OIAD Survey Data Collection and Related Services

The Securities and Exchange Commission awarded a Master IDIQ for survey data collection and related services to support the Office of Investor Advocate, with ordering authority that closed on August 28, 2021; this vehicle is no longer active and no new task orders may be placed.

The vehicle was established in August 2016 with a shared ceiling of $6.5 million. The SEC placed two task orders under the IDIQ, both supporting the POSITIER (Policy-Oriented Stakeholder and Investor Testing for Innovative and Effective Regulation) initiative. The first task order, awarded to the National Opinion Research Center in September 2016 for OIAD support services, carried a ceiling of $5.2 million and obligated $4.5 million (Ultimate Completion Date May 19, 2023). The second, awarded to The Rand Corporation in November 2017 focusing on fiduciary duty standards, carried a ceiling of $4.5 million and obligated $1.4 million (Ultimate Completion Date July 31, 2025). Both orders used Time and Materials pricing with no set-aside designation. Combined potential value across the two task orders reached $9.7 million, with $5.9 million obligated (61% utilization).

Activity was concentrated in the vehicle's first two years (one order in 2016, one in 2017). No additional orders were issued after late 2017. The IDIQ's ordering period closed in August 2021, terminating any opportunity for new task orders. The two primes split the work evenly by order count, with National Opinion Research Center holding slightly larger potential value ($5.2 million versus $4.5 million). The SEC was the sole customer. Work focused on survey design, stakeholder and investor research, and regulatory analysis supporting investor protection policy.

This vehicle is closed to new business. Pursuit is not viable.

The SEC's Office of Investor Advocate (OIAD) has awarded a Master IDIQ for Survey Data Collection and Related Services.