Advisory Services 咨询服务

Regarding the recent Advisory Services panel for Downtown Tampa, FL – “The expertise that the ULI panel brought was invaluable. It gave us a fresh perspective grounded in reality and provided us with a blueprint for our urban development. I couldn’t be happier.”
– Mayor Bob Buckhorn, Tampa, FL

关于近期向佛罗里达州坦帕市提供咨询服务的顾问团 – “城市土地学会顾问团提供的专业化指导和建议是无价的。顾问小组提供了基于现实的城市开发新思路,并向我们提供了我市城市发展的蓝图。对此,我无比高兴。”
– 佛罗里达州坦帕市市长Bob Buckhorn

 

ULI advisory services panels provide strategic advice to sponsors on land use and real estate development issues. Panels link developers, public agencies, and other sponsors to the knowledge and experience of ULI and its membership.
城市土地学会(ULI)咨询服务顾问小组向申请人提供关于土地利用和房地产开发方面的战略咨询服务。顾问小组把开发商、公共部门机构及其他申请人与ULI的知识和经验以及它的会员联系到一起。

Established in 1947, this fee-based program has completed over 600 panels, in 47 states, 12 countries, and 4 continents. Sponsors praise panels for their comprehensive, pragmatic approach to solving land use challenges.
ULI顾问团创立于1947年,是一个收费的咨询服务项目。至今,顾问团已经在四大洲,12个国家和地区以及美国47个州内共完成了600多个咨询项目。因为顾问团针对土地利用方面的棘手问题提供了综合实用的解决方案,申请人对该项目均表示称赞。

Panel Options
顾问团类型

ULI offers six panel options to meet the needs of your land use challenges. All panels share the following characteristics:

  • You, the sponsor, define the scope to insure that panels meet your needs.
  • ULI provides an objective, seasoned team of professionals.
  • Panel recommendations build on previous studies, initiatives and plans.
  • You receive the high quality product for which ULI is known.

ULI提供6个不同的顾问小组类型以期满足您在土地利用方面的需求。所有的顾问小组类型均有以下特点:

  • 您,即项目申请人,来确定咨询范围以保证ULI顾问小组满足您的需求。
  • ULI提供一个客观的、由经验丰富的专业人士组成的顾问小组。
  • 顾问小组基于先前的研究成果和计划等提供项目建议。
  • 您收获高质量的解决方案。

Panel options match the scope and character of each assignment, including:
适合每个项目不同的研究范围和特点的顾问小组包括:

Sustainable Development Panel
可持续发展顾问小组

Sustainable Development Panels, ULI’s newest advisory services tools, equips sponsors to understand, plan, and implement sustainable development principles at the policy and project level. Sustainable development panels advise you on how to create a clear sustainability vision for your project and effectively balance the economic, social, and environmental legs of the three-legged sustainability stool. Sustainable development panel sponsors also receive a comprehensive sustainability briefing package prepared by ULI’s research team and an on-site post-panel follow-up strategy session within one year of the panel’s presentation.
ULI最新的咨询服务工具—可持续发展顾问小组,旨在帮助项目申请人在政策和项目层面上理解、计划并执行可持续发展原则。顾问小组告诉你如何为项目建立一个清晰的可持续发展的规划,并有效地平衡项目给经济、社会和环境带来的影响。ULI研究组将向申请人提供项目可持续发展的综合报告。此外,在提供报告后一年内,顾问小组将再度亲临现场,进行战略性的后续跟进服务。

Deliverable: Sustainability Briefing Book, Full-Color Report, On-Site Post-Panel Follow-Up Strategy Session
交付成果:可持续发展报告,全彩报告,战略性后续现场跟进服务

Five-Day Panel
五日顾问团

Five-day panels, Advisory Services’ flagship program, engage 8-9 ULI members for a full week on-site to explore and respond to your assignment. Five-day panels offer the most in-depth look at your project and feature a full-day of confidential interviews with stakeholders and community leaders. Five-day panels usually conclude with a well-attended public presentation.
五日顾问团,是咨询服务的旗舰项目,其聘用了8-9名ULI会员进行整整一周的现场考察,以便对您的项目需求做出回答。顾问团将深入了解您的项目,并用一天时间对利益相关者和社区领导进行保密性访谈。顾问团通常以一个许多人参加的公共演讲作为结束咨询项目。

