available languages: english June 28, 2019

RFP Number:                                    DRI-LEB-2019-06-001

Contracting Authority:                 Democracy Reporting International gGmbH

Nature of contract:                        Service contract for Research Study

Service Time Frame:                     from the date of signature until 31 December 2019

Payment Currency:                        EUR

Payment Method:                            Bank transfer

1. About Democracy Reporting International

Democracy Reporting International gGmbH (DRI) is a nonpartisan, independent, not-for-profit international organisation registered in Berlin, Germany and operating in different parts of the world. This tender for services has been called to provide the data collection services for DRI’s Lebanon country office.

2. Description of the services required:

Assignment Title: Study on Financial and Fiscal sustainability of Decentralised Authorities in Lebanon

In the framework of its Lebanon Project “Setting an Agenda for Decentralisation in Lebanon – Phase II”, DRI is working with Lebanese civil society organisations and public officials to promote decentralisation and a public debate on local governance in line with good governance principles. To do this, DRI has conducted three large-scale surveys, in 2017 and 2018, assessing the role of the three tiers of government (municipal, unions of municipalities and national level) in public service delivery. This was in order to understand their needs and challenges and develop concrete policy recommendations to improve the decentralisation process. However, crucial research on the design of fiscal decentralisation to ensure the sustainability of local government bodies is still missing.

DRI is hiring a research firm to conduct a study on examining how financial and fiscal decentralisation should be designed in the current Decentralisation Bill[1]. The study, which DRI will publish, will include recommendations to derive a specific financial and fiscal framework in the event of a ‘regional decentralised unit’, and recommendations for fiscal amendments in the existing legal framework. The Company will work under the supervision of DRI’s Country Representative or his assigned representative.

3. Contents of this Tender Document:

The document consists of the annexes indicated below and should be read in conjunction with any Addendum that may be issued by DRI.

Annex I:               Terms of Reference

Annex II:              Proposal Submission Form

Annex III:            Service Provider Information Form

Annex IV:            Technical & Financial Proposal Form

Annex V:             Criteria for Technical and Financial Evaluation

Annex VI:            Declaration of Honour

The Annexes can be downloaded here

4. Disclaimer:

The submission for this tender document does not entail any commitment on the part of DRI, either financial or otherwise.

5. Submission of Proposal:

If you are interested in this assignment, please send your application in PDF format to mena@democracy-reporting.org, with e.haddad@democracy-reporting.org cc’d, consisting of:

  • The Annex II Tender Submission Form
  • The Annex III Supplier Information Form
  • Annex IV Technical and Financial Proposal Form
  • Relevant samples of your publication

6. Deadline for submission of tender document:

Tender documents must be sent no later than 22 July 2019, 12:00pm local time. Tender received after the deadline will not be considered.

7. Submission of Queries for Clarifications:

Any requests for clarification about the contents of the tender document shall be sent no later than 16 July 2019 to the following email address: mena@democracy-reporting.org . DRI will endeavour to provide response or clarification expeditiously; any delay in providing such information will not be considered a reason for extending the submission date. DRI will share the clarification response with all the tenderers. Proposals with incomplete submissions may be rejected.

8. Award procedure

Only those tenders complying with the technical proposal as outlined in point 12 “Structure of the Proposal” and submitted by the established deadline as outlined in point 6 will be considered for the evaluation. The evaluation criteria are attached as ANNEX V.

9. Award criteria:

Please see Annex V.

10. Exclusion criteria

Tenderers shall be excluded from participation, if

  • they are bankrupt or being wound up, are having their affairs administered by the courts, have entered into an arrangement with creditors, have suspended business activities or are in any analogous situation arising from a similar procedure provided for in national legislation or regulations; or if
  • they have been the subject of a judgment which has the force of res judicata for fraud, corruption, involvement in a criminal organisation or any other illegal activity detrimental to the DRI’s financial interests;

11. Operational language

Written communications for this proposal and the tender itself shall be in English.

12. Structure of Proposal:

The proposal should be structured in the following way: 1) Proposal submission form; 2) Service provider information form; 3) Technical and Financial Proposal.

13. Additional information

Submitting an offer implies acceptance by the tenderer of all terms and conditions of this document and its annexes.

14. Confidentiality:

The entire evaluation procedure is confidential.

15. Notification of Award:

The successful tenderer will be informed in writing. Unsuccessful tenderers will be informed as well.

[1] Launched in 2014, Championed by former MOIM Minister Ziyad Baroud. The Bill aimed to strengthen decentralised governance in line with repeated calls for “expanded administrative decentralisation” since the 1950s, which were rendered constitutionally binding in the 1989 Ta’if Agreement and the subsequence constitutional amendments in 1990. http://www.decentralization-lb.org/LawProject.aspx