UFI认证

一、UFI介绍：

UFI是国际展览联盟（Union of International Fairs UFI）的简称。在2003年10月20日开罗第70届会员大会上，该组织决定更名为全球展览业协会（The Global Association of the Exhibition Industry），仍简称UFI。UFI是迄今为止世界展览业最重要的国际性组织。

UFI原为法文Union des Foires Internationales的缩写，是“国际展览联盟”的名称，英文Union of International Fairs。UFI于1925年在意大利米兰成立，并将总部设在法国巴黎。机构设置中包括管理机构和顾问机构，管理机构包括会员大会、UFI主席、事务局和指导委员会以及秘书处。此外，UFI在亚太、欧洲、美洲以及中东非洲分别设立4个地区分部。UFI主席在会员大会上由会员选举产生，任期3年。UFI的日常事务由秘书处负责处理。UFI的工作经费来源于会员缴纳的会费，会费的数额由两年前获UFI认可的展览会出租面积来计算。

展览主办单位申请加入UFI的过程，也就是主办者提高展览管理、服务水平的过程。UFI对申请加入其协会的展览项目和主办单位有着严格的要求和详细的审查程序，能取得UFI的资质认可、使用UFI的标记便成为名牌展览会的重要标志。其会员来自展览行业相关的各类机构，包括会展公司、会展场馆、行业管理和促进组织，以及拥有品牌展会的各行业协会和商业企业。目前UFI正式会员有565个。

UFI评价展览成功与否的定量标准有：收入、租用面积、售出票数、售出目录数、服务收入、参展商数量、参观者人数。

定性标准有：参展商类型、观众类型、媒体的评论、展览期间的现场气氛。其中，分

析观众类型是在展览期间，对观众进行抽样调查，包括：观众来源（国外、国内、地区）、职位、所属行业、参观时间、参观频率。除了对观众进行分析外，组织者还要选择一些参展者面谈，以调查他们对展览的意见、愿望和感受。

上述调查结果都会对外公布，以衡量展会成功与否，并更新展览会的理念，提供更好的服务。如果某些目标未能达到，主办方就要客观地分析原因，制定策略，使得下届展会能避免这种情况的发生。

二、取得UFI会员申请与UFI展会认证和条件：

http://www.ufi.org/Public/Default.aspx?Clef_SITESMAPS=52&Clef_SITESMAPS=77&Clef_SITESMAPS=78

展览会组织者申请UFI会员：

1、展览会组织者要成为UFI 成员必须提交至少一个展览会申请UFI认证。

2、展览会组织者必须对该展览会进行直接的财务运作和管理。

3、展览会组织者成为UFI会员，只能针对通过UFI认证的展会使用UFI标志。

4、同时既为展览会组织者，又为展览馆拥有者的申请人，必须针对展览会和展览馆分别申请UFI会员。

UFI的会员资格的所有请求都是由会员委员会初步审查，然后转给执行委员会验收。要成为UFI的会员，必须有来自2个不同的国家的2个正式成员的推荐信。如果必要，Ｕ

ＦＩ展览组织所属执行委员会或展览中心会员候选人委派调查员进行访查。UFI的正式会员都有权使用UFI的标识或者复制其所有的印刷或虚拟材料，其相关公司和展会也被UFI认可。不被UFI认可的展会则无授权使用UFI的标识。

UFI展会认证

展会通过UFI认证的条件主要包括：

1、首先必须获得展览会所在国家有关部门的认可，认可其为国际展会；

2、外国直接参展商数量不少于总数量的10%；

3、外国观众数量不少于总观众数量的5%；

4、展会主办者必须可以提供专业的软硬件服务，展场必须是适当的永久性设施；

5、所有相关申请表格、广告材料及目录必须是使用广泛的外文，需有一种以上的外语，包括英语、法语、德语等，英语为佳；

6、在展会举行期间不允许进行任何非商业性活动；

7、参展商必须是生产商、独家代理商或者批发商，其他类的商人不允许参展；

8、严格禁止现场销售展品或者现场买卖；

9、展会定期举办，展期不超过三周；

10、申请认可时展会最少定期举办过两届。

11、审计数据必须提交至少有上届展会的数据报告。如果是第一次提交申请认证提交数据审计，下一届展会的数据必须进行审计。UFI会员会展组织者可以提交多个展会认证申请。

