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This divergence creates a challenge for those involved in the worldwide healthcare exhibiting industry: to first know, then be able to work within, the variety of systems and regulations which have evolved in the global healthcare exhibiting environment. Much time, effort, and therefore money, are expended in learning and adjusting to these systems. In an era when companies around the world are seeking to cut costs and improve return on investment, efforts to improve the efficiency of the healthcare exhibition as a marketing medium would benefit the entire industry. The Healthcare Convention & Exhibitors Association's (HCEA's) main purpose for more than 60 years has been to increase the efficiency and effectiveness of healthcare exhibitions. HCEA is an association made up of the entire range of organizations involved in healthcare exhibitions: healthcare companies (including pharmaceutical, medical device, supply and other healthcare companies), congress organizers and associations, and companies which supply products and services to the industry (e.g. exhibit designers and builders). The following Guidelines are an accumulation of facts and recommendations regarding healthcare exhibitions developed by members of HCEA and reviewed by outside sources for accuracy, fairness and completeness. Their purpose is to provide information and suggested regulations that will increase the efficiency of healthcare exhibitions and improve the process of participation for all parties involved. There are guidelines for both congress organizers and exhibiting companies. Each has a responsibility, and each stands to benefit, from the increased efficiency of healthcare exhibitions. The intent of this document is that it be applicable to as much of the world as possible, and that it be flexible - open to revision to adapt to changes as they occur. HCEA recommends that these Guidelines be adopted by congress organizers and associations, and be followed by exhibiting companies. Endorsed by IEARC - These Guidelines have been reviewed and endorsed by the International Exhibitors Association on Radiological Congresses.
GUIDELINES FOR CONGRESSES AND ASSOCIATIONS
GUIDELINES FOR CONGRESSES AND ASSOCIATIONSThe prospectus, or exhibitor's guide, is an accumulation of information on a specific congress. It may have other names, but its purpose is to provide this important information to the healthcare companies considering participation in the congress' exhibition. The more complete the prospectus, the better-informed the companies will be, resulting in smoother operations for those coordinating the exhibition. It is recommended that any new information from the previous prospectus be highlighted (e.g. bold type) and also addressed in the letter transmitting the prospectus to exhibitors. In a complete prospectus, the following information should be provided:
Exhibition Hours should appear in the exhibit information section as well as in the floor plan in a format designed to stand out. The times set aside for delegates to visit the exhibits should be clearly specified. As much time as possible should not be conflicting with educational seminars. Stand Build-up/Installation and Breakdown Dates and Hours. Stand Build-up (Installation)/Construction. The day and time when installation/construction of exhibits may begin, and the times allotted for this, should be stated. If delivery times differ from build-up time, this should be stated. The time when unneeded packing material should be cleared should be stated, if applicable. The time at which installation/construction must be completed also should be indicated. If decoration, computer programming and similar activities can continue until a later time than initial installation/construction, this also should be stated. It is recommended that sufficient time be allowed for stands to be made completely ready. The amount of time for installation/construction should be adjusted to accommodate large stands (i.e. larger stands may require more time). To avoid additional costs, build-up and breakdown should occur during normal working hours as much as possible. Consideration should be given to the availability of stairs, lifts, exits and the size of the venue when determining the amount of build-up time. The hour at which stand personnel not involved in build-up may enter the hall should be stated. Stand Breakdown Time. The day and time when breakdown of stands may begin, times allotted for breakdown and when stand removal must be completed should be stated. It is recommended that a minimum of 24 hours be allowed. Establishment of a greater minimum number of hours is especially important when large stands are utilized. Registration Hours. Exhibitor registration should be open on the first day of build-up so that personnel arriving to set up can obtain their badges and be admitted into the hall. This should be clearly noted by listing Exhibitor Registration times separately in the prospectus. Requirements for application. The procedure and requirements for applying for participation in the exhibition should be stated in the prospectus. If there are limitations on the types of companies or products and services which may participate in the exhibition, this should also be stated. Space Assignment. Space assignment methods should be well defined and explained in the prospectus. If a priority point system is used, an explanation of the system is necessary. Also, when the point system is used, some floor space should be made available to new exhibitors to preclude a permanent shutout of these firms. If storage space, hospitality suites, hotel rooms or other amenities are also being assigned, the prospectus should clearly state whether the system for doing so is the same as for exhibit space assignment. Space Relocation. Space relocation, after exhibitor acceptance of assigned space, is a serious matter which should be avoided if at all possible. When relocation is unavoidable, quick and complete communication with the exhibitor should be carried out. The reason for the relocation should be explained. In any and all instances of space relocation, the affected exhibitors should be given the option to cancel and receive a full refund of all payments made (within a reasonable time frame, if notification was made well in advance of the congress) in the event the reassigned space is not acceptable to the exhibitor. Stand Payments. Up to 50% of the cost of space may be required within a reasonable time frame of space acceptance, as a demonstration of good faith. Balances due for space should not be required more than 180 days prior to the congress opening.
