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Vendor Selection

    Ancillary Trial Supplies and EquipmentSite Materials & Logistics

    What Are The Essential Strategies for Study Supply and Equipment Planning?

    by Dan McDonald July 29, 2025
    written by Dan McDonald

    Clinical trials are dynamic endeavors, filled with numerous intricate components that must work together seamlessly for success. One of the most complex aspects of this process is study supply and equipment planning, which encompasses the procurement, storage, warehousing, and global distribution of ancillary equipment and supplies. In fact, the efficiency of the supply chain plays a critical role in determining the operational success of each study site.

    To begin, effective discovery and planning are the foundations of successful clinical trial execution. The earlier you start this process, the better your chances of ensuring smooth operations. When planning for the supplies and equipment needed in clinical trials, it is important to consider many factors, and thorough and accurate discovery is essential.

    Choosing the right equipment and supplies may seem straightforward, but the stakes are extremely high. For instance, using infusion supplies that haven’t been tested for compatibility with a specific study drug can lead to problems. Similarly, a centrifuge that doesn’t meet the necessary specifications for lab sample processing or a refrigerator that fails to maintain required temperatures can jeopardize the integrity of your study. Invalid study outcomes and potential patient harm can result from these missteps.

    In this blog, we explore the vital points necessary to effectively plan and execute a clinical trial that relies on essential supplies and equipment. We uncover what it takes to navigate this complex landscape and ensure successful trial outcomes.

    Study Protocol

    When conducting clinical trials, having a well-defined study protocol is essential. At a minimum, you’ll need a protocol synopsis, but it’s advisable to provide the full protocol to the vendor responsible for procuring your supplies. Think of the protocol as your blueprint or roadmap—it clarifies your project’s objectives and, most importantly, outlines the use case for your study supply and equipment planning.

    Your vendor requires specific information, such as:

    • What tests and procedures will the supplies and equipment facilitate?
    • What occurs at each study visit, and what items will be required at those times?
    • How many patients are being randomized into the study? This detail is crucial, as it not only impacts the scale of the study but also affects the quantity of supplies needed.

    In some cases, protocols are very specific, detailing every piece of equipment required, including brand, model number, and specifications. This level of precision means you must supply all study sites with the same equipment. While some flexibility is possible with sponsor approval, straying from exact specifications may not be permitted, especially if compatibility testing has already taken place. Introducing alternative items without prior testing can introduce delays—something nobody wants in a clinical trial, as these can lead to increased costs and complications.

    Assessments and Supply Requirements

    An essential component of the protocol is the schedule of assessments, typically presented in a table format that breaks down the procedures occurring at each visit. This serves as the ultimate guide for required supplies and answers critical questions, including:

    • Will blood tests be conducted?
    • What about urine tests or oxygen level checks?
    • Will pregnancy tests be included?
    • Is weighing patients part of the process?
    • How about measuring body mass index or taking temperatures?
    • Are movement assessments, like walk tests, relevant?

    Based on these considerations, you can identify the various supplies needed for your trial. For instance, at least 17 key items might include:

    • Needles
    • Syringes
    • Tourniquets
    • Blood tubes
    • Shipping vials
    • Bandages
    • Alcohol/sanitizing wipes
    • Urine cups
    • Urine test strips
    • Pregnancy tests
    • Scale
    • Handheld fat caliper
    • Thermometer
    • Measuring tape
    • Cones
    • Stopwatch
    • Pulse oximeter

    To support these decisions, a reliable vendor partner can assist you in analyzing the protocol to determine the equipment and ancillary supplies necessary for your trial’s execution. Depending on the site, some might provide their own supplies and charge you for usage, while others may expect you to furnish everything. Conversely, some sponsors prefer uniformity across all study sites by supplying identical items.

    All of these considerations start with a solid protocol—your foundation for a successful clinical trial.

    Study location

    When engaged in study supply and equipment planning, one aspect that is often overlooked is the significance of the study location—specifically, the countries where the study sites will be situated. It’s not just a matter of convenience; the chosen locations can have a profound impact on the necessary clinical ancillary supplies and equipment. Therefore, selecting the right countries early in the planning process is critical, influencing many other elements as the study moves forward.

