Monitoring Changes in the Situation of Older Persons in India in Light of Covid-19

Terms of Reference

Monitoring Changes in the Situation of Older Persons in India

in Light of Covid-19


A.        Background


The Covid-19 pandemic and its consequences pose significant threats to the wellbeing and dignity of older persons in India and across the Asia-Pacific region. The pandemic will have far-reaching and long-lasting impacts in unpredictable ways. Monitoring the impacts of Covid-19 on older persons is therefore essential to inform policy makers and the broader society in order to ensure responses are inclusive of older persons. HelpAge and UNFPA have therefore begun an initiative to monitor the situation of older people from now to end 2020 across the region and in a sample of target countries, including India.


B.        Purpose of the assignment


The purpose of the assignment is to broadly monitor, document, and analyze how the situation of older people across India changes in 2020 as a result of Covid-19. This reporting will help to inform Asia-Pacific regional programmatic responses and policy advice, post-pandemic.


C.        Methodology and sub-activities


This activity will collect and analyze a wide range of secondary evidence about the national situation in India from multiple sources. This evidence may be in local or international languages. Given the nationwide nature of the task and the current risks associated with travel and gatherings, no field work (primary data collection) is included in this assignment, nor original data analysis. However, HelpAge will report findings from field work and data analysis carried out by others. The main sources of information are:

  1. Studies: Review of academic, UN and INGO studies examining the situation of older persons in India in 2020.
  2. Government documents: Tracking of relevant policy, planning and implementation documents, statistics and announcements issued by India’s national and subnational governments in response to Covid-19 and its aftermath.
  3. Key informant interviews: Gathering the informed views of Indian leaders and experts, including key government officials, CSOs and academics.
  4. Summaries of field data: Without conducting new fieldwork, the partner will report on results of fieldwork undertaken by its own team with separate funding, or by other actors as available (including voices from communities and older people themselves). Interviews and case studies of older people may be included if feasible, but to provide qualitative understanding, illustration and colour, not to represent the entire national population.
  5. Media: Reports about the situation of older persons across India from representative and reliable media sources.


D.        Scope


This assignment for India is part of a regional programme. The assignment looks at the situation of older people at the national level in India. The reporting will help to guide broad policy and programmatic advice and response by HelpAge, UNFPA, governments and other actors in the region, addressing the issues of ageing and older persons. The scope of content will be the broad situation of older persons and not specifically the nature of humanitarian responses. The geographic scope is regional as well as national level for several sample countries across the region including India.


E.         Outputs


Selected partner will produce the following outputs in English and submit them to HelpAge International by the due dates below:


  1. Country Documentation Reports. This report (produced 5 times) provides a brief summary of each relevant piece of country information collected for India during the reporting period. There is no target length, but it may be about 10-20 pages, depending on the number of pieces of information located. This report is for descriptive documentation only, not for analysis. This will be the main source of information for the Country Analytical Brief, below.
  2. Country Analytical Briefs: The purpose of the 4-page India Country Analytical Briefs (produced 5 times) is to provide a short periodic summary to decision makers about broad trends affecting older people across the whole country. Although they are analytical, every main point of analysis should be backed up with evidence: use footnotes and other references as much as possible to explain the basis of your analysis.
  3. Country evidence spreadsheet, updated every reporting due date. Each item of information gathered for India (e.g. reports, articles, studies, etc.) will be entered into a tracking spreadsheet.     


For all reports, key documents in electronic form should be sent along with the analytical report. Supplementary documents and media reports should be retained in the partner’s office in India and available for review if necessary.  The extent of documentation included with reporting will be further discussed with the contracted party. A Monitoring Framework for the project and templates for each output have been developed to guide each country team, and this is available from HelpAge on request.


F.         Duration and timing


A periodically updated version of each of the 3 Outputs above will be due on the following 5 reporting dates:


  • Interim update:  26 June 2020[1]
  • Bimonthly report: 31 July 2020
  • Interim update: 4 September 2020
  • Bimonthly report: 2 October 2020
  • Annual India country report: 13 November 2020


The entire assignment should be completed by end November 2020.



F.         Qualifications of partner/consultant


Applicants may include e.g. Indian NGOs, CSOs or academic bodies. The team working on this assignment is expected to include at least (1) one full-time or part-time staff (e.g. project officer or project assistant) to search for evidence, summarize the information and maintain the spreadsheet, and (2) a senior staff is expected to provide part-time quality control, analysis, writing and coordination with HelpAge. HelpAge anticipates hiring a partner/consultant the following qualifications on the team:



  • Degree(s) in a field relevant to the nature of the study
  • Demonstrable experience with social systems in low income contexts in India
  • Strong contacts with Indian social experts and government leaders
  • Demonstrable experience producing similar documents
  • Strong writing skills in English with a clear, simple writing style
  • Exceptional analytical and summarising skills
  • Interviewing experience
  • Appropriate IT/computer skills including spreadsheets



  • Deep understanding of ageing and the needs of older people


G.        How to apply


Interested partners/consultants are invited to submit an Expression of Interest for delivery of the work. The short Expression of Interest (about 4 pages) should include:


  1. Proposed methodology and any comments on this TOR
  2. The team to carry out the work and quality control, and their respective responsibilities
  3. Acceptance of time frame and outputs
  4. Costing (see below)
  5. Appendixes (not included in 4 pages)
  1. CVs of the team
  2. 1-2 relevant studies previously produced


The costing/budget (point no. 4 above) should include professional fees (daily rates x number of days for each team member) and any other costs to carry out each assignment. HelpAge anticipates spending no more than $15,000 for all costs associated with this assignment.


Selection of the consultant will be by a panel and based on the experience of the consultant, the quality and relevance of the expression of interest, and the proposed budget (i.e. value for money, within resources available).


The deadline for submission is Sunday, 17 May 2020. Please contact for further information or to submit your EOI.



[1] The Interim updates for the Country Documentation Report and Country Analytical Brief may be about half the length of the bimonthly reports. They are a more informal tool to understand how the situation is changing midway through the reporting cycle and to help the Country Office take stock of trends and gaps in information. They will not be submitted to UNFPA.


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