Professional Local Expert (Independent/ Body) to deliver Municipal taxes and allowances and tendering process

Terms of Reference

Post: Professional Local Expert (Independent/ Body) to deliver Municipal taxes and allowances and tendering process

Component Result: R_1_C1_Capacity building design and delivery

Project: Improvement of Development Process and Local Governance in the Municipality of Tripol

  1. Introduction


The Municipality of Tripoli received on the 15th of January 2016 a grant from the European Union (EU) to realize the project” Improvement of Development Process and Local Governance in the Municipality of Tripoli” over a period extending to 48 months that included 2 extension periods of 6 months each. The overall objective of the project is to improve the institutional and operational contribution to governance and development process in the Municipality of Tripoli. The Specific objectives of the project are to improve access in Bab El Tabbane, Jabal Mohsen and El Ghouraba to basic and adequate social services on a sustainable basis. All three communities will benefit from a positive impact on different levels especially on Health, Education, Job Creation and awareness levels. Five Expected results derive from the project.

  1. The project

The project derives from four basic facts advanced by the Municipality of Tripoli:

  • The local authority and civil society are in need for capacity building,
  • Health is a fundamental human right and should be available to all people regardless of gender, social class, ethnicity and age,
  • Job opportunities are very limited due to the deficiency of educational skills,
  • Recreational activities allowing the cohesion of the dissimilar zones allow a better synergy.

It consists of:

  • Enhancement of the capacities of the municipal council and staff of Tripoli Municipality on management issues, managing development, institutional, technical and organizational development, networking and coordination, local governance and accountability, aiming at enhancing their role in the provision of public basic services and development projects.
  • Consolidation of social cohesion, and the promotion of the synergy between the Municipal Council and the civil society.
  • Coordination of efforts of existing local resources (Municipality & CSOs) through participatory approach, to establish a common plan that reflects their vision as a local authority and CSOs so they can together give a push for the policy process and the development process in general and specifically in the regions of Bab El Tabbaneh - Jabal Mohsen and El Ghouraba where the project will be realized.


  1. The Objective of the assignment

Under the Expected Result (1) “R_1A Capacity Needs Assessment” of the project, the municipality of Tripoli has previously contracted an independent consultant who conducted a capacity needs assessment that targeted the municipal council members, the head of directorate and head of departments (municipal staff) and the representative of 20 CSOs intervening in Bab El Tebbaneh, Jabal Mohsen and Ghoraba (areas covered by the project). This mission highlighted 6 priority topics to be addressed within a capacity building program

During the original timeline of the project, the Municipality realized a capacity building component on the “Best Practices on Municipal procurement and financial management and grant management (EU procedures –case study on PRAG 2015) which answered one of the priorities and was delivered to members of the municipal council and to  head of department and sections (municipal staff). The purpose of this component was to contribute enhancing the capacity building of the Municipality of Tripoli, its internal institutional development policy (that includes both municipal council and municipal staff communication channels, performance and know-how) and its coordination with the civil society organizations in matters related to inclusive strategic planning, governance and accountability in local development.

During the extended timeline of six months of the project, the Municipality plans to realize another  two-day capacity building component. An internal assessment was carried in the Municipality. Accordingly a two-day capacity building component will be realized . It will encompass the tendering process, municipal taxes and allowances and relationship with control institutions.


  1. The Tasks of the expert   

 For this aim, and according to the stipulations of article 3.2.3 of the “Practical Guide to contract procedures for European Union external actions “applicable from 15 July 2015,the Municipality of Tripoli is seeking to contract a short-term expert (Independent /Body) to Develop the training material and tools and deliver the training course as follows:

Day 1:

Topic: Municipal taxes and allowances, direct and indirect taxes, the independent municipal fund,  issues in collecting taxes, relationship with controlling instituitions

Targeted Audience:

Municipal council (all members if feasible)

Municipal staff (head of departments and sections)


Four Hours


Day 2:

Topic: Public procurement, Identifying the needs, the Tendering regulation, tendering document and specifications, publication, evaluation of offers, problems facing the tendering process

Targeted Audience:

Municipal council (all members if feasible)

Municipal staff (head of departments and sections)


Four Hours

  1. Duration of the contract and maximum ceiling / start of the contract

- The contract duration is two weeks and will start on the day of its signature with the Municipality of Tripoli and after coordination with the project team.