需要提供数据并接受审核，包括该展览的“总净展览面积”，参展商数量，参观人次和参观人数等相关的数据。申请人可以决定提交参观人次或参观人数，但此决定必须与UFI成员委员会与《UFI 统计标准和定义》相一致。以上数据必须经过专门的审计单位（独立的审计公司或审定会计师）公正审定。在申请认证的过程中，申请方需向UFI总部提交数据监管证书。两年内举行次数少于1次的展览（该情况需向UFI总部提交每一届的展览审计数据），如果两年内展览次数在1次或以上的申请者至少每隔一次展览，就向总部提交展览审计。展览需要在一个适当的固定场所内举行，并向参展商及参观者提供他们所需的一切服务，包括良好的接待，帮助以及信息技术服务等。 审计认证需要在6个月内提交给UFI，否则将失去申请资格，需要重新申请。

（新修订的审订准则包括四类元素：系统评估，展览会前期审查，展后数据库审核，出示审计证明。审计人员将对UFI成员举办展览会之售票及登记入场环节实施严格标准，并在展后核实数据库）

三、申请程序

具体申请程序为：准备申请成为UFI会员的机构或者展会主办者必须尽早向UFI提出申请，UFI首先备案，如果申请UFI将其纳入当年工作日程，那么申请在理论上最迟为前一年的年底前向UFI秘书处提交所有正式申请文件。申请被受理后，UFI下设的指导委员

会将委派一名或者多名代表前往展会实地考察、实地核查所提交材料的情况，然后出具审核报告。相关的所有费用由申请人承担。审核报告由指导委员会先行审核，审核通过后向UFI大会提交认可提议。UFI每年会举办一次全体会员大会，其中一项议程即为审核由指导委员会提交的认可提议，如果会员出席或代表出席人数2/3多数票支持通过认可提议，则可授予其UFI展会通过UFI认证。在这之后若发现会员、展览会不具备或者不再具备有关条件，将撤销对其的认可。UFI大会一年只召开一次，一般从递交材料到通过审核可能会持续2年左右。

UFI在审核认证会员的准入资格时，分别用软硬指标来衡量考察对象。如UFI对深圳某展览会提出的3个主要硬性指标是：展会的国外观众数、国外参展商和国外参展面积。UFI要求这3个指标达到20%以上才能通过这一关的审核。而这些数据必须由绝对中立的专业中介机构来提供，UFI也会对这些中介机构提供的数据进行再审核以确保其真实性，并且UFI还要审核申请认证展会近3年来的相关数据，通过考察该展会的连续经营成果以求更加客观。

除了这些硬性标准外，UFI更加重视展览服务、管理等方面的软性指标，通过认证的展览会应该在行业内处于领先地位并且具有相当影响力。UFI在考察中会问及与展会相关的国内国际其他展会以作对比，并且展会的合作对象、主办单位等都是考察其影响力的佐证之一。

另外，UFI在审核过程中并不只信任由中介机构提供的数据，在不通知申请人的情况下，他们会派专人在展会现场进行实地考察，对展会的服务和管理进行亲身感受。他们非常注重一些细节，比如观众数据是如何登记的，采用什么办法找来观众，甚至连广告的投放占收入的比例也会进行监测。在现场，他们会看观众指示牌是否正确到位、其他的现场配套设施是否完善等等，非常注重主办方对展会的流程操作。