Deliverable: Full-Color Panel Report
交付成果:顾问团全彩报告

Three-Day Panel
三日顾问团

Three-day panels offer a detailed look at a specific assignment. On three-day panels, 4-5 ULI members provide you with recommendations as you begin to form strategies for addressing difficult land use issues. This “SWOT team” approach will help you focus in on the critical decisions that need to be made and formulate some key action items for you to implement. Three-day panels usually conclude with a well-attended public presentation.
三日顾问团将详细了解某一特定任务。当你开始制定战略来解决棘手的土地利用问题时,4-5名ULI会员在为期三天的考察期内将为您提供建议。这个“SWOT分析团队”将帮助您将关注点集中在需要做出的重要决定上,并制定一些需要实施的关键行动项目。顾问团通常以一个很多人参加的公共演讲作为结束。

Deliverable: Black and White Panel Report
交付成果:顾问团纸质报告

One-and-a-Half-Day Panel
一天半顾问团

One-and-a-half-day panels offers advice on a very specific land use challenge. A team of 2-3 ULI members or staff visit your site and make recommendations on a specific development project or land use policy. These panels often feature ULI’s Senior Resident Fellows, distinguished experts providing leadership in land use policy and practice in the areas of finance, retail, transportation, housing, urban development, and urban policy.
一天半顾问团将针对一个具体的涉及土地利用方面的棘手问题提出意见。一个拥有2-3名ULI会员或工作人员的小组将前往您的项目现场参观,并就一个特定的开发项目或土地使用政策给出建议。顾问团主要由ULI高级驻地研究员组成,他们是金融、零售、交通、住房、城市发展和城市政策领域的土地政策和实践的杰出专家。

Deliverable: Summary Panel Report in B&W
交付成果:顾问团纸质报告摘要

Project Analysis Session
项目分析会议

Project analysis sessions offer a two-hour “over-the-shoulder” look at your project at ULI’s Spring Council Forum or Fall Meeting. A team of four or five ULI members spend time with you reviewing your project and providing feedback on specific issues related to your plans. Project Analysis Sessions often help to define assignments for subsequent three or five day panels. Space is limited, so sponsors are encouraged to contact the Advisory Services staff well in advance of the meeting.
项目分析会议是在ULI春季理事会论坛或秋季会议上提供两小时来近距离交流您的项目。四五名ULI会员团队与您一同详查项目,并就您计划涉及的具体问题进行反馈。项目分析会议,通常帮助确定随后三天或五天顾问团任务。时间有限,所有申请人请在会议前提前联系咨询服务工作人员。

Deliverable: Audio Tape
交付成果:录音带

Specialized Services
专业化服务

ULI will work with all potential sponsors to define a program to meet its needs. We recognize that each sponsor is unique with a set of issues that are very important to the specific community. ULI staff will work with you to define a process that will meet your needs and provide you with the momentum for moving forward. Specialized services include approaches as varied as two hours with ULI staff at its headquarters, extended sessions with research directors or senior resident fellows or a two day overnight visit by ULI staff or an extended visit to a specific site. It may also include a more elaborate series of panels over a period of months.
ULI将与所有潜在申请人一同工作以确定一个满足他们需求的方案。我们意识到每个项目申请人带着一系列独一无二的问题,而这些问题又是对他们的社区非常重要的。ULI的工作人员将与您确定一个满足您需求的服务过程,并为您注入前进的动力。专业化服务的方法多种多样,包括与ULI工作人员一起在其总部两个小时,与研究主管或驻地高级研究员的扩展会议,或为期两天一夜的ULI的工作人员参访,或深入参观特定现场,还可能包括几个月间断的精心安排的一系列顾问团咨询服务等。

Deliverable: Varies
交付成果:视项目情况而定

Local Technical Assistance Panel
当地技术支持小组

Many ULI District Councils offer short panels conducted by local members. TAPs offer an opportunity to engage your local land use community in exploring a development project, policy, or challenge. Panelists are usually members of the local ULI District Council. Information for TAPS is available on the individual websites for our District Councils.
许多ULI区域委员会安排当地会员组成的小型顾问团,提供机会让当地的土地利用专业人士与您一同探讨开发项目、土地政策及在土地利用方面遇到的棘手问题。顾问通常是当地ULI的区域委员会会员。当地技术支持小组的信息在区域委员会的个人网站上可以看到。

Deliverable: Varies by District Council
交付成果:由区域委员会确定

Panel Process
咨询过程

Step 1: Contact Advisory Services
第一步:联系咨询服务部门

Start the panel process by contacting advisory services at panels@uli.org or +1 202 624 7000. Staff option for your assignment, provide you with sample report will help you select the right reports, and schedule a visit to your site to discuss the panel process. You can also complete the application form and E-mail it to advisory services.
通过联系panels@uli.org或+1 202 624 7000开始咨询过程。通过确定您的项目的类型并向您提供样本报告可以帮助您选择正确的报告,我们还将安排一次到您公司的现场访问来讨论咨询过程。您也可以通过填写申请表并发送邮件至咨询服务部门来完成该步骤。