Congress cancellation or postponement. In the event that the congress is postponed for any reason, exhibitors should be given a reasonable period of time after notification of postponement (2 weeks is recommended) to cancel and receive a full refund of all payments made. In the event of complete cancellation of the congress, exhibitors should in all cases receive a full refund of all payments made. Congress curtailment. In the event that the congress is curtailed for any reason, exhibitors should be entitled to a refund of payments made, proportionate to the curtailment (e.g. curtailment of a four-day congress by one day should result in a 25% refund to exhibitors). Subtenants. If the exhibitor is prohibited from sharing stand space with another company, this should be stated in the prospectus. Exhibitors should seek permission from the congress organizer if they wish to share space. Shell Scheme/Stand Description. A description and explanation of the shell scheme, including size and color, should be provided if applicable. The size of the standard stand (if applicable), minimum and maximum heights, availability of other types (e.g., island or peninsula) and furnishings which will be provided (if any) should be indicated. Carpeting. If the exhibition will be carpeted, this should be stated along with the color and type of carpet. If the aisles of the exhibition will be carpeted, the color and type of carpet will be important to the exhibitor. Exhibitor Lounge. If an exhibitor lounge(s) is provided, the location should be given. Hotels. The names and addresses of any headquarters hotel(s) should be stated. Exhibitors need to know with which hotels, if any, the congress organizer has made arrangements for room blocks, whether reservations should be made directly with the hotel or through some other party, and any information (including restrictions) which will expedite the room reservation procedure. Congress organizers should make every effort whenever possible to set aside room blocks for exhibitors on a fair and equitable basis. When rooms are being held in a company's name, the company should provide a rooming list to the appropriate official approximately 4 to 6 weeks in advance of the meeting, but have the opportunity to substitute names as necessary. If hotel arrangements are handled by another agency, the name, address, phone and fax numbers, as well as the names of key personnel, should be provided in the prospectus. Customs Regulations. The prospectus should include complete information on exporting and reimporting displays and materials. The name, full address, and telephone number of the official customs offices and/or broker should be indicated. Other Legal Requirements/Restrictions. The most important legal requirements should be identified (e.g., fire standards). Taxes and Duties. The prospectus should provide information on how exhibitors may claim any appropriate tax and duty refunds available to them. If possible, forms for this purpose should be sent to exhibitors in advance, or made available at the congress. Exhibition Layout/Floor Plan. The prospectus should include a floor plan which should be accurate and to scale. Floor plan information should include:
Footnotes should identify any symbols used to indicate columns or other stand obstructions. Any restrictions, such as locations near lifts or loading docks where build-up and breakdown hours are reduced, should be identified. Any floor plan changes should be conveyed to exhibitors at least 60 days in advance of the congress. Stand Services/Exhibitors Kits. Congress management should provide exhibitors with a packet giving complete information on available stand services. If possible, this should be available six months prior to the meeting. The packet should also contain all necessary forms required for contractual services such as cleaning, hostesses, refreshments, plumbing/water, electrical power, stand furnishings and telephones. Whether or not the venue is air conditioned, and the type of lighting, also will be important to the exhibitors. Exhibit Stand Specifications. Clear information about the technical specifications for stands in the exhibition will be critical to exhibitors. Following are some of the most important specifications which should be included in the prospectus.