申请表和需要提交的相关文件：（申请文件需要提交给巴黎UFI总部）

文件如下：（申请表须有UFI总部批准才会给予）

1， 会员申请表

2， UFI认证展览会申请表

3， 该展览会审计证书（ 该报告须有值得信赖的审计组织编制提供；缺少此审计证书的申请将不被考虑，例：UFI授权审计机构 上海正信方晟资信评估有限公司）

审计申报材料包括：

4， 2份来自不同国家的2个UFI会员单位的推介信（展会组织方或场馆拥有者）

5， 一份国家展览协会推介信

6， 上一届展会的展览目录

7， 上一届展会的展位图

8， 该展览会的规章制度

9， 展览会组织者接受寄送给参展商的物品清单

10，发送给参展商的参展申请表

认定步骤：

1， 申请表将由UFI会员部进行审核，报告给UFI管理委员会。

2， 管理委员会决定申请通过，成为会员。 对费用付款，许可即生效。

3， 新入会员签署UFI道德规约

4， UFI理事会和年度会员大会批准新会员许可

5， 会员被授权试用UFI会员标识，只限于通过ＵＦＩ认证的展览会

对展览会的调查：

1, 如果必要，ＵＦＩ会员委员会将任命ＵＦＩ调查员（原则上该名调查员的国籍与正进行申请认证的该名UFI成员不同。该名调查专员将会对认证申请人及认证申请展览进行

访查。）

2, 调查员将集合该国家的经济结果，核对申请人提供所有信息的准确性。

3, 调查员将编写调查报告，提交给会员委员会。会员委员会主席将通知UFI管理委员会。如果会员委员会认为有需要，此报告可能会发送到申请人所在国相关的UFI会员或其他会员核对。

调查费用

申请人需要偿付调查员的住宿和旅途费用（经济档或同档次的机票），即使会员申请失败。

（正式）会员年费

会员年费是根据从7月1日至6月30日的财政周期计算。

展览组织者：基本会员年费是根据净出租展览会面积的比例计算。2011-12年期间，最低认购额是2,600欧元，最高为18,720欧元。

四、《UFI 统计标准和定义》包括以下主要内容：

一、展览面积计算准则

对于每个组展商，需提供并接受审核的数据为“总的净展览面积”，指整个展览面积，包括由参展商占用的室内和室外面积。也被称为“合同面积”，包括付费和非付费面积。它

也包括分配给与展览主题直接相关的特殊展出。

对于每个展览场地运营商，需所提供的数据是“总毛面积”。指的是由场地运营商提供给组展商的总面积，或者包括通道面积在内的展览使用总面积。餐饮、办公室、仓储等用地不被计算入内。当提及展览面积时，必须申明为“总的净面积”或“总的毛面积”。

二、参展商数量的计算标准

1、参展商(也称“直接”参展商)只计算 “直接”参展商，如主体参展商和联合参展商均被计算入内。主体参展商为那些直接与组展商签订合同的公司/组织。根据UFI标准，或UFI认证展会的条件，只有直接参展商才能列入统计数据。联合参展商指那些在某个主参展商的展位内参加展出的公司/组织，有其自己公司职员、产品和服务参加展出。必须通过几种方式予以表明：如通过主体参展商的参展报名表，或相关的联合机构或通过展览会目录。在集体参展的情况下，由集体参展的组织者租赁展位和支付参展费。展位由若干公司/组织共同使用。如果它们各自占用一定面积，其公司职员以自身公司/组织的名义，展示其产品与服务，则被认为联合参展商。如果不满足上述条件，此类参展商只被视作“被代表的公司”(也称为“非直接”参展商)，不被计入参展商总数。

2、被代表公司(也称为“间接”参展商)被代表公司指那些公司/组织，其产品和服务在主体参展商或联合参展商的展位上展出，但没有自己的职员直接参展。被代表的公司不被计入参展商总数。

3、为避免混淆，必须声明参展商所属类别。

三、参展商国籍参展商的国籍由参展公司/组织与组展商签订的合同上的地址决定。当

地址与参展商真实国籍不符时，组展商以参展商的自我声明的国籍为准，由组展商单方面的声明无效。当对参展商的国籍存有疑问时，参展公司/组织的总部应该声明分支机构代表其参展。

四、入场人次、参观人次和观众数的计算标准

1、计算时间段：观众计算应发生在展览正式开放时间。

2、入场人次：指在展览正式开放期间进入展会现场的人数。

3、出席人次：展览入场总人次等于展览开放期间通过入口处的总人次。入场总人次等于出席总人次。出席总人次不能作为观众数，报给UFI或其它形式的发布。

4、参观人次：参观指代表着组展商和参展商所期望的市场诉求对象，凭入场证件在展览正式开放期间进入展览现场的人的行为。下列人群被计入“参观人次”：在展览现场购票者；在开展前购票并到场参观者；凭免费邀请函或优惠券入场并到场参观者；凭长期门票参观者；记者；每人每日只被统计一次。

