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2 The Consulting Firm Profile

ADB continuously seeks qualified consultants to engage in the development of its projects. Its database of consultants has more than
4,000 registered firm entries. With this degree of selection at hand, having an up-to-date Consulting Firm Profile can contribute to a
firm’s chances of being shortlisted for a project. This quick reference guide details the options available to help the user update and manage
the particulars found in the Consultant Profile.

MANAGING CONSULTING FIRM PROFILE CONTENTS

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

1. Verify that the general details on


the consulting entity are
accurate. Certain core data will
require an email message to the
CMS Registration Administrator
at cmsregister@adb.org
before an update can be
effected. These fields include
firm name, status (new, active,
suspended, deactivated), user
accounts (username/email
address), country and year of
incorporation.

2. Review Firm/Organization
details. If work was done
previously on other ADB
projects, click Yes under
Previously Engaged by ADB.

3. If the type of organization has


expanded since the last update,
click on Add Type of
Organization(s). For the Scope
field, the National or
International buttons refer to the
organization’s scope of operations.

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


affiliates, or by clicking the “Trash” icon to delete affiliations that no longer
exist. If the added organization is already registered in CMS, a system generated
email notification will be sent to
the entity with a facility for that
organization to confirm or deny
such an affiliation.

5. Click on Add Sector Expertise z


to include any new expertise, or
by clicking on the “Trash” icon to
delete any expertise that no
longer applies to the consulting
firm.

6. Use Add Project Details to


update core details of each of the
consulting firm’s projects.

CONTACT INFORMATION
 For user/technical support , contact Help Desk.
 cmshelp@adb.org

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MANAGING EMPLOYEES OF THE ORGANIZATION

Additional fields for managing the consulting entity profile are available by accessing the submenu on the upper left portion of the screen.
Each bulleted item opens a separate screen.

1. Click on Employees of the Organization


menu to enter updates on your employees.
2. Click on Other Information to update
(add, delete or edit) attachments or to enter
relevant details about your organization in
the Note to ADB.
3. To add an attachment, click on the Add
Attachment button to open the page.
4. To edit an attachment, click on the Pencil
icon under the Update
column.
5. To delete an attachment, hit
the Trash icon under the
Delete column.
6. Click on the Address Book
submenu to add branches or edit
address details.
7. You may enter Contacts
Information for the branches
you added in the Contact
Directory page to maintain the
list of contacts.
8. Click on the Contact Directory
Users are not allowed to reassign the Primary Contact person. Firms must send an email
submenu to add contact details
to cmsregister@adb.org indicating the updated information (i.e., Title, Last Name, First
for the firm.
Name, Job Title/Position, email addresses of former and new primary contact persons) if
9. Click on Add Contact(s). This they wish to reassign the current primary role to another person, or if there are any up-
will open a new page where dates in Primary Contact person information.
contact details can be entered.
Click Apply to save the
changes.
10. Click on Key Experts to add,
edit or delete records.
11. Click on Add Key Expert(s)
to open the Key Experts page
for additional entry.
12. Click on the Pencil icon to
update details of a particular
expert, or click on the Trash
icon to delete experts who are
no longer affiliated with your
organization.
For all the Key Experts registered as an affiliate, an automatic email notification will be
13. Upon completion of profile sent informing them of their registration as an affiliate, as well as to allow them to confirm
update, save your changes and
or deny such affiliation. For those who are not yet registered in CMS, it is an opportunity
click on Logout to exit the CMS
for them to accept the invitation to access the CMS platform and continue with their
Consultant Portal or click on the
Dashboard link to work on your respective registration as Individual Consultants.
action items.

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