Inappropriate Exhibits/Congress' Right to Refuse Space. The congress organizer should reserve the right to refuse space assignment to any company whose products or services do not contribute directly to the meeting delegates' healthcare practice. Badges. The congress' procedures for assigning and distributing exhibitor badges should be stated clearly in the prospectus. A set number of exhibitor badges should be included in the space cost based on stand size, assuming that exhibitors are entitled to a sufficient number of badges or a badge exchange procedure. The location and dates and hours of the exhibitor registration desk should be stated. If different badges only allow limited entry (e.g. to exhibition hall and not to meeting rooms), this should be specified. If separate work passes strictly for use by stand construction personnel are to be given out, the procedure for this should also be stated clearly in the prospectus. Surveillance/Security. The extent of responsibility and liability for each party regarding surveillance and security (congress organizer, venue and exhibitor) should be stated clearly in the prospectus. If the venue or congress organizer has arranged security, the extent of that security should be explained clearly. Regardless of security arrangements, it is always recommended that exhibitors take any valuable portable items out of their exhibits during off hours. If exhibitors desire additional security, procedures for arranging this should be made available to them. One area of particular concern and potential confusion is the admittance of delegates into the exhibit hall when the exhibits are not open. It is recommended that congress organizers do everything possible to prevent the need for delegates to enter or pass through the exhibition hall when exhibits are not open, as this forces exhibitors to staff their stands purely for security reasons. Catering. The extent to which exhibitors may (or may not) arrange food and drinks for their exhibits should be stated, as well as the procedures for making these arrangements. If a particular catering service is specified by the venue, the name, address and phone numbers of the service, along with the names of key personnel, should be given in the prospectus. Prices, items available, and services available (such as hostesses) should also be stated. Press Relations. If the congress has a press room, briefing room, or press office, rules regarding its use by exhibitors should be stated in the prospectus. If exhibitors are not allowed to display materials or hold press conferences or briefings in the congress' press room, then other arrangements should be made available to them which do not interfere with the exhibitor's right to free and open contact with the press, nor with the congress organizer's right to an orderly congress and exhibition. Cleaning. If the congress organizer has arranged cleaning services for the exhibition hall, the extent of these should be outlined in the prospectus. If further cleaning services are required, procedures for arranging this should be made available to exhibitors by the congress organizer. Smoking. Any prohibitions on smoking in the exhibition hall should be clearly stated in the prospectus. RULES AND REGULATIONSSelling in Exhibit Space. Exhibitors and congress organizers should become familiar with the laws of the host country regarding selling products and services and/or taking orders in the exhibit space. In some countries, it is prohibited. It is recommended that for each congress, the prohibition or acceptance of selling activity should be decided upon by the congress organizer in compliance with these laws, and the policy of the congress and the laws of the host country regarding this matter should be clearly stated in the prospectus. Exhibitor Demonstrations. Demonstrations by exhibitors should contribute to the delegates in a professional way. Demonstrations and adequate space for an audience should be available within the confines of the individual exhibitor's stand. No interference with normal traffic flow and infringement on neighboring exhibits should be permitted. Audio-Visual and Computer Equipment and Presentations. If closed sound systems cannot be arranged and/or open sound systems are permitted, restrictions or regulations should indicate that sound leakage should not interfere with any other exhibitor. Congress management should require compliance and reserve the right to take necessary corrective action. If rental equipment is available, the supplier(s) should be identified by name, address, telephone, fax, and e-mail numbers where available. Any restrictions on such rental also should be stated. Cleaning, floral/plant and other services supplier information and restrictions, if any, should be cited. Market Research Stands. Market research companies should ensure that their activities do not interfere with normal traffic flow, and they should not attempt to canvass delegates outside the boundaries of their assigned exhibit space. Prizes, Lotteries and Giveaways. The prohibition or acceptance of giving away prizes and/or holding lotteries or games at a given congress should be decided upon by the congress organizer in compliance with the laws of the host country. In some countries, these activities may be prohibited by law. The appropriate policies and laws should be stated in the prospectus. The congress manager should reserve the right to approve whatever giveaways may be allowed, within the framework of these laws, and should likewise reserve the right to prohibit lotteries if they are deemed not in keeping with the professional purpose of the exhibition. If a maximum or minimum monetary value is placed on giveaway or games, this should be stated in