Individual - How to register in CMS.pdf

7/26/2019 Individual - How to register in CMS.pdf

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REGISTRATION PROCEDURE FOR SIMPLIFIED REGISTRATION (SR)

1. Open your Internet Browser and type http://

cms.adb.org in the address field.

2. You will be directed to the Consultant Management

System page, click on Register as Individual

Consultant.

3. Fill-out the basic information page of the Simplified

Registration (SR). 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 (username/password) has been emailed to

you. Mandatory fields are as follows:

a. Title — is your profession or marital status.

b. Last Name — is the consultant’s surname.

c. First Name — is the consultant’s personal name.

d. Date of Birth — is the consultant’s birth date.

Use this format (dd-mmm-yyyy or 07-Feb-2014)

when typing your birth date in the field. You may

also click the calendar icon right after the field

box to choose the date, month and year.

e. Country of Birth — is the country you were

born in.

f. Citizenship — is the consultant’s citizenship. Ifyou 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.

g. Government-Issued ID No. — is any number

issued by the government which is intended to

identify an individual. Examples are passport,

driver’s license , national identification card, etc.).

Introduction on Registration A consultant who wish to submit Expressions of Interest (EOI) in a published advertisement should first register in the Consult

Management System (CMS). There are two (2) options for registration, these are:

1. Simplified Registration (SR) is the initial registration page where the consultant may complete the first 2 pages and opt to upd

his profile in the CMS Consultant Portal in a future time; and

2. Full Registration (FR) is a continuance of Simplified Registration (SR) where the consultant should complete the additional th

pages of registration.

The Simplified Registration (SR) has to be completed within 30 minutes to avoid time-outs. Ready your information prioregistration. The consultant is advised to browse through the CMS registration pages to take note of the required information assemble the necessary documents before proceeding with the actual registration in order to complete it within the prescribed 30 minut

If the consultant decides to continue with the Full Registration, a facility to save his entered details is already availaConsultant is advised to save his data every 15 minutes to avoid losing his changes. CMS checks for the eligibility of yregistration. It does not allow registrations failing the following Eligibility Criteria, which are as follows:

An Individual Consultant must be a citizen of an ADB member country; and

Must have appropriate work or consulting experience of at least three years.

The 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. An Asterisk (*) means that it is mandatory to enter data on th

specific field, leaving the field blank will cause the system to display a

error message and will not allow the registration to proceed.



2 2 2 REGISTRATION PROCEDURE FOR SIMPLIFIED REGISTRATION (SR)

4. The Consultant Information area should be filled-out by the consultant especially the fields that are considered as mandator

these are:

a. How many years of work and/or consulting experience do

you have? — You have to ensure that you have at least three (3)

years of work/consulting experience.

b. Consulting Category — choose from the drop down menu your

consulting group.

c. Do you have any close relatives (except for spouse) presently working at ADB?

d. Are you an ADB Staff Member Spouse? — If you are an ADB Staff member spouse, you have to indicate the name of yospouse; else the system will display an error message and shall not allow you to proceed with your registration.

e. Are you an ADB registered domestic partner? — If you are an ADB registered domestic partner, you have to indicate th

name of your ADB staff domestic partner; else the system will display an error message and shall not allow you to proceed wit

your registration.

f. Have you ever been an ADB staff employee? — If you are a former ADB employee, the Employment End Date is

mandatory field, leaving it blank will cause the system to display an error message and will not allow you to proceed with you

registration.

g. Have you ever been on a consulting assignment with ADB?

h. Have you been or are you currently a government employee? — If you have been or are currently a governme

employee, you have to indicate your government agency name and the country of location.

This symbol refers to a Long Tip. Please click on

this symbol each time it appears, to display the corre

sponding long tip.

5. Fields of Specialization area is where you add your expertise and ADB Themes.

a. Expertise — Click Add Expertise button to add all applicable expertise. You are allowed to check as many primary expertise

you see fit provided that you can show reasonable experience correspondingly. You can substantiate your expertise in the Wo

Experience Page of the Full Registration.

4a

4b

4c

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4e

4f

4g

4h

You may delete expertise or ADB theme b

clicking on the Trash Icon of the particula

expertise/ADB theme row.



3 3 3 REGISTRATION PROCEDURE FOR SIMPLIFIED REGISTRATION (SR)

6. Contact Details area is where you can add your contact details. You

must enter the mandatory fields such as Country, Street Address,

Telephone Number, Email Address, and your City, Town or Locality.

Please note that your email address will be you

UserID for the system.

7. 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.

8. Click on the Add References button to open a new

row. Enter details of your references. You may

include ADB Staff who know you professionally.9. Click on the Add Attachment Button to open the

Add Attachments Page.

10. You may attach as many attachments that you want

to upload, however you need to enter the details of

one (1) attachment at a time.

11. After entering details of an attachment you may

click on Add Another for the next attachment to

upload. After all attachments have been uploaded,

click on the Apply button to exit the Add

Attachments Page or if you want to terminate

without saving, click Cancel.

12. The consultant has an option to enter comments

on the registration procedure.

13. You have to certify that the information you

provided is accurate and true by ticking theCertification checkbox.

14. Click on the Submit button. A system generated

Email Notification on the confirmation of your

registration containing your UserID and Password

shall be sent immediately. If you do not receive

the email in one (1) hour, you may contact:

[email protected].

