Executive Summary
DOE obligated $161,458,635 across three civilian contracts (0/3 defense-related) to Johnson Controls Government Systems, LLC ($75,739,124), Silver Lake Construction LLC ($45,624,446), and Booz Allen Hamilton Inc. ($40,095,065), focusing on Oak Ridge National Laboratory ESPC, NETL computational facility construction, and HQ cyber support. The dominant agency theme is DOE lab infrastructure and operations sustainment via long-term engineering/construction and cyber services.
Highest-conviction signal is neutral long-term revenue potential from Johnson Controls' 25-year $250.9M ceiling ESPC, but undermined by $0 outlays to date. Key risk is high fixed-price execution exposure on the top two awards totaling $121.4M. Watch outlay progression, especially on Johnson Controls' $75.7M obligation.
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Tracking the trend? Catch up on the prior All DOE Contracts digest from April 16, 2026.
Investment Signals (3)
- Booz Allen Hamilton $40.1M DOE CYSOC BPA call with $30.9M outlayed (MEDIUM)▲
Booz Allen Hamilton Inc. has $30,859,782 outlayed on its $40,095,065 time-and-materials BPA call for non-IT cyber support at DOE Headquarters, indicating strong execution midway through the 2019-2026 period despite $17.9M subawards.
- Johnson Controls Government Systems $75.7M ESPC with $0 outlayed (HIGH)▲
The largest award to Johnson Controls Government Systems, LLC for Oak Ridge ESPC shows $75,739,124 obligated but $0 outlayed since 2008, signaling delayed spending on this firm-fixed-price delivery order through 2033.
- Silver Lake Construction $45.6M 8(a) set-aside with $17.3M outlayed (LOW)▲
Silver Lake Construction LLC has $17,328,753 outlayed on its $45,624,446 sole-source 8(a) firm-fixed-price contract for NETL's Computational Science facility, providing near-term revenue through 2027.
Risk Flags (2)
- Execution [HIGH RISK]▼
High fixed-price risk on Johnson Controls Government Systems, LLC's $75.7M ESPC and Silver Lake Construction LLC's $45.6M NETL construction, both lacking cost-plus flexibility amid DOE lab performance demands.
- Budget [MEDIUM RISK]▼
$0 outlayed on Booz Allen Hamilton Inc.'s $40.1M BPA call incremental funding despite $30.9M prior execution, plus $17.9M subawards reducing prime capture on DOE cyber support.
Opportunities (2)
- ◆
Johnson Controls Government Systems, LLC's ESPC base + options ceiling of $250,977,298 through 2033 offers multi-year revenue upside if options exercised at Oak Ridge National Laboratory.
- ◆
Silver Lake Construction LLC's 8(a)/HUBZone sole-source $45.6M award under SBA #QR1701437364V signals policy-driven small business construction opportunities at DOE NETL.
Sector Themes (2)
- ◆
Johnson Controls Government Systems, LLC's $75.7M ESPC at Oak Ridge and Silver Lake Construction LLC's $45.6M NETL facility build highlight DOE investment in engineering/construction for energy labs, with firm-fixed-price structures.
- ◆
Booz Allen Hamilton Inc.'s $40.1M BPA call with $30.9M outlayed sustains non-IT CYSOC at DOE HQ through 2026 under full competition.
Watch List (3)
- 👁
{"entity"=>"Johnson Controls Government Systems, LLC (JCI)", "reason"=>"$75.7M ESPC obligated but $0 outlayed; $250.9M ceiling potential", "trigger"=>"outlay initiation or option exercises toward 2033-02-28"}
- 👁
{"entity"=>"Silver Lake Construction LLC", "reason"=>"$45.6M 8(a) construction with $17.3M outlayed pacing", "trigger"=>"outlay beyond $17.3M or 2027-04-30 performance completion"}
- 👁
{"entity"=>"Booz Allen Hamilton Inc. (BAH)", "reason"=>"$40.1M BPA call with $30.9M outlayed and $17.9M subawards", "trigger"=>"incremental funding notifications or subaward changes"}
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