdd Employment(s)rdquo button to enter your Employment History Enter Employment Details one employment at a time You can click on ldquoAdd Another Employment Detailrdquo to enter data on another employment

3 Click on ldquoOk ldquoto exit the page If you click on ldquoCancelrdquo your entered data will not be saved 4 Your employment history is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 13: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

5 Click on Add Consultancy Work to enter consultancy project details If Funding Source is ADB you may indicate the LoanTAGrant No

6 Fields of Specialization The consultant should provide at least one (1) expertise related to the particular project

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 14: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

7 The next 2 fields Sector and Themes particularly refer to ADB Projects If you have previously worked on ADB projects these projects have been classified into applicable ADB SectorsSubsectors and ADB ThemesSubthemes 8 ADB Sectors Sector classification primarily tracks the trends in allocations of ADBrsquos operational resources to economic sectors Sector assignment is mutually exclusive ie one project registers one predominant sector and one predominant subsector Projects supporting more than one sector are registered as multisector projects with corresponding assignment of up to three sectors or subsectors and estimation of project resources allocated to each of the three sectors If the project details are for an ADB project please select the applicable SectorSubsector with which this project has been classified 9 ADB Themes If the project details are for an ADB project please select the applicable Theme(s)Subtheme(s) with which this project has been classified

10 Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page If you click on ldquoCancelrdquo your entered data will not be saved 11 Your consultancy work is summarized in rows in the Work Experience Page You may click on the ldquoRecordrdquo icon under the ldquoDetailsrdquo Column to review your entered data

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 15: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

12 Click on the ldquoNextrdquo Button to proceed to the Credentials Page 13 Note that the Geographical Experience Section has been automatically populated with the countries retrieved from details entered in the Work Experience Page (Employment and Consultancy Details)

14 Languages You may enter all the Languages you know with corresponding proficiency In this example the consultant can ldquoread write and understandrdquo French but doesnrsquot know how to ldquospeakrdquo the language If the Language you know is not in the List choosing the ldquoOther Languagesrdquo makes the ldquoDescriptionrdquo a mandatory field

System populated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 16: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

15 You may add to your ldquoGeographical Experiencerdquo to include trainings research work etc

16 Professional Qualifications Examples are Certified Public Accountant Licensed Civil Engineer etc You may also include memberships in professional societies eg Royal Agricultural Society of England (RASE) American Society of Mechanical Engineers (ASME) etc

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 17: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

17 Click on the ldquoNextrdquo Button to open the Additional Information Page Note that the ldquoCitizenship Sectionrdquo is pre-populated with the Citizenship data entered in the Basic Information Page of the Simplified Registration

18 Note also that the ldquoComments and Suggestions Sectionrdquo is pre-populated with the comment entered in the ldquoRegistration Comments Sectionrdquo of the Attachments and Certification Page of the Simplified Registration

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 18: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

19 Click on ldquoAdd Former Name(s)rdquo to open a row if applicable

20 You may enter additional citizenship by clicking on ldquoAdd Citizenship(s)rdquo button

21 Click on ldquoAdd Affiliate(s)rdquo to enter affiliation details If the organization you added as an affiliate is already registered in the CMS a system generated email notification of the affiliation with a facility for that organization to confirm or deny such affiliation shall be sent to the affiliated entity

22 You may click on ldquoAdd Another Affiliaterdquo button to add another affiliate or click ldquoOKrdquo to exit the page If you click on ldquoCancelrdquo your entered data will not be saved

System populated

23 Click on the ldquoDonerdquo button to conclude the Full Registration

Page 19: Consultant Management System (CMS) · PDF fileConsultant Management System (CMS) Asian Development Bank User Guide Individual Consultant Registration Version 2.0 26 February 2008 Updated

23 Click on the ldquoDonerdquo button to conclude the Full Registration