下列人群不被计入“参观人次”：场馆运营商和组展商的工作人员；服务供应商工作人员；参展公司/组织的工作人员；展览的演讲人。

5、观众人数：观众指参观展览的人。不管参观多少次，只能一次被计入观众人数。

6、重复参观：重复参观指第一次参观后的其它可以计算的参观次数。也只能一天之内被计入一次。

7、参观总人次(5、6条的附加条款)：参观总人次等于观众总数加上重复参观总数。

8、数据发布和UFI展览认证：UFI只接受与“参观人次”或者“观众”有关的数据。

必须通过上下文清楚地理解“参观人次”或者“观众”两个定义。在声明、媒体和宣传材料中也应保持数据的真实性。

五、国内和国际观众的参观

根据观众的常驻地决定观众国籍，并必须在观众注册表格上注明其国外地址。外国或国际参观指来自于非展览举办地所在国的其它国家的观众的参观行为。

如果不具备观众登记条件，组展商应征得UFI授权同意，对UFI认证的国际展览进行抽样调查，统计出外国参观的百分比。这种调查应由市场研究公司并经独立审计公司证明。证明书中必须说明调查的抽样方法。

如果是综合性公众展览，允许只把外国专业人士计入参观总数。每位外国观众最好通过登记系统来统计。

审计公司的证明书中必须对使用的统计方法予以确认。

会员申请

ARTICLE 5 - MEMBERS

The Association is composed of:

• full members (5.1)

• associate members (5.2)

In addition, applicants for membership are called “Would-be Members” (5.3).

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Article 5.1 - Full members

Article 5.1.1 - Exhibition organizers, referred to hereinafter as “organizers”

They shall join with all the events they organize insofar as at least one of them is officially approved by UFI, in accordance with the Internal Rules. These members are legal entities (private, public or mixed) or natural persons and are directly responsible for the administrative and financial management of the events they

organize.

Article 5.1.2 - Organizations operating one or several exhibition centres, hereinafter referred to as \"exhibition centres\".

These members are legal entities (private, public or mixed) or natural persons operating a permanent infrastructure(s) dedicated to exhibitions and offering services appropriate to the organization of high standard trade fairs/exhibitions.

The members who have both the role of exhibition organizer and operator of an exhibition centre(s) must become members in both membership categories.

Article 5.1.3 - Group status

Organizers and exhibition centres are considered as groups when they are invited to join UFI with their subsidiaries which also organize exhibitions or manage one or several exhibition centres. Only those subsidiaries owned at 50% or more are taken into account.

A sole organization, in principle the parent company or the organization which pays the UFI

subscription, will be considered as the full UFI member, with the corresponding rights and obligations, and designates the person eligible as candidate for the various functions outlined in these Statutes. The subsidiaries are

neither full nor associate members, but benefit from all the services provided to their head office, excluding voting rights and eligibility, unless designated to represent the parent company as outlined above.

Article 5.1.4 - Associations that fulfil the following conditions:

• the leading national and international associations gathering organizers and/or exhibition centres;

• international associations gathering partners from the exhibition industry and/or their national associations. The members of a member association can only be considered to be members of UFI through their own direct membership. A member association can only be represented by their President or Managing Director or another member of UFI who is also a member of this association. Any other representation must be authorized beforehand by the UFI President or Managing Director.

Article 5.2 - Associate members

The organizations referred to in Articles 5.2.1. and 5.2.2. below may only join UFI if invited to do so by the UFI Executive Committee.

Article 5.2.1

• the national and international associations and organizations specialized in

research, studies and/or the promotion of the exhibition industry; These associate members can only be represented by their President or Managing Director or another member of UFI who is also a member of this association. Any other representation must be authorized beforehand by the UFI President or Managing Director.

Article 5.2.2

The partners of the exhibition industry which have an international activity of interest to UFI, such as:

• providers of services and products related to the trade fair and exhibition industry;

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• consultants;

• auditors of trade fair and exhibition statistics;

• specialized exhibition press;

• universities and educational institutions.

The selection procedure for these categories is detailed in the Internal Rules.

Article 5.3 - “Would-be Members”

The status of “Would-be Member” is provisional. It is applied to organizations that will meet the

membership criteria defined above and in the Internal Rules but which do not yet comply for a specific reason. “Would-be Member” status is granted for a limited period during which these requirements must be met to obtain full membership status.

ARTICLE 6 - CONDITIONS OF ADMISSION -WITHDRAWAL

Article 6.1 - Admission conditions

An organizer must have at least one event approved by UFI in order to become or remain a member organizer. The conditions for UFI event approval are defined in the Internal Rules.