    How study location impacts logistics and compliance

    So, why is location so pivotal? The countries where your sites are located impact supply issues in the following four areas:

     1. Customs and Regulatory Compliance

    One of the most crucial factors to consider is customs and regulatory compliance. Different countries have various regulations concerning medical supplies and equipment, which can lead to challenges. Some items may even be prohibited, while others may only allow specific types or brands. Establishing a strong partnership with a reliable supplies vendor can help navigate this complex landscape. It’s essential to conduct thorough research to determine which items are permissible and available in your chosen countries to avoid the painful experience of dealing with customs issues.

    2.  Logistics Costs

    In recent years, logistics have become increasingly complex due to global events like Brexit, the COVID-19 pandemic, and regional conflicts. These complexities have heightened the costs and challenges associated with shipping supplies and equipment to study sites. Factors such as the size, weight, and value of your shipments, as well as their origins, play a critical role in determining logistics costs. To mitigate these expenses, consider regional procurement centers and distribution plans that minimize transportation distances.

    3.  Suppliers

    The geographic location of your study sites necessitates a diversified network of suppliers. Compliance and cost factors will necessitate collaboration with local manufacturers and distributors capable of delivering the necessary goods successfully. While this can simplify sourcing, sticking with large multinational companies with facilities across various regions is an option, but often, you’ll need to connect with entirely different suppliers who can meet your study specifications.

    4.  Study Timelines

    In clinical trials, time is of the essence. Various timelines and acronyms—like SIV, FPI, FPLV, and LPLV—appear frequently in study planning discussions. Multiple factors can influence these timelines, including background research, vendor outreach, budget approvals, and lead times for supplies. Delays can occur due to backorders, manufacturing issues, and broader environmental factors such as trade wars or customs problems. It is essential to consider all potential challenges when developing your study timeline.

    Choosing the right study location is crucial for the success of a clinical trial. Factors such as regulatory compliance, logistics costs, supplier networks, and project timelines all play a significant role in this decision-making process. The earlier you start planning and finalizing your locations, the better prepared you’ll be for a successful clinical trial.

    Study Supply and Equipment Planning: Study Details and Scope: Discovery

    As we covered above, there are many factors to consider during the study supply and equipment planning process. Here is a quick cheat sheet to help your teams get their ducks in a row before reaching out to your vendor for support.

    1. Gather study documents
    • Protocol
    • Lab manual
    • Pharmacy manual
    2. Outline all high-level study facts
    • Study name
    • Protocol number
    • Condition being studied
    • Phase of the study
    • Number of sites involved
    • Locations of sites
    • Number of patients
    • Key dates

    3. List of items your team has identified that sites will need
    • Include all the specifications that need to be met for each item.
    • Include any brands or model numbers that you have pre-qualified through compatibility testing or other needs.
    • Are alternative items acceptable? Sometimes the item you’ve specified isn’t available when or where you want it. Let your vendor know if you have flexibility and are open to recommendations.
    4. Logistics details

    An example would be whether you can act as an importer of record (IOR) for in-country responsibility of the goods sent to a particular country, or if you need help from the vendor. (Our ebook Ancillary Supplies and Equipment for Clinical Trials: A Project Management Approach defines and describes the role of the importer of record.)

    5. Storage and shipping requirements

    Be sure to detail any specific requirements, such as temperature controls.

    6. Customer-supplied goods

    Indicate which items you will provide to the vendor, either directly from your facility or through your partners.

    7. Kiting needs

    Specify any items that need to be kitted together.

    8. Equipment preferences

    Clarify whether you want to purchase or rent the equipment, and if you opt for renting, indicate how long your sites will require it.

    9. Budget considerations

    Outline your budget for this project. Similar to automobiles, the market for ancillary supplies offers a range of choices, from basic models to those equipped with all the extras.

