RFP-ERP, CRM, People Management Software Solution

HelpAge India invites proposal for (RFP) “ERP, CRM, People Management Software Solution”

Dated: 31 Aug 2026 

HELPAGE INDIA

Request for Proposal (RFP)

I. About HelpAge India

HelpAge India is a non-profit organization dedicated to serving the elderly population in India. It was established in 1978 and has since been actively involved in various initiatives aimed at improving the quality of life for senior citizens. HelpAge India runs various programs and services to address the needs of older persons. These include healthcare services, elder helplines, livelihood support, advocacy for elder rights, and disaster relief efforts tailored to the elderly population.

HelpAge India is a leading organization working for the welfare, dignity and well-being of senior citizens. The organization operates across multiple locations and manages a diverse portfolio of programmes, projects, funding arrangements and support functions. Efficient management of financial, procurement, project, donor, inventory and people-related information is therefore critical to the organization.

HelpAge India intends to evaluate and select a modern, integrated Enterprise Resource Planning (ERP) solution that can support its present and future business requirements. The proposed solution should provide a common, secure and scalable platform while reducing fragmented processes, minimizing manual intervention and improving visibility, controls, reporting and decision-making.

HELPAGE INDIA invites bids for “ERP, CRM, People Management Software Solution (Manages organisational operations, finance, procurement, vendors, inventory, assets and accounting.

CRM & People Management: CRM manages donors/customers/partners and relationships, while People Management manages employees, HR, payroll, attendance and performance.”** as per details, terms and conditions given below.

II. Terms and Conditions:

• The agency can be an individual/LLP/HUF/Partnership firm/Company incorporated under the laws of India.
• This RFP is not an offer by HelpAge India, but an invitation to receive responses from the eligible bidders.
• No agency shall be entitled to submit more than one bid whether jointly or severally. If one does so, all bids wherein the agency has participated shall stand disqualified.
• The agency shall bear all costs associated with the preparation and submission of bid.
• The agency must have PAN (Permanent Account Number) and be registered with GST, and the document for the same is to be attached.
• HelpAge India reserves the right to accept/reject/select one or more than one agency and to annul the bidding process or any or all bids at any time prior to award of contract without thereby incurring any liability to the affected agency.
• The supplier should have all valid licenses, approvals, certificates, and registrations from all statutory authorities like Income Tax/GST/any other relevant and mandatory requirements.
• Schedule of supply will be provided by HelpAge India while issuing Purchase Order/email intimation to the selected bidder. In case of delay in supply, penalty will be levied.
• HelpAge India reserves the right to terminate the contract at any time based on the vendor's performance, without assigning any reason or incurring any liability.
• Evaluation of the bids will be done by the Purchase Committee from HelpAge India.
• HelpAge India management reserves the right to change (increase or reduce) the numbers/units as per its sole discretion and project requirement.
• Documents required to release the payment:
1. Bill/Invoice mentioning Permanent Account Number of Income Tax Department.
2. Documentary proof of the delivery/service, including E-Way Bill, wherever applicable, as per Purchase Order.
• Agencies that will be technically qualified would only be considered for opening of financial bids.
• The bidder is expected to examine all instructions, forms, terms and specifications in this RFP. Failure to furnish all information required under this RFP or to submit a bid not substantially responsive to this RFP in all respects will be at the bidder’s risk and shall result in rejection of the bid.
• The bidder and their respective officers, employees, and agents shall observe the highest standards of ethics during the bidding process. HelpAge India has adopted a zero-tolerance policy on gifts and hospitality. Suppliers are therefore requested not to send gifts or offer hospitality to HelpAge India personnel. Notwithstanding anything to the contrary contained herein, HelpAge India shall reject the bid without being liable in any manner whatsoever to the bidder if it determines that the bidder has directly or indirectly or through an agent engaged in corrupt/fraudulent/coercive/undesirable or restrictive practices in the bidding process.

Indemnity:

The bidder shall indemnify HelpAge India against all actions, suits, claims and demands brought or made against HelpAge India in respect of anything done or committed to be done by the bidder in execution of or in connection with the work of this contract and against any loss or damage to HelpAge India in consequence of any action or suit being against the selected vendor for anything done or committed to be done in the execution of this contract.

The agency needs to submit bids for “ERP, CRM, People Management Software Solution”.

All the bids need to be submitted via email to procurement@helpageindia.org by 13th September 2026.

• Agencies would not be allowed to subcontract any part or the full work assigned to them. In such case, the Management reserves the right to cancel the contract with the agency.
• The rates quoted by the agency will be inclusive of all taxes. The agency should submit the financial bid as per the Annexure-3: Financial Bid Format.
• The agency shall bear the insurance, if any, taken.
• The rate quoted by the agency will be valid for one year from the award of the contract.
• Minimum average turnover of the bidder for the last 3 financial years should be INR 5 Crores.

For detailed information, please check the complete version of the RFP attached below 

Job Email ID: procurement(at)helpageindia.org

Download Attachment: Final_ERP Request for Proposal-Procurement Format V2.docx