Support for financial institution engagement to scale adaptation and resilience finance
Description
SELECTION OF CONSULTING FIRMS BY THE WORLD BANK GROUP
REQUEST FOR EXPRESSION OF INTEREST (EOI)
Electronic Submissions through
WBGeProcure RFx Now
ASSIGNMENT OVERVIEW
Assignment Title: Support for financial institution engagement to scale adaptation and resilience finance
Assignment Countries:
India
ASSIGNMENT DESCRIPTION
IFC seeks a firm to support the following activities:
Activity 1 (a): Financial Institutions’ Client Survey on Adaptation & Resilience Needs and Opportunities
Objective: To generate decision-relevant insights into how FI clients experience climate impacts, how they respond to these risks, and where specific, financeable opportunities exist for adaptation and resilience investments.
The consultant will support the design, implementation, and analysis of structured client surveys, working closely with IFC and the participating FIs. There will be approximately three to four participating FIs, and the survey design, tools, and questions may vary by FI. Data collection will include 75-80 interviews for all FI’s combined, conducted through a mix of in-person interviews and virtual/online surveys across 4–6 cities. The number of key tasks include:
- Co-developing survey tool with IFC and participating FIs to better understand:
- Support participating FIs in identifying priority sectors (e.g., agriculture, MSMEs, manufacturing), and representative clients within those sectors for survey outreach
- Pilot-testing the survey tool with a small, representative sample of clients and refining the tools based on feedback to improve clarity and response quality
- Managing survey deployment, data collection, and quality assurance
- Analyzing survey results and producing anonymized, aggregated findings by sector, ensuring client confidentiality. These should include but not limited to the implications for adaptation of financial products and services
- Systematically documenting all identified A&R-relevant activities and practices emerging from the survey
- Preparing clear, decision-relevant insights for financial sector audiences, to inform the development of IFC’s and participating FIs’ climate adaptation and resilience financing strategies, products and services offerings, and priority segments/sectors.
Data collection is expected to be conducted through a mix of in-person interview, web-based questionnaires and phone-assisted surveys, depending on participating FI needs, client response rates and preferences. The final participant lists and priority sectors will be agreed jointly by IFC and the participating FIs. Sector classifications used in the survey will follow IFC and/or relevant international or national taxonomy definitions, as agreed with IFC.
Activity 1 (b): Knowledge Exchange and Market Dialogue
Objective: To facilitate collective learning and shared problem-solving among financial institutions and stakeholders, and to identify practical pathways and financial innovation opportunities for scaling A&R finance.
The consultant will support IFC and participating FIs in designing and delivering structured knowledge exchange activities based on the survey findings.
- FI-specific closed-door workshops
- Cross-industry roundtable
- Synthesis of knowledge exchange insights The consultant will:
FUNDING SOURCE
The World Bank Group intends to finance the assignment / services described below under the following:
BB: Bank Budget
TF0A0542: IFC
TF0C9354: IFC
ELIGIBILITY
As per qualification criteria
SUBMISSION REQUIREMENTS
The World Bank Group invites eligible firms to indicate their interest in providing the services.
Interested firms must provide information indicating that they are qualified to perform the services (brochures, description of similar assignments, experience in similar conditions, availability of appropriate skills among staff, etc. for firms; CV and cover letter for individuals).
Please note that the total size of all attachments should be less than 5MB. Firms may associate to enhance their qualifications unless otherwise stated in the solicitation documents. Where a group of firms associate to submit an EOI, they must indicate which is the lead firm. If shortlisted, the firm identified in the EOI as the lead firm will be invited to the request for proposal (RFP) phase.
Expressions of Interest should be submitted, in English, electronically through
WBGeProcure RFx Now
Please submit relevant information of experience and expertise in the subject matter and assignments delivered successfully in the last 3-5 years only. EOI document of less than 50-60 pages is highly recommended.
NOTES
Following this invitation for EOI, a shortlist of qualified firms will be formally invited to submit proposals. Shortlisting and selection will be subject to the availability of funding.
Only those firms which have been shortlisted will be invited to participate in the RFP phase. No notification or debrief will be provided to firms which have not been shortlisted.
If you encounter technical difficulties whil
About This Opportunity
This is a consulting contract in the governance and public administration sector. Located in India, Asia, this opportunity is open to firms and consortiums. Proposals must be submitted before April 28, 2026.
Published through WB eGP - World Bank e-Government Procurement, a multilateral development bank that follows standardized international procurement guidelines. Projects funded by multilateral institutions are generally open to international bidders from eligible member countries for consulting in the governance and public administration sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. Interested parties should review the full documentation on the original source before submitting their proposal.