Step 2: Define the Assignment
第二步:确定您的项目

Once you decide to undertake a panel, advisory services staff will help you define the panel’s assignment and create a list of questions for the panel to answer. The final assignment becomes part of the panel contract.
一旦您决定向顾问团咨询,咨询服务部门的工作人员将帮助您确定顾问团的任务,并列出需要顾问团回答的问题的清单。最后确定的任务将写入顾问团合同。

Step 3: Advance Preparation
第三步:事前准备

You, the sponsor, and ULI both work hard to prepare for the panel’s visit. Your advance preparation responsibilities include:
您,即项目申请人,同ULI一起努力准备顾问团的访问。您需要提前做好以下准备:

Briefing Book: You prepare a briefing book that outlines the assignment, study area history, demographics, past studies, and other background information essential to the panel’s work. You mail the briefing book directly to each panel member approximately two weeks before the panel’s arrival on site.
简要说明书:请您准备好一份简要说明书,其中包括该项目的概述,项目区的历史,人口统计情况,过去的研究以及其他对顾问团的工作必不可少的背景信息。请您在顾问团到达现场两周之前直接将该简要说明书发送给每一位顾问团会员。

Resource Materials: You prepare on-site reference materials for use during the panel’s visit. Reference materials include previous reports, large-scale maps, and other reference materials. ULI returns resource materials at the end of the panel’s visit.
资料:请您准备好顾问团访问期间使用的参考资料。参考资料包括先前的报告,大比例尺地图,以及其他材料。顾问团访问结束时,ULI将退还相关资料。

ULI’s advance preparation responsibilities include:
ULI的事前准备包括:

Chair and Panel Selection: ULI selects a chair and panel with the experience and knowledge required to respond to the assignment. ULI provides biographies of the panel to you in advance of the panel’s visit.
选择顾问团主席和会员:根据项目的要求,ULI选出经验和知识丰富的顾问团主席和会员。在顾问团访问之前,ULI会将顾问团会员的个人简介提供给您。

Logistics Planning: ULI plans most logistics for the panel’s visit, with the exception of the First Night Dinner, Monday Reception, Briefing, Tour, and Final Presentation. ULI books all hotel and meeting space for the panel and coordinates travels and meals.
行程安排:除欢迎晚宴、周一接待、简述、旅游和最终演说之外,顾问团的大多行程将由ULI安排。由ULI预定顾问团的住宿和会议地点,并协调行程和餐饮。

Step 4: The Panel Week
第四步:顾问团访问周

First Night Dinner: You arrange dinner on the first night for the sponsor team and the panel. The dinner provides an opportunity for panel members to speak informally with your sponsor team, learn about the local climate, and explore your objectives for the week. ULI will absorb the dinner cost of the panelists and ULI staff.
欢迎晚宴:请您为申请人团队和顾问团安排欢迎晚宴。晚宴提供了一次顾问团和您的申请团队进行非正式交谈、了解当地情况并深入理解您目标的机会。ULI将承担顾问团成员和ULI工作人员的晚宴费用。

Sponsor Briefing: On the first full day of the assignment, your representatives brief the panel on the study area and the specific details of the assignment. This briefing should include a history of the study area, an overview of the issues, and a discussion of expectations.
申请人简述:项目进展的第一天,您的代表将向顾问团简述项目区的情况和项目的具体细节。简述应包括项目区的历史、相关事项的概述和项目的未来设想。

Study Area Tour: Following the briefing, you lead a carefully planned and narrated tour of the study area. Your sponsor team, and additional resource people, if necessary, should accompany the tour to answer the panel’s questions. You arrange appropriate transportation for the tour and provide a hand-held map of the study area for each panelist.
参观项目区:简述之后,请您精心策划并引导顾问团前往项目区参观。如果有必要,您的申请团队和其他重要人士陪同参观并回答顾问团的问题。并请您为行程安排合适的交通工具,以及向每一位顾问团会员发放项目区的手持地图。

Reception: During a 5-day assignment, you are encouraged to host an hour-and-a-half reception on Monday evening for the panel and local stakeholders. The reception allows stakeholders to meet the panel in an informal setting and learn more about the panel’s assignment and agenda. A sponsor representative and the panel chair usually provide brief remarks.
招待会:在为期5天的项目期内,您可以于周一晚上为顾问团和当地的利益相关者召开一个历时一个半小时的招待会。招待会上,利益相关者可以同顾问团进行非正式会面,并更多地了解顾问团的项目和工作安排。通常,申请人代表和顾问团代表会发表简短讲话。