15. View the Confirmation Page.

C:\Documents\My Resume.pdf

At this point, the consultant has two options, (1) to end the Simplified Registration by clicking on the Done Button; or, (2) to procee

with the Full Registration by clicking on the Go to Full Registration button.

b. ADB Themes — If you have previously worked on ADB projects, please select all applicable themes with which these projec

have been classified. You may substantiate these theme selections in the Project Details Page. Click Add Theme(s) button to a

an ADB Theme.



4 4 4 REGISTRATION PROCEDURE FOR FULL REGISTRATION (FR)

1. After completing the Simplified Registration (SR) and

after reading the Confirmation message, you can

proceed by clicking the Go to Full Registration

button.

2. Enter your work experience details. Click the Add

Employment(s) button to enter your Employment

History.

3. In the Employment Details screen, enter the details of your employment and employer.

In the Employment Details area, mandatory fields are:

a. Start Date — is the date on which your employment initiates.

b. Position — is the title of your job.

c. Description of Duties — refers to the required tasks, knowledge, skills, abilities, and reporting structure required for the define

position.Under Employer Information area, required fields are:

d. Name — is the name of your employer/company.

e. Type of Business — refers to the category that your business falls into.

f. Country — is the country of your employer/company.

g. City — is the city of your employer/company.

4. You can click on Add Another Employment to enter data on another employment.

5. Click on Ok to exit the page or click on Cancel to lose the entered data without saving.

3a

3b

3c

3d

3e3f

6. Your employment history is summarized in rows in

the Work Experience Page. You may click on the

Record icon under the Details Column to review your

entered data.

7. Click on Add Consultancy Work(s) button to enter

consultancy project details.

Please remember to Save your data frequently

to avoid losing your changes.




8. In the Consultancy Work Details screen, enter all

consultancy project details. Fields required are as

follows:

a. Project Name/Activities — refers to the name

of the project or the name of the activity.

b. Country — the country where the project was

completed.

c. Location of Services Rendered — choose

whether you provided your service offsite, onsite

or onsite/offsite.

d. Start Date — the start date of the project.

e. Funding Source — refers to the financial

resources to finance a project or activity. If

Funding Source is ADB, you may indicate the

Loan/TA/Grant No.

f. Contracted Through — refers to a company or

agency who handles and granted with the project.g. Person-Months of Services — is the

measurement for expressing the effort (amount of

time), a person devoted to a specific project.

h. Project Description — is to describe and detail

the significance of a project.

i. Services Rendered — refers to the list of

services requested in relation to the project.

9. In the Fields of Specialization area, the consultant

should provide at least one (1) expertise related to

the particular project. To add an expertise, click Add

Expertise button.

10. 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 Sectors/Subsectors and ADB

Themes/Subthemes.

a. ADB Sectors: Sector classification primarily tracks the trends in allocations of ADB’s operational resources to economic sector

Sector assignment is mutually exclusive, i.e., one project registers one predominant sector, and one predominant subsecto

Projects supporting more than one sector are registered as multisector projects, with corresponding assignment of up to thre

sectors or subsectors and estimation of project resources allocated to each of the three sectors. If the project details are for a

ADB project, please select the applicable Sector/Subsector with which this project has been classified.

b. ADB Themes: If the project details are for an ADB project, please select the applicable Theme(s)/Subtheme(s) with which th

project has been classified.

8a

8c

8e

8f

8h

8i

8g

8b

8d

10a

10b

11. Under the Client Details area, enter here the information of your client.

12. Click on Add Another Consultancy Work to enter other consultancy work details or click OK to exit the Page. If you click

Cancel your entered data will not be saved.

13. Your consultancy work is summarized in rows in the Work Experience Page. You may click on the Record icon under the Deta

Column to review your entered data.

14. Click on the Next Button to proceed to the Credentials Page.

Please remember to Save your data frequently





1. Click Add Language(s) button to add all the

Languages you know, with corresponding proficiency.

2. If the Language you know is not in the List, choosing

the Other Languages makes the Description a

mandatory field.

3. Note that the Geographical Experience Section has

been automatically populated with the countriesretrieved from details entered in the Work

Experience Page (Employment and Consultancy

Details).

4. You may add to your Geographical Experience to

include trainings, research work, etc. Click Add

Geographical Experience(s) button to start

adding.

5. If you have publications that were published, you

may add by clicking Add Publication(s) button.

6. Click Add Educational Background(s) button to add your education

history.

7. In the other Trainings area, click Add Training(s) button to enter the

details of all the trainings that you have attended.

Please remember to Save your data frequen





8. If you have professional qualifications that is certified by an agency or memberships in professional societies, you may add it in

Professional Qualifications area. To start adding, click Add Qualification(s) button and a new row will be added. Enter all

necessary details in the appended row.

9. Click on the Next Button to open the Additional

Information Page.

10. If you have former names, you may also add it by

clicking Add Former Name(s) button.

11. Note that the Citizenship Section is pre-populated

with the Citizenship data entered in the Basic

Information Page of the Simplified Registration. You

may enter additional citizenship by clicking on AddCitizenship(s) button.

12. Click on Add Affiliate(s) 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.

13. You may click on Add Another Affiliate button to

add another affiliate or click OK to exit the page. If

you click on Cancel your entered data will not be

saved.

14. If you have relevant details about yourself that you

want to disclose, enter it in the Note to ADB field.15. Write your additional Comments and Suggestions

in the provided field. Take note that the Comments

and Suggestions Section is pre-populated with the

comment entered in the Registration Comments

Section of the Attachments and Certification Page of

the Simplified Registration.

16. Click on the Done button to conclude the Full

Registration.