the prospectus. Other Stand Publicity. Any congress regulations regarding other stand publicity activities should be clearly spelled out in the prospectus. Examples include advertising of goods and services other than those approved for the exhibition, and areas where publicity materials may be distributed. Liability Insurance. Exhibitors should not be held responsible for any damage not caused by them or their agents. The following language is a suggested guideline for the balanced best interests of all concerned parties in the treatment of liability/insurance: "Each party involved in the exhibition - venue owner, congress organizer and exhibitor - agrees to be responsible for any claims arising out of their own negligence or that of their employees or agents. Each party agrees to be responsible for their own property through insurance or self-insurance and shall hold harmless each of the other parties for any and all damage caused by theft and those perils normally covered by a fire and extended coverage policy." If proof of the exhibitor's insurance is required by the congress organizer, the deadline for receipt of such proof should be stated in the prospectus. Stand Staff Conduct. All exhibits should be properly staffed at all times. Those leaving stands unstaffed for long periods of time, or those who vacate the stand prior to the official closing time, may be susceptible to penalties from the congress organizer. What those penalties are should be stated in the prospectus. The congress organizer should also reserve the right to remove or place penalties on any offensive promotions by exhibit personnel. The congress manager should send a letter detailing the nature of any violation to the home office of the exhibiting company. A pamphlet describing standard good exhibiting practices is available from HCEA Headquarters. Industry-Sponsored Hospitality Suites and Educational Symposia. Exhibitors and congress organizers should be familiar with the laws of the host country regarding industry-sponsored hospitality and educational symposia, as these may vary greatly from country to country. The prohibition of industry-sponsored events during official programs is acceptable. Discretion is advised, however, when extending the amount of "prohibited" time to protect "official" hospitality events or to shield supplemental programming that occurs prior to the official opening or after the official adjournment. If less than a majority of delegates can be expected to attend an official program held prior to congress opening, prohibition of industry-sponsored activity is an unnecessary deprivation for exhibitors wishing to engage in educational or promotional activity. Sanctions should not be taken in these instances against an exhibitor for promotional activities occurring before the official opening or after the official adjournment. Exhibitors who host hospitality suites should arrange for schedules so they will not conflict with the congress' scientific program or major social events. It is further recommended that non-exhibiting companies not be allowed to hold hospitality functions. Any formal presentations at hospitality events should not be symposial in nature, or the congress organizer may require that symposial rules be applied. Exhibitors who sponsor educational programs have special responsibilities.
Display of Investigational Products. Exhibitors should ensure that any depiction of an investigational product in a commercial exhibit remain within the limitations of the host country's governing regulation regarding display of investigational products. Emphasis should be placed on objective statements about the product, obtaining investigators, and similar scientific purposes. Grants and Donations. In instances where financial contributions by companies to a healthcare congress are allowed, these should not be for the purpose of influencing the choice of subject matter of speakers presented. Likewise, congress organizers should not solicit donations for this purpose. The Congress Program. Preliminary/Advance copies of the program should be sent to exhibitors 12 months or more in advance of the meeting if possible, preferably with the prospectus. Even a rough outline or incomplete program is useful to the exhibitor in selecting promotions to complement the meeting program. The final meeting program should contain a floor plan of the exhibition and a list of exhibitors by firm name and space number. A description of each exhibit should be published in the official congress program, bulletin, and/or the congress issue of the official journal (if appropriate). A set minimum number of programs should be available to the exhibitor, for example, based on each 3m x 3m of exhibit space. Program Advertising. It is recommended that solicitations for program advertising be restricted only to participating exhibitors. Registration. Whenever possible, it is suggested that registration stands be located outside the exhibit area, but near the main entrance to the exhibits. The registration area should be clearly marked on the floor plan so that the prospective exhibitor may make an accurate analysis of traffic flow and routes to meetings. Badges should be supplied to all registrants, and no one should be permitted access to the exhibit area without one. Badges should clearly identify and distinguish (preferably by badge color) professional delegates, lay guests and students. Badges for government employees also should indicate the individual's department or agency affiliation. At hospital meetings, hospital affiliation should be placed on the badge. Exhibitors should be identified by the individual's name and company affiliation. Color or number coding of badges offers a simple means of ready