Since 1947, the Urban Land Institute has harnessed the technical expertise of its members to help communities solve difficult land use, development, and redevelopment challenges through the national ULI Advisory Services program, which offers strategic advice to landowners (public agency, nonprofit organization, or nonprofit developer) on complex land use and real estate development issues. The program links the landowners to the knowledge and experience of ULI and its membership.
ULI New York has adapted this model to provide Technical Assistance Panels (TAPs) for use at the local level. TAPs are intensive, on-site engagements conducted by volunteer panelists that deliver expert, multidisciplinary advice to local governments, public agencies and nonprofit organizations facing complex land use and real estate issues throughout New York State. Drawing from our extensive membership base, these panels provide objective, pragmatic solutions, best practice advice and market-based strategies from senior practitioners from a variety of real estate and land use disciplines. A key differentiating factor between ULI and other organizations providing technical assistance is the involvement of experts from the real estate and finance sectors who can speak to market viability, funding strategy and implementation. By providing an unbiased, strategic perspective on complex land use challenges, TAPs have been credited with accelerating and improving the development and design processes used by communities in their land planning efforts.
How Does a TAP Work?
TAPs are conducted in two formats: a one- or two-day TAP. Both versions commence with a set of questions proposed by the sponsoring organization (the “Client”) – a local government, public agency, nonprofit organization or nonprofit developer – about a specific development issue or policy barrier within a defined geographic area (the “Study Area”). The two-day commitment includes a full site tour, confidential stakeholder interviews, intensive working sessions, a presentation of recommendations to the Client, and a final report outlining the process and recommendations. The one-day commitment includes a brief introduction and overview by the Client, a half-day working session with the panelists, followed by a presentation of recommendations to the Client, and a final report.
As part of the TAP Application process, the sponsoring organization is responsible for drafting the TAP Scope, which consists of a detailed description of the need for the Technical Assistance Panel. It should include background information on the affected site or area and current and future plans or activities (both public and private). Maps, statistics, planning and development goals, and other information may be attached if relevant, along with an explanation of previous efforts to address the scope of work, including outcomes of those efforts.
Panelists are ULI member experts who volunteer their time because of a commitment to the ULI mission. The panelists donate all of their time preparing for the TAP, the day of the TAP and contributing to the final report– an estimated $30,000-$40,000 value.
At a high level, the sponsoring organization is responsible for preparing and providing all briefing materials, briefing the panelists before/during the workshop, arranging the site tour, inviting key stakeholders to attend interviews during the TAP, and arranging for a public presentation of the TAP’s recommendations (if appropriate). A more detailed outline of Client Responsibilities will be provided upon finalizing the TAP agreement.
Upon receiving a completed TAP Application from a sponsoring organization, members of the ULI NY TAPs Steering Committee and staff will review it and arrange an initial meeting with the applicant to understand and refine the assignment objectives as well as identify key issues. Decisions on whether the committee can accept the panel assignment will be determined shortly after. Once a TAP agreement is finalized, typically, at least three to four months are needed to provide sufficient time to assemble a multidisciplinary group of panel members, compile briefing materials, and plan for the TAP. A private Client briefing to the panelists occurs one to two weeks prior to the TAP.
A two-day TAP consists of a brief introduction and overview by the Client, guided site tour, confidential stakeholder interviews, two days of intensive working sessions, and delivery of the final panel recommendations to the Client in a private presentation at the end of day two. A one-day TAP is more condensed and consists of a brief introduction and overview by the Client, a half-day working session with the panelists, followed by a presentation of recommendations to the Client.
Following the TAP panel presentation, we will commence writing the final report, which will be delivered to the Client within 3-4 months after the TAP workshop. Once the final draft of the written report is approved by the Client, we will commence design of the final report. Upon completion, the Client will be provided a professionally-designed TAP report in high-resolution PDF format (for web and print purposes). We conduct regular follow up calls and/or meetings with the Client post-TAP.
ULI New York charges a fee for each of its TAPs to cover staff time and associated costs (workshop materials, report writer’s fee, transportation/lodging, venue/catering, and other logistical costs). Fees vary from $15,000-$25,000 for a two-day TAP (anywhere within NYS), depending on location, the type and extent of the scope, and final written report; and $10,000 for a one-day TAP (limited to New York City only).
We encourage you to consider a TAP for your community. If you would like to discuss a potential opportunity, please contact:
Felix Ciampa, Executive Director
Sofia Guerrero, Senior Manager
TAPs Program Steering Committee
Matt Kwatinetz, NYC Economic Development Corporation (Chair)
Janice Barnes, Waggonner & Ball
Alexander Brady, NYC Economic Development Corporation
Kimberly Gift, Dwight Development Group
Barry Hersh, NYU Schack Institute of Real Estate
Vivien Krieger, Cozen O’Connor
Peter Liebowitz, WSP
Neeti Patel, JLL
Gary Sorge, Stantec
David Stebbins, Buffalo Urban Development
Roles & Responsibilities of the Steering Committee
The TAPs Chair and Steering Committee members are responsible for supporting the statewide marketing and promotion of ULI New York’s TAPs program, identifying potential TAP sponsors, reviewing and approving the proposed scope of work for each TAP, and recruiting volunteer members to serve as panelists on TAP assignments.
Interested in joining the TAPs Steering Committee? Contact Sofia Guerrero via e-mail at firstname.lastname@example.org or call 917-773-8834 for more information.