Candidates for admission must produce letters of support from two full members from two different countries. A letter of support from their national exhibition association may be requested by the Membership Committee or the Executive Committee. The contents of the letters of support are specified in the Internal Rules. All UFI members must adhere to the UFI Code of Ethics. This Code, which is detailed in the Internal Rules, mentions, amongst others, the obligation to publish only irrefutable verifiable statistics.

Article 6.2 - Admission procedure for new members

A Membership Committee comprising at least two members of the UFI Board of Directors and the UFI Managing Director is responsible for examining membership applications. The Chairman of this Committee is the UFI Outgoing President, for the duration of their mandate. If they are not available, another Chairman will be appointed by the UFI President.

The Membership Committee is responsible for providing its opinion on all membership applications to the Executive Committee. The decisions to admit members or approve new events are taken by the Executive Committee, on the recommendation of the Membership Committee. The Executive Committee does not need to justify its decisions. The Board of Directors is informed of all new admissions or event approvals at the nextBoard meeting. All admissions and provisional “Would-be Member” status become effective immediately after theExecutive Committee’s decision.

展会认证

ARTICLE 3. - UFI EVENT APPROVAL

Article 3.1. - Conditions to be fulfilled for UFI approved event status

UFI event approval can only be requested by UFI member organizers or applicants for membership in the organizer category.

These events must meet the criteria below.

• They must be \"international\" according to one of the following requirements:

• the number of direct foreign exhibitors must be at least 10% of the total number of exhibitors;

• the number of foreign visits or visitors must represent at least 5% of the total number of visits or visitors, respectively. For public fairs, this percentage is to be counted on the basis of professional visits or visitors, if they are identified.

• Audited statistics must be provided regarding the total net exhibition space and the number of domestic and international exhibitors as well as for visits or visitors, as the case may be, in accordance with the decision of the UFI

Membership Committee, and in conformity with “UFI’s Auditing Rules for the Statistics of UFI Approved Events”. This document includes the definitions and counting methods for exhibitors, visitors and visits. These statistical data must be objectively confirmed by a specialized audit organization, by an independent audit company or by a certified accountant who has obtained prior approval from UFI to conduct the audit. At a minimum every other edition of the event must be audited, except for the events which take place once every three years, or less frequently. For these events, each edition must be audited. The only exception is for events which have been audited for the first time in order to obtain UFI Approved Event status. In this case the next edition must also be audited.

• They must have taken place twice as an international exhibition at the moment of the application.

• The event should occur in appropriate permanent installations and provide users with all the

services they may require, notably reception, assistance and information services for exhibitors and international visitors. Application forms, advertising material and the fair catalogue should be published not only in the country's language, but also in at least one other foreign language, preferably English.• The event should have a regular schedule and duration which does not exceed three weeks.

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Article 3.2. - Exceptions from these requirements

In view of the wide variety of exhibitions, notably due to the geopolitical situation or the nature of the exhibits, exceptions may be made upon the UFI Membership Committee's recommendation for event that do not exactly meet the above mentioned arithmetical criteria.

Article 3.3. - Procedure of event approval

The UFI approved event request form is available upon request from the UFI

Headquarters, who reports to the UFI Membership Committee. The UFI Membership Committee may request further information about the event.

At the UFI Membership Committee’s request, an investigator may be designated, in principle from outside the member organizer's country, who will visit the member organizer and the event.

The Membership Committee will report to the UFI Executive Committee for the final decision. The approval becomes effective immediately following the decision of the Executive Committee.

Article 3.4. - Change of organizer of a UFI approved event

The UFI approved event status is not transferable without prior and written agreement by the UFI Executive Committee.

If the new organizer is not a UFI member, he must apply for membership, making a UFI event

approval request for the event in question. See article 3.1. of these Internal Rules.

Article 3.5. - Joint-venture events

UFI accepts joint venture events wherein an exhibition is organized by two or more organizers. The majority organizer is considered to be the representative of

the event.

The joint venture partner applying for UFI event approval must clearly specify in the UFI approved event request form the name of each partner and their degree of participation in the event. The subscription will be invoiced to the majority organizer of the event.

Article 3.6. - Upholding of the UFI approved event status

To maintain UFI approved event status, member organizers must provide audit certificates for their UFI approved events. The frequency of these audits is outlined in article 3.1. above.

An event which does not satisfy the criteria outlined in article 3.1. above will automatically lose its UFI approved event status.