Beruflich Dokumente
Kultur Dokumente
com
Copyright 2011
By the United Nations Human Settlements Programme (UN-Habitat),
All rights reserved. No part of this publication maybe reproduced, stored in retrieval system or transmitted in any form or
by any means, electronic, mechanical, photocopying, recording or otherwise, without prior permission of UN-Habitat.
FOREWORD
With the aim of promoting municipal work and allowing local authorities accomplish their duties
and functions in a proper manner, the Ministry of Interior and Municipalities strives to provide
them with the required assistance, including moral and financial support.
Driven by our belief that enhancing the performance of Municipalities and Unions of Municipalities
shall lead to the promotion of local development the backbone of the balanced development
that the government seeks to achieve, we are determined to activate the work of Municipalities
even further.
It is worth noting that an efficient Municipality will definitely contribute to promoting administrative
decentralization, an objective that we all yearn to attain. In fact, an empowered Municipality can
offer high-quality and effective services to citizens.
Therefore, we have continuously endeavored, in collaboration with international donors to
ensure financial as well as technical support to activate municipal work and improve the quality of
municipal services.
The cooperation between the Ministry of Interior and Municipalities and the United Nations
Human Settlements Programme (UN-Habitat) represents one of the operational facets of these
endeavors, which resulted in the production of a Training Guidebook on Local Strategic Planning.
This topic is considered one of the principal pillars of the local development process and a pivotal
milestone in the development of municipal work.
We call upon all Municipalities and Union of Municipalities unions of municipalities to give priority
to local planning within their day-to-day business, as it represents an integral part of their work.
Local Planning relies on the capacities of Municipalities, Unions of Municipalities, and local
communities, be it to make full use of existing human and material resources or to build on the
characteristics and advantages of the region and seizing the existing opportunities.
We put forward in this training guidebook a flexible, clear, practical and scientific methodology
regarding local strategic planning that is applicable at the municipal level, in general, and the level
of Union of Municipalities, in particular.
Beirut, May 20, 2012
Minister of Interior and Municipalities
Brigadier Marwan Charbel
04
ACKNOWLEDGMENT
UN-Habitat wishes to thank all those who took part in the elaboration and completion
processes of this Training Guidebook on Local Strategic Planning for Municipalities and Unions
of Municipalities in Lebanon. This Guidebook comes in the context of the project Enhanced
Municipal Governance for Effective Decentralization in Lebanon, implemented jointly with
the Ministry of Interior and Municipalities/Directorate General of Local Administrations and
Councils, and funded by the Italian Government.
Firstly, special thanks are due to the Director General of Local Administrations and Councils Mr.
Khalil Hajal and his staff for their efficient contribution and exceptional support in facilitating the
work of the project team during the elaboration of this guidebook.
We express our gratitude for the Directorate General of Urban Planning as well as for the
Council for Development and Reconstruction and the Order of Engineers and Architects of
Beirut for their contribution during the various developing stages of this Guidebook the as well
as for their participation in the consultative workshops that focused on the content and the
implementation mechanisms of the methodology proposed by the Guidebook.
Our appreciation goes to the presidents of Municipalities and Unions of Municipalities and
Municipal Guides, as well as representatives of public and private civil institutions who took
part in the two-day working sessions to discuss the content of the Training Guidebook. We also
thank them for their effective contribution to the training workshops on the Concepts of Local
Strategic Planning that have been implemented in 12 Unions of Municipalities. The feedback
collected by the participants in the training workshops contributed extensively to the completion
of this Guidebook.
Special thanks must also go to all the facilitators who undertook training in the frame of this
project, and contributed to training Municipalities, and Unions of Municipalities as well as to
raising awareness on local strategic planning within various regions. Through the adoption of
innovative training techniques and methods, those trainers helped significantly in transmitting
the notion of Local Planning in an interactive and constructive manner.