identification. Where appropriate and if possible, the delegate's specialty should be indicated to permit the exhibitor to give a presentation of his/her products which is most relevant to the delegate's practice. Some congresses may schedule time during their meetings when admission to exhibits and general sessions is limited to professional registrants only. While this practice reduces the total number of persons, these closed sessions may offer an opportunity for more effective contact and offer professional registrants more direct and efficient access to information. Admission of Guests. Admission of guests should be regulated by identification and sponsorship. Proper application should be required from an exhibitor who invites a number of his distributors or representatives to visit the display area. A limit should be stated as to how many guests each exhibitor is allowed per stand. Congress management should take every precaution to exclude the general public from the exhibit area. Photography. Photographs of the exhibits should not be allowed, except by or with the permission of the relevant exhibitor, though the congress organizer may reserve the right to photograph exhibits. If photography services for this purpose are available through the congress organizer, this should be stated in the prospectus. Electronic/"Smart" Cards. The use of electronic or "smart" cards to assist determination of which delegates visit a stand is encouraged since this facilitates lead tracking. The use of such cards and related relevant information (e.g., any exhibitor equipment or costs required) should be specified. Hazardous Waste. Hazardous waste is any material being stored, recycled or thrown away that could cause injury or death, or pollute air, land or water. Exhibitors who generate material fitting any of these criteria in the course of their meeting activities should:
Congress organizers should advise exhibitors in advance of any charges and procedures applicable to hazardous wastes. ENFORCEMENT OF RULES AND REGULATIONSRules and regulations for exhibits bring order and fairness to the medium. Without enforceability, however, they are of little value. Exhibitors should be deterred from violating regulations through contractually predefined, nonfinancial sanctions. However, it is recommended that both the regulations and the sanctions be established by the congress organizer in consultation with a representative committee of exhibitors. Equitable management of the exhibitions should be the primary intent behind regulations. A suggested system of violation sanctions follows:
These examples are merely guidelines. If a congress organizer believes stronger sanctions are required, it is suggested that this be considered only in consultation with a representative committee of exhibitors. Any final decision regarding sanctions should be made by the congress organizer in consultation with the exhibitor committee. Full disclosure of these sanctions should be referenced in the Rules and Regulations of the prospectus and included with confirmation of space assignment to ensure awareness and compliance. Any rules, regulation or violation sanction must be in conformity with existing laws of the host country. SUGGESTIONS CONCERNING THE PROSPECTUSThe prospectus or a general announcement of place and date of the meeting should be mailed to prospective exhibitors as early as possible. An advance notice should be sent, giving the date on which exhibitors may expect to receive the prospectus. ADDITIONAL COMMENTSA duplicate copy of the standard instruction form, floor plan and space contracts should be mailed to all exhibitors at least 120 days prior to the date of the meeting. A form for advance registration of exhibit attendants should be provided to avoid delay and confusion at the congress. When applicable, hotel reservation forms should be sent in sufficient time for exhibit personnel to secure adequate accommodations. The congress organizer and the congress' Board of Directors should use every vehicle available to them to remind delegates that the revenues from exhibitors significantly reduce the cost of the program, and the educational contribution of the exhibits enhances the value of the congress. A congress' exhibits should benefit all participants: delegates, the congress organizer, and exhibitors. As a congress organizer determines charges in conjunction with the exhibit program, it is important to ensure that equitable value is maintained for all concerned. Charges or cost increases that impact inequitably on the exhibit activity, without a corresponding increase in value, can have long-term negative results for all parties involved. Every congress organizer that relies on exhibits to support its congress should maintain an open communication channel with its exhibitors. One desirable method is the Exhibitors Advisory Council, or EAC. The EAC should consist of about six knowledgeable exhibit managers selected on the basis of experience, fair representation of product categories, and interest. These exhibitor representatives should meet at least once a year with the congress organizer to discuss the exhibit portion of the meeting and if possible an on-site meeting to review the exhibition should occur. An open exhibitor forum, questionnaire or other means of obtaining exhibitor feedback can also be helpful. Any congress organizer interested in organizing an EAC should contact HCEA. GUIDELINES FOR EXHIBITORSThere are also many guidelines which the exhibit manager at a healthcare company can follow to ease frustrations that affect everyone involved in the exhibition. These Guidelines are suggestions that HCEA recommends for exhibitors.
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