Contract Deobligations Alert — May 02, 2026

DOE Idaho Operations Office awarded $900M firm-fixed price delivery order to ORANO FEDERAL SERVICES LLC for 7-year domestic low-enriched uranium capacity establishment, fully obligated with $0 outlayed to date under full and open competition.

USDA Office of the Chief Financial Officer awarded $294,589,912 firm-fixed price delivery order to CARAHSOFT TECHNOLOGY CORP, fully obligated and outlayed over 5 years ending June 2025 for enterprise-wide Salesforce software and support.

GSA Federal Acquisition Service awarded $244,471,424 firm-fixed price contract to BANK OF NEW YORK MELLON for mortgage-backed securities issuance, with $189M outlayed to date and potential $871M base + options through 2030.

HHS ASPR awarded $269,952,453 firm-fixed price contract to nonprofit GLOBAL HEALTH INVESTMENT CORPORATION under BARDA Ventures OTA, with $241.9M (90%) outlayed over 10+ year period to 2031 or potentially 2041.

DHS Coast Guard sole-source $9,401,259 cost-plus-fixed-fee contract to LOCKHEED MARTIN CORPORATION for 5-year C4ISR integration lab services, $0 outlayed to date with $1.15M options.

High pricing risk on firm-fixed price structures for ORANO FEDERAL SERVICES LLC ($900M DOE), CARAHSOFT TECHNOLOGY CORP ($294.6M USDA), GLOBAL HEALTH INVESTMENT CORPORATION ($270M HHS), and BANK OF NEW YORK MELLON ($244M GSA), with uneven outlays (e.g., $0 for ORANO).

$0 outlays to date on ORANO FEDERAL SERVICES LLC $900M DOE award and LOCKHEED MARTIN $9.4M DHS contract signal delayed execution amid civilian budget cycles.

ORANO FEDERAL SERVICES LLC's 7-year $900M DOE LEU production contract offers medium-term revenue ramp-up (~$129M/year est.) tied to domestic nuclear capacity priorities.

CARAHSOFT TECHNOLOGY CORP's fully executed $294.6M USDA Salesforce order ends June 2025, positioning for follow-on IT software awards.

BANK OF NEW YORK MELLON's $244M GSA obligation with $871M potential base + options through 2030 signals multi-year financial services expansion.

DOE Idaho Operations Office's $900M firm-fixed price award to ORANO FEDERAL SERVICES LLC for LEU production underscores commitment to domestic supply chain over 7 years.

USDA's $294.6M Salesforce deal with CARAHSOFT TECHNOLOGY CORP (fully outlayed) and DHS Coast Guard's $9.4M C4ISR lab services to LOCKHEED MARTIN highlight ongoing IT modernization.

{"entity"=>"ORANO FEDERAL SERVICES LLC", "reason"=>"$900M DOE LEU contract with $0 outlayed and high materiality (9/10); ramp-up uncertainty over 7 years.", "trigger"=>"initial outlays post-2026-05-01 start, LEU capacity milestones"}

{"entity"=>"CARAHSOFT TECHNOLOGY CORP", "reason"=>"$294.6M USDA Salesforce fully outlayed, ending 2025-06-19 with high bullish strength (8/10).", "trigger"=>"follow-on award post-2025-06-19"}

{"entity"=>"BANK OF NEW YORK MELLON (BK)", "reason"=>"$244M GSA obligation with $189M outlayed and $871M potential to 2030.", "trigger"=>"option exercise, progress to full $244M obligation"}

{"entity"=>"LOCKHEED MARTIN CORPORATION (LMT)", "reason"=>"$9.4M DHS sole-source with $0 outlayed and low materiality (2/10).", "trigger"=>"funds outlay progress, $1.15M option exercise by 2027"}