Furthermore, we highly appreciate the efforts of all national experts who participated in
consultative workshops to discuss the content of the Training Guidebook and provided their
observations, suggestions and recommendations, which enriched the guidebook and made it
even more valuable.
Finally, we would like to acknowledge the significant efforts and intensive follow up carried
out by the team of experts who were appointed by UN-Habitat to elaborate and develop the
content of the Training Guidebook. This team consisted of Dr. Lon Telvizian and Dr. Mousbah
Rajab, professors at the Lebanese University, Institute of Fine Arts Department of Urban
Planning, who were commissioned by UN-Habitat to develop and elaborate this Guidebook.
TABLE OF CONTENTS
INTRODUCTION
PREAMBLE
11
11
12
13
13
15
16
17
19
19
21
21
22
06
INTRODUCTION
Before going into the detailed content of strategic planning as presented in this guidebook, it is
necessary to address certain critical issues that directly affect the planning process in Lebanon.
These issues encompass three main levels:
Policy level
Institutional level; and
Administrative level
At the level of public policies, Lebanon is
still lacking national frameworks that guide
the planning process. Although the national
report on the National Physical Master Plan
for the Lebanese Territory (which is considered
one of the main national planning tools) was
issued and got the approval of the Council
of Ministers in May 2009, it is however
limited to determining general orientations
associated with land use, without specifying
the procedural mechanisms that facilitate its
use at the level of line ministries and public
administrations.
At the institutional level, the public entity
entrusted with planning responsibility is
inexistent. The Ministry of Planning was
eliminated in the 1960s, the outbreak of
the civil war (1970-1990) has exacerbated
the overall situation. During the war period,
the role of State institutions was limited to
providing basic and essential services that
respond to emergency needs. Until today,
planning matters overlap between many
ministries and public agencies, notably: the
Council for Development and Reconstruction,
the Directorate General of Urban Planning,
the Higher Council for Urban Planning and, in
certain cases, municipalities
Concerning the national administrative
divisions, they are done according to political
It should be noted that the success of the planning process in Lebanon should be accompanied
by legal reforms that would respond to occurring transformations and urbanization challenges,
particularly in terms of promoting decentralization and empowering of local authorities. This shall
require:
Reviewing the Municipal Code,
Reviewing the fund distribution mechanisms handled by the Independent Municipal Fund; and
Amending the electoral law, which should be aligned with the current demographic reality.
Finally, while acknowledging that these considerations reflect the national reality, the need arises
to bring about the necessary changes within this framework and according to available resources.
In this context, this Guidebook comes to emphasize the importance of local strategic planning and
the possibility to apply it within the available national frameworks. It also comes to re-assert the
need to elaborate strategic plans within Unions of Municipalities in order to form a reference or an
action plan at the regional level, taking into account the needs of the local population.
08
PREAMBLE
This training guidebook falls within the framework of the project entitled Enhanced Municipal
Governance for Effective Decentralization in Lebanon, implemented by UN-Habitat in
cooperation with the Ministry of Interior and Municipalities/ Directorate General of Administrations
and Local Councils and funded by the Italian Government. The project aims at supporting the
Directorate General through the empowerment of the Department of Guidance and Investigation
and enhancing communication with the Municipalities and Unions of Municipalities. The project
also intends to develop a national municipal capacity development plan which encompasses
training curricula on financial, administrative and technical aspects as well as local planning.
Furthermore, the project seeks to promote exchange of expertise and networking between
Municipalities and Unions of Municipalities at the national level, through identifying and promoting
municipal best practices.
This Guidebook targets all segments of the
society, including decision makers, experts and
community members in general. It seeks to
develop a new and practical notion on Local
Strategic Planning at the level of Municipalities
and Unions of Municipalities in Lebanon.
Having adopted this Guidebook, the Ministry
of Interior and Municipalities is expected to
disseminate it and to encourage Municipalities
and Unions of Municipalities to apply it, either
through the Directorate General of Local
Administrations and Councils, or through
international and community organizations that
deal with municipal work under the guidance
and supervision of the Directorate General.
