OIAD Survey Data Collection and Related Services

The Securities and Exchange Commission's Office of Investor Advocate (OIAD) Master Indefinite Delivery/Indefinite Quantity (IDIQ) contract for Survey Data Collection and Related Services provides a flexible procurement mechanism for complex research and stakeholder engagement activities. The vehicle enables the SEC to rapidly acquire specialized survey research, policy analysis, and data collection services through pre-qualified contractors. Based on the available task orders, the contract appears designed to support sophisticated policy research initiatives, particularly those involving investor protection, regulatory effectiveness, and stakeholder testing.

The most prominent task orders under this IDIQ demonstrate a focus on policy-oriented research, with The RAND Corporation emerging as a key prime contractor. The initial task orders have been time and materials contracts ranging from approximately $4.5 million to $5.1 million, with performance periods typically spanning 3-4 years. The first notable task order, awarded to RAND Corporation, involved stakeholder and investor testing on innovative regulatory approaches, specifically examining fiduciary duty standards. RAND has utilized subcontractors like Ipsos Public Affairs, LLC and the University of Southern California to expand research capabilities. Neither task order utilized small business set-aside provisions, suggesting these are complex research requirements targeting large, experienced research organizations. The contracts are primarily funded through the Office of Investor Advocate and focus on survey data collection, stakeholder engagement, and policy research support.