    Final Reminder

    Remember, those who fail to plan are planning to fail. While it may be a cliché, it’s certainly true. Start early, secure a reliable supplies and equipment vendor partner, and be prepared for changes. Change is just as inevitable in clinical trials as death and taxes are in life.

    For more on this topic, download our ebook, “Ancillary Supplies and Equipment for Clinical Trials: Details, Decisions, and Making it All Work.” Download the ebook here.

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    July 29, 2025 0 comment
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  • Ancillary Trial Supplies and Equipment

    5 Reasons Clinical Trial Equipment Delays Cost More Than You Think

    by Frances Bentley June 24, 2025
    by Frances Bentley June 24, 2025

    In clinical trials, time is currency. Every missed day, milestone, or patient recruitment opportunity comes at a price, sometimes in the millions. While most sponsors focus on patient recruitment and data capture, the foundational role of timely equipment procurement is often overlooked. With clinical trial…

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  • Business InsightsLife-Science Events

    Outsourcing Clinical Trial Services: Reduce Risks & Maximize Rewards

    by Mike Lakey June 10, 2025
    by Mike Lakey June 10, 2025

    Is outsourcing clinical trial services a smart strategy or a risky gamble? The answer depends on how you approach it. This topic was particularly highlighted for me during the Outsourcing in Clinical Trials East Coast conference, which took place at the Valley Forge Casino Resort…

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  • Ancillary Trial Supplies and Equipment

    Navigating Research Ancillary Supplies and Equipment: What Are the Top Tips?

    by Ted Corrigan March 11, 2025
    by Ted Corrigan March 11, 2025

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  • Ancillary Trial Supplies and EquipmentBusiness InsightsClinical Trial Writing and DesignSite Materials & LogisticsTranslation of Study Materials

    How Can You Boost Clinical Trial Management Efficiency When Working with Vendors?

    by Dan McDonald February 26, 2025
    by Dan McDonald February 26, 2025

    Discover how to boost clinical trial management efficiency and minimize pain points for your next clinical study. The Complex Landscape of Clinical Studies The management hours required to oversee the many components of a clinical trial are substantial. Clinical operations teams typically concentrate on several…

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  • Ancillary Trial Supplies and EquipmentSite Materials & Logistics

    Picking an Ancillary Trial Supplies and Equipment Vendor: 5 Questions to Ask

    by Alejandro Serricchio July 9, 2024
    by Alejandro Serricchio July 9, 2024

    Ancillary trial supplies and equipment play an essential role in most clinical trials. Selecting, procuring, and shipping ancillary supplies and equipment is a specialty that sponsors and CRO companies may find best to outsource. However, outsourcing is not as simple as selecting a vendor and…

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  • Ancillary Trial Supplies and EquipmentSite Materials & Logistics

    7 Questions to Ask Your Ancillary Supplies Vendor

    by Hope Cullen June 26, 2017
    by Hope Cullen June 26, 2017

    It’s common for sponsors and CROs to work with vendors to acquire ancillary supplies and ship them to sites. From the outset, it is important to fully understand your vendor’s capabilities and range of services to make sure you can attain your goals. Asking the…

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  • Business InsightsSite Materials & LogisticsStudy Site Management

    Outsourcing Partnerships: Factors You Need to Consider

    by Ted Corrigan December 5, 2014
    by Ted Corrigan December 5, 2014

    There are few examples of truly innovative outsourcing partnerships in the life sciences. These partnerships bring together two or more companies in a structurally integrated manner to yield untapped efficiencies. The most innovative of partners completely rewrite the course of each business, for the better…

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  • Business Insights

    Lost Art of Face-to-Face Meetings

    by Melynda Geurts August 23, 2013
    by Melynda Geurts August 23, 2013

    Physiologically speaking, a mental picture is worth a thousand words. So, isn’t it interesting that we’ve taken a social society by nature and applied modern technology to make business practices more efficient? And yet, we are skeptical of individuals who choose not to post their…

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Imperial is a global leader in clinical trial solutions and support, specializing in study and site print materials, ancillary trial supplies and equipment, clinical trial translation management, and clinical trial patient engagement.

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