This guidebook presents one of the proposed
approaches to strategic planning focusing
on the two dimensions, i.e. spatial and local,
when applying the concept of urban planning,
which takes into consideration the specificity of
Municipalities and Unions of Municipalities in
Lebanon. This is the reason why the Training
Guidebook was entitled: Local Strategic
Planning for Municipalities and Unions of
Municipalities in Lebanon.
The Training Guidebook consists of two main
parts. The first part sheds light on the concepts
The first part of the Guidebook provides an overview on the evolving role of cities and the urban
situation in Lebanon. It also defines the role of local authorities and the concept of strategic
planning as a tool to respond to demographic changes and urban expansion, highlighting the
various planning patterns and their development globally. Furthermore, it presents the national
planning frameworks, as well as the municipal situation in Lebanon and its impact on the process
of strategic planning. In the last section, the first part introduces the notion of Local Strategic
Planning, its main elements and its process.
The second part details the steps that should be carried out by Municipalities and Union of
Municipalities, throughout the various stages of the Local Strategic Planning process. It also
focuses on the needed human resources (internal/local and external) to conduct the planning
exercise, including their number, competencies and know how as well as tasks distribution. It also
stresses on the importance of the training provided by the Ministry of Interior and Municipalities
to develop the local capacities of available human resources. This second part highlights the
connection between the proposed steps and their relation with the geographical scope, where
three levels of work are determined within the Union of Municipalities, i.e. the Municipality,
a grouping of Municipalities sharing the same problems and located within a homogeneous
geographical area, and the Union of Municipalities.
This Guidebook was prepared and developed by a multi-disciplinary team, which included urban
planning university professors and experts in the domains of local development, municipal
work and adult learning. The elaboration process of this Guidebook entailed holding series of
consultative meetings that were attended by a number of presidents of Municipalities and Union
of Municipalities. These meetings were fundamental to discuss the proposed draft content and
methodology and to assess their appropriateness to the local municipal context. In addition, in
the scope of the project, two Training of Trainers (ToT) sessions were organized that focused on
the concepts the Guidebook is presenting. The formed team of trainers tested the content of the
Guidebook during training workshops targeting a number of Unions of Municipalities.
In order to allow its dissemination to the widest number of stakeholders, including bilateral and
multilateral donor agencies, only the first part of the guidebook was translated into English. The
full version including parts one and two are available in Arabic.
1.
Sustainable development is
development that meets the needs of
the present without compromising the
ability of future generations to meet
their own needs.
International Institute for Sustainable
Development; http://www.iisd.org/sd/)
11
Country
Lebanon
Syria
Libya
Egypt
Kuwait
United States
France
87
51.1
78
43.2
98
81.7
77.3
87
56
85.7
43.4
98.4
82
85
Source: (www.statistiques-mondiales.com/population_urbaine.htm)
The concept of Greater Beirut has been introduced since early 1990s as a single
urban space encompassing the regions extending from Nahr El Kaleb to Damour,
including the towns located at a maximum altitude of 700m.
13
14
The below table clarifies the differences between the conventional and the modern
planning approaches:
CONVENTIONAL MODEL
MODERN MODEL
2.
15
The National Physical Master Plan
for the Lebanese Territory
16
3.
Number of members of
the Municipal Council
Number of
Municipalities
% of Total
2000 - 4000
4001 - 24000
<24001
9 to 12
15 to 18
21 to 24
686
277
18
70%
28%
2%
17
18
Governorate of
Southern Lebanon
Caza
No.
Saida
Sour
Jezzine
Governorate of
Northern Lebanon
Total
Caza
No.
