Using the Consultant Management System (CMS): Quick Reference Guides for Individual Consultants and Consulting Firms
Business Guide | August 2022
Downloadable quick reference guides and videos to help individual consultants and consulting firms navigate ADB's Consultant Management System (CMS)
Description
ADB's Consultant Management System (CMS) is a web-based system that supports consultant information management, consulting services recruitment, contract administration, and consultant performance management. This page contains quick reference guides and videos to help individual consultants and consulting firms navigate the CMS.
1. Individual consultant
Individual consultant basics and registration
- CMS basics
- Login assistance (user guide on resetting passwords)
-
Login assistance (video guide)
- Registration of individual consultants
- Individual consultants signifying company affiliations
- Searching and viewing of signifying company contracts and technical assistance-related information
Opportunities, submitting expressions of interest (EOIs), and accepting offers
- Searching opportunities and submitting EOIs
- Checking the status of the EOI
- Responding to non-committal inquiries
- Responding to consulting contract offers
-
Submitting EOIs and Responding to Non-Committal Inquiries
Staff consulting contract administration
- Adding and modifying payment information
- Submission of deliverables
- Submission of claims for time-based contracts
- Submission of claims for lump-sum contracts
-
Entering Payment Information
-
Entering Timesheets in CMS
-
Submitting Claims in CMS
Technical assistance (TA) contract administration
- Accessing the TA claims partner (NEW)
- Advances guide
- Create and submit advances for TA contracts quick reference guide
- Lumpsum claims guide
- Create and submit lumpsum claims for TA contracts quick reference guide
- Timebased claims guide
- Create and submit timebased claims for TA contracts quick reference guide
- Resolving concerns on advances and claims quick reference guide
- Confirming details of payment
Resource person quick reference guides
2. Consulting firm
Consulting firm basics and registration
- CMS basics
- Login assistance (user guide on resetting passwords)
-
Login assistance (video guide)
- Registration of consulting firms
- Managing consulting firm profiles
- Affiliating an individual consultant to a firm
- Searching and viewing of signifying company contracts and technical assistance-related information
Opportunities, submitting expressions of interest (EOIs) and accepting offers
Single-Stage Proposals
Requests for proposals (RFP) and negotiating contracts
- Read this First! Tips for responding to RFPs
- Responding to request for proposals
- Creating technical proposals
- Creating financial proposals
- Sending clarification and submitting proposals
- Negotiating contracts for consultants
-
Responding to Requests for Proposals and Submitting Proposals
Staff consulting contract administration
- Adding and modifying payment information
- Guide in submitting advances for individual staff consultants engaged through a firm
- Submitting contract variation requests
-
Entering Payment Information
-
Entering Timesheets in CMS
-
Submitting Claims in CMS