REQUEST FOR EXPRESSIONS OF INTEREST

CONSULTING SERVICES

Selection # as assigned by e-Tool: BK-C2046-P002

Selection Method: Full Competitive Selection
Country: Regional
Sector: Knowledge, Innovation and Communication Sector
Funding – TC #: N/A
Project #: BK-C2046
Project name: Accelerating innovation

Description of Services: MSA for Innovation and Transformation. Innovation methodologies and services.

Link to Project document: https://convergence.iadb.org//Operation/BK-C2046

The Inter-American Development Bank (IDB) is executing the above mentioned operation. For this
operation, the IDB intends to contract consulting services described in this Request for Expressions of Interest.
Expressions of interest must be delivered using the IDB Portal for Bank Executed Operations ( http://beo-
procurement.iadb.org/home) by: April 19th, 2024, 5:00 P.M. (Washington D.C. Time).

To access the IDB Portal, the firms must generate a registration account, including all the data requested by
the Portal. In the event that any of the information requested is not included, the firm will not be able to
participate in this or any other Bank-executed selection process for operational work. If the firm has been
previously registered, please validate that you have all the firm’s information updated and complete before
submitting an expression of interest.

The consulting services (“the Services”) include innovation, strategy, and transformation services to be
delivered starting the third quarter of 2024 and upon agreement with selected vendors on a project basis.

Eligible consulting firms will be selected in accordance with the procedures set out in the Inter-American
Development Bank: Policy for the Selection and Contracting of Consulting firms for Bank-executed
Operational Work - GN-2765-4. All eligible consulting firms, as defined in the Policy may express an interest.
If the Consulting Firm is presented in a Consortium, it will designate one of them as a representative, and
the latter will be responsible for the communications, the registration in the portal and for submitting the
corresponding documents.

The IDB now invites eligible consulting firms to indicate their interest in providing the services described
above in the draft summary of the intended Terms of Reference for the assignment. Interested consulting
firms must provide information establishing that they are qualified to perform the Services (brochures,
description of similar assignments, experience in similar conditions, availability of appropriate skills among
staff, etc.). Eligible consulting firms may associate in a form of a Joint Venture or a sub-consultancy
agreement to enhance their qualifications. Such association or Joint Venture shall appoint one of the
firms as the representative.

Special requirements according to the Donor Trust Fund (DTF), if applicable. N/A

Interested eligible consulting firms may obtain further information during office hours, 09:00 AM to
05:00 PM, (Washington D.C. Time) by sending an email to: eugeniav@iadb.org and ivanpa@iadb.org

Inter-American Development Bank

Division: Innovation and Creativity Division (KIC/ICD)
Attn: Eugenia Valdez

1300 New York Ave, NW, Washington DC 20577, USA

Tel: (202) 623-1000
Fax: N/A
E-mail: eugeniav@iadb.org
Web site: www.iadb.org

Page 1 of Terms of Reference

 Selection process: # BKC2046-P002

TERMS OF REFERENCE

MSA for Innovation and Transformation

Regional
BK-C2046
TC: N/A
https://convergence.iadb.org//Operation/BK-C2046
ACCELERATING INNOVATION

1. Background and Justification

The demand for innovation methodologies and services at the IDB is increasing as teams
acknowledge the need to incorporate strategy, digital transformation, and agile processes as
integral parts of their day to day. The push towards a holistic digital transformation that includes
changes to the way we work, how we design strategy, and introduce a business agility mindset is
demanding we build capacity and strengthen our ability to incorporate these approaches.

Internal capacity to support these processes is limited, and the assistance of outside vendors who
understand and have experience in design, transformation, strategy, and innovation processes is
required to successfully deliver. In addition, due to the nature of our development and corporate
challenges, different approaches, methods and deliveries might be necessary, making it
necessary to expand our possibilities on how to deliver innovation projects.

2. Objectives

The objective of this contract is to be able to obtain innovation, strategy, and transformation
services from outside vendors to increase capacity and support provided to internal teams across
the Bank. As a result of this contract, we aim to identify firms with experience in innovation,
strategy and design processes and services that could be considered and hired to support
identified projects.