- The maximum number of working days expected to be realized by the expert is Four Days

- The maximum ceiling amount allocated to the contract is: 1000 Euros and include the preparation and the design of the training material and the delivery of the 2-day training and the realization of the final training report.

  1. Evaluation of proposals and award of the contract

Proposals will be evaluated by the concerned committee. Methodology and CV will have a grade over 80 and the financial offer will have a grade over 20.

  1. Dependence

The professional independent expert will report to the Project Coordinator and will coordinate his/her work with the Mayor, the steering committee and the Project team. 

  1. Deliverables:



- Municipal taxes and allowances and relationship with controlling institutions

- Public Procurement and tendering process

    • Training material and tools ,
    • Report for future capitalization that includes evaluation of the participants’ performance, knowledge and skills after the completion of the training module and evaluation of the impact of the program


All deliverables should be submitted in Soft copy and Hard copy.

Power Point Presentations should be delivered to the municipality in Power Point Format (. pptx)

  1. Education/Professional experience and skills
  • The candidate should have an academic background in law, public finance, public
  • administration, public procurement or any related field, in addition to a minimum of 5 years of experience in the field of training and capacity building program design and delivery in the domain of public procurement and financial management and grant management.  Deep knowledge of the EU procedures is required.  
  • The candidate should demonstrate proven communication and interactive capacities with a diversified audience.
  • In addition to Arabic language, fluency in English is a must (Fluency in French is an additional asset).

The training should be delivered in Arabic

How to apply

X. Submission of proposals

Interested experts can apply based on the required skillsand are invited to submit their proposals in two components, a technical part and a financial part.Each of the two components should be placed inside a separate sealed envelope showing on the outside the title of the component (Technical of Financial). The two envelopes containing the technical and financial parts should be placed inside one main envelope. The main envelope should be submitted sealed and should show on the outside just the project name as follows: 

Project: Improvement of Development Process and Local Governance in the Municipality of Tripoli

Activity: R_1C1 Capacity building design and delivery on: Municipal taxes and Tendering process

Any other sentence, mark, sign or logo shown on the outside of the main envelope that may refer to the identity of the expert presenting the proposal will lead to discarding the proposal.

The technical proposal should contain:

- Name and Coordinates of the expert presenting the proposal.

- Copy of the registration of the expert at the Lebanese Ministry of Finance

- The Expert CV that highlights the expertise needed in the TORs;

- An elaborated methodology of work (maximum 2 pages) where the expert explains the approach s/he will undertake to implement the proposed tasks. The methodology should also refer to number of days per task

 - A Gantt chart of the proposed schedule of activities

- In case the applicant is a CSO, a complete file showing that the CSO is working in the targeted area, together with a detailed proposal, report of its activities in the same field of activity proposed in the action and a financial report for the past three years should be attached also to the proposal. 

The financial proposal should contain:

- A financial offer including the expert expected dues for the whole intervention in Euros which include applicant’s transport costs and all taxes incurred on the applicant by relevant authorities.


All proposals should reach the Municipality of Tripoli, Tall Square, Tripoli-Lebanon not later than 12:00 noon of 29/10/2019

All requests for clarifications, should be addressed in writing by e-mail to the following mail address: [email protected]

Proposals sent by e-mail will be discarded.

XI.Settlement  of the expert dues

The expert dues will be settled, after receipt and acceptance of all requested deliverables and against an invoice submitted to the Municipality of Tripoli at the end of his/her contract.

منتهية الصلاحية
آخر مدة للتقديم
الثلاثاء, 29. أكتوبر 2019
نوع الدعوة
دعوة لتقديم مقترحات
قطاع(ات) التدخل:
التدريب وبناء القدرات