Interviews: You prepare a list of local resource people and schedule times for them to meet with the panel. The number of people the panel talks to depends on the assignment and the panel format. The list may include members of the private sector, community leaders, political leaders, local residents, key officials of public agencies, and any other individuals who might provide information and insight to the panel. ULI staff will work with you to compile this list.
访谈:请您准备一份当地重要人士的名单并安排其同顾问团见面的时间。同顾问团交流的人数取决于项目和顾问团的形式。该名单可以包括私营业主、社区领导、政府领导、当地居民、公共机构的主要官员,以及其他可能向顾问团提供信息和见解的个人。ULI工作人员将和您一同编制该名单。

Panel Deliberations: After the briefing, tour, and interviews, the panel engages in private deliberations to develop recommendations. The time allotted for deliberations varies depending on the panel format.
顾问团会议:在简述、参观和访谈之后,顾问团将进行闭门会议,并最终给出建议。会议的时间安排取决于顾问团的形式。

Final Presentation: You secure a location for the final presentation. If it is a public presentation, the room should have a stage or podium from which the panel can address the audience and should have audio/video capabilities. Generally, if the presentation is public, about 100 people can be expected. The hotel ballroom, city council chambers, or a local venue such as a library, church or club auditorium can be used. If the presentation is a closed meeting, a conference room in the hotel or at the sponsor’s office may be used.
最终演说:请您为最终演说安排地点。如果演说是公开的,会议室需要有一个讲台以及音频或视频功能以便顾问团向听众致辞。一般来说,如果演说是公开的,预计将有约100人与会。会议地点可选择在酒店宴会厅、市政府会议室,或者当地的图书馆、教堂或俱乐部大礼堂。如果演说是非公开的,地点则可选在酒店会议室或申请人办公室。

Step 5: Report Preparation
第五步:准备报告

ULI will prepare a final report detailing the panel’s findings and recommendations presented on the final day of the assignment. The sponsor reviews a draft for correctness of factual information and ULI then produces a final report. There are no substantive changes to the recommendations from the final presentation to the final report; therefore a sponsor can begin implementation immediately!
在项目期的最后一天,ULI将准备一份详述顾问团的发现和建议的最终报告。申请人复核报告初稿中事实信息的正确性,尔后ULI将生成一份最终报告。若顾问团的建议从最终演说到最终报告无需修改,则申请人即可执行该建议。

Step 6: Follow-Up
第六步:后续工作

ULI can help you connect with the local ULI District Council and other resources to plan follow-up strategies after the panel. ULI can also contract with you to provide future panel services to build on the panel’s recommendations.
向顾问团咨询结束后,ULI可协助您同当地ULI区域委员会和其他业界人士建立联系,以规划后续策略。您也可以和ULI签署协议,之后获取咨询服务,收到相关建议。

Technical Assistance Panels
技术支持小组

Technical Assistance Programs (TAPs) are part of the Advisory Services Program. TAPs were specifically designed to be run and implemented by District Councils. Advisory Services offers several options – project analysis sessions, fellows advisory panels, on-site analysis sessions, five-day panels, technical assistance programs, advisory workshops, and special services. All of these have four characteristics in common:

  • A scope defined by the sponsor to ensure that their needs are met;
  • An objective team of seasoned professionals who have addressed similar issues;
  • Recommendations that build on what you have already done; and,
  • The high-quality outcome for which ULI is known

技术支持项目(TAPs)是咨询服务项目的一部分。技术支持项目经过了精心设计,并由ULI区域委员会管理和执行。咨询服务部门提供若干选项,包括项目分析会议、研究顾问团队、现场分析会议、五日顾问团服务、技术支持项目、咨询研讨会,以及特别服务。所有选项均拥有如下四项特征:

  • 由申请人确定服务范围以确保其需求得到满足
  • 由拥有处理过类似事务经验的资深专家组成的独立团队
  • 在您业已完成的事项基础上,由专家提出建议
  • 高质量的成果,这也是ULI为人熟知的一点

Contact Us

Pauline Oh 
Senior Vice President, Asia Pacific
+65 9650 3048
Pauline.Oh@uli.org 

Tom Eitler
Vice President, Advisory Services
+1 202 624 7186
teitler@uli.org

Beth Silverman
Director, Education & Advisory Services
202-624-7042
bsilverman@uli.org

Natasha Hilton
Associate, Education & Advisory Services
202-624-7011
natasha.hilton@uli.org

Caroline Dietrich
Logistics Manager, Education and Advisory Group
+1 202 624 7048
caroline.dietrich@uli.org

About Advisory Services