We are looking for a variety of not only vendors, but of methods and approaches to have a
portfolio of possibilities for IDB teams to solve problems in the most effective and innovative
ways. The purpose of this contract is to identify and preapprove vendors and rates that can
support this increasing demand ensuring a high quality of services.

3. Scope of Services
The scope of this contract includes but is not limited to:

• Conduct innovation processes for products and services.

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 • Conduct design, innovation and/or ethnographic research, lead and manage different
approaches for developing and improving products and services.
• Design, create and facilitate strategy and problem-solving sessions.
• Design and deliver digital services, develop, and deploy prototypes for digital services and
products.
• Advice and execute digital transformation and strategy design processes.
• Advice and execute futuring processes, including but not limited to Scenario Planning and future
scenario design.
• Advice and lead process reengineering and optimization processes with agile approaches.

Important: for a vendor to be awarded in this MSA is not necessary to be able to deliver on all
these requirements. Excellence in a group of these might be sufficient.

Exclusive/more likely for Exclusive for when the deliverable Can apply for both cases
“corporate” clients can be for
governments/clients
Advice and lead process Conduct innovation processes for
reengineering and optimization products and services.
processes with agile
approaches.

Conduct design, innovation and/or

ethnographic research, lead and
manage different approaches for
developing and improving products
and services.

Design, create and facilitate

strategy and problem-solving
sessions.

Design and deliver digital services,

develop and deploy prototypes for
digital services and products.

Advice and execute futuring

processes, including but not limited
to Scenario Planning and future
scenario design.

Advice and execute digital

transformation and strategy
design processes.

Page 3 of Terms of Reference

4. Key Activities

Tasks and activities needed to consider a successful completion of this contract will depend on
the projects and objectives the firms are hired for. These can include but are not limited to:

• Design and facilitate in person and/or virtual workshops required for the completion of projects or
processes.
• Design and deliver innovation coaching for teams and leaders.
• Conduct research methods such as but not limited to internal and external user and stakeholder
interviews for project research, in addition to other research prompts and methods.
• Design user flows, user interfaces.
• Craft solution requirements and technological roadmaps for product development and delivery.
• Create and test proof of concepts, low-fi and functional prototypes as required for project purposes.
• Conduct focus or discussion groups when required to either capture information or validate
assumptions and/or findings.
• Create compelling narratives that captivate different audiences for project purposes.
• Visualize complex information that conveys stories and supports decision-making.
• Deliver dynamic and engaging speeches that effectively communicate intricate concepts to diverse
internal audiences throughout the Bank.

Important: for a vendor to be awarded in this MSA is not necessary to be able to deliver on all
these activities. Excellence in a group of these might be sufficient.

5. Expected Outcome and Deliverables

Outcomes and deliverables will be defined depending on the nature of the engagement and
business needs identified for the successful completion of projects. These might include but are
not limited to:

• Research findings, insights, and synthesis reports.

• Discovery documentation and workshop analysis reports.
• Set of future stories or artifacts required for the completion of the project.
• Intermediate or project closing reports.
• Facilitation and co-design session reports.
• Service maps, blueprints, journey maps, action plans, process flows or similar.
• Design and validated MVPs.
• User personas.
• Concept diagrams.
• Different services and product models.

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6. Project Schedule and Milestones

Project schedules and milestones will be defined depending on specific engagements. Vendors will
be required to provide information on how the work will be accomplished, including project
scope, proposed action plan, schedules, timeframes, and milestones.

7. Reporting Requirements

Vendor will be required to report advances on projects as defined by each specific engagement
and business needs.

8. Acceptance Criteria

Acceptance criteria on deliverables will be defined depending on specific engagements.

9. Supervision and Reporting

A specialist from the Bank will be assigned to act as principal liaison with the vendor for each specific
project contracted. The firm shall manage and oversee its personnel and ensure timely and effective
support for each project.

10. Schedule of Payments

Payment terms will be based on project milestones or deliverables. The Bank does not expect to
make advance payments under consulting contracts unless a significant amount of travel is
required. The Bank wishes to receive the most competitive cost proposal for the services
described herein.

Page 5 of Terms of Reference