Akkar
Minieh/Donniyeh
Tripoli
Governorate of
Mount Lebanon
Zgharta
Caza
Koura
Governorate of
Beqaa
Jbeil
Governorate of
Nabatiyeh
Caza
Metn
Caza
Hermel
Baabda
Baalbek
Aley
Zahleh
Shouf
West Beqaa
Total
Nabatiyeh
Hasbaya
Marjeyoun
Bint Jbeil
Total
No.
Rashaya
Total
No.
Keserwan
No.
Bsharri
Batroun
Total
Municipalities and Unions of Municipalities can be divided into three levels. Those have been
classified according to the urban expansion trends and to the prevailing local political context.
Municipalities or Unions of
Municipalities are faced with a
number of challenges in the strategic
planning process.
Those are detailed as follows:
1. Regulatory Challenges: The Lebanese
Municipalities are subject to the legislative
decree no. 118/77 and its amendments. This
decree vests the Municipalities with large
powers in order to manage any work having
a public character or utility within its area.
However, other decrees were issued and
lead to constrained municipal work. In fact,
the majority of the decisions taken by the
19
20
4.
21
22
Structured System
Topography
Vegetation
Residence
Uses
Services
Networks
Social Situation
Economic Situation
Re-assembling
The Structural System
Topography
Vegetation
Residence
Uses
Services
Networks
Hydrology
Subsoil
Analyzing Relations
between Structural Elements
Re-assembling
the Complex System
tio
Na
nal M
the
Le
ba
ne
and Analyzing Urban
s
ring
Ou
o
t
i
tpu
n
o
ts
M
al Ma
ster Plan fo
rt
ta and Proce
rban Da
ssing
ing U
Info
t
c
lle
rm
Co
at
LOCAL
AUTHORITIES
tion
KNOWLEDGE &
INFORMATION
SOURCES
ba
Analyzing U
ne
rban
s
O
utp
uts
Te
Participation
REFERENCES FOR
SETTING POLICIES
- Municipalities
- Unions of Municipalities
- Council of Development
and Reconstruction (CDR)
- Urban and Municipal
Authorities
- Others
Na
es
URBAN
AREA
nd
ring a
nito
Mo
ori
MONITORING
& ANALYSIS
ries
t
rri
ito
LEVELS OF
SOURCES
- Local
- Regional
- National
plementing U
rr
and Im
rb
Te
g
a
n
i
n
Po
lop
lici
ve
e
De
ion
he
Le
Local Authorities
The term indicates relevant elected or
appointed authorities and administrations
concerned in planning. Due to their presence
and location, local authorities act as a
reference in promoting partnerships with
the civil society and the private sector in an
attempt to improve the quality of service
provision, to enhance social responsibility,
and to ensure the participation of residents in
devising public policies. The essential role of
these authorities lies in the decision-making
process depending on available financial
and human capacities and legal frameworks
regulating their mandate.
Sources of Information
These are the available sources that are
linked to the problems and issues related to
the urban area. They can be obtained from
relevant NGOs as well as public and private
institutions (universities, research laboratories,
Municipalities, media, trade unions,
associations, etc.). Information usually covers
local, Municipal, Unions of Municipalities,
regional or national levels and is presented in
the form of different indicators that contribute
to decision-making and policy formulation.
23
to analyze information related to the main issues and problems and to identify the indicators that
would determine future transformations. The indicators rely on the contributions of experts and
residents to unveil common challenges and goals and help governments at the local and national
levels to reconsider the goals and priorities of their policies in light of the new challenges and
goals.
Monitoring means controlling and following up on a specific case and identifying
the new relevant changes, be them positive or negative.
PH
A
Hav
ew
e
W here
do
we
PH
Visioning
SE
Identification of Strategic
Objectives and Directions
LOCAL
PARTICIPATION
wa
nt
to g
o?
How
e
A S get th e
E 3 re?
Diagnosis
Adjustment of Process
ed?
riv
ar
?
now
e
w
4
SE
SE
HA
Whe
re
ar
e
24
do
Action Plans
PH
Reference Plan