Contract Option Exercises — May 08, 2026

Palantir Technologies Inc. secured $31,552,195 obligated (base + options $385,395,088) firm-fixed-price delivery order from VA Technology Acquisition Center for National Center for Veterans Analysis and Statistics Platform, running to potential 2030-09-29 with only $4.6M outlayed.

General Dynamics Information Technology (GD subsidiary) awarded $38,325,660 delivery order (potential $325.7M) time-and-materials from Interior for PATH EHR system supporting HHS Indian Health Service, starting May 2026 to 2028-11-08.

Universal Protection Service LP won $31,420,749 firm-fixed-price DHS delivery order (base + options $198.2M) for Protective Security Officer services in Illinois through 2030-11-30, $0 outlayed to date.

Monkton Inc. (small disadvantaged business) received $27,514,636 firm-fixed-price FEMA delivery order (potential $49.4M) for Individual Assistance Modernization IT from 2025-09-30 to 2029-09-29.

Booz Allen Hamilton Inc. secured three awards: $21.6M DHS FEMA exercises (#23), $16.3M GSA T6/C130 support (#33), $14.5M DOE cyber (#45), with potentials up to $90.5M aggregate through 2026-2027.

M.C. Dean Inc.'s $44,802,028 firm-fixed-price BPA call (potential $87.6M) for DC federal buildings maintenance has $0 outlayed since 2023-03-01 start, signaling funding delays.

High firm-fixed-price risk on top awards like Guardian Premier $48.1M (98% outlayed but high pricing risk), SOFTRAMS $39.8M CMS IT (high risk for small HUBZone firm), and Palantir $31.6M VA (high risk despite bullish signal).

20+ contracts with $0 outlays including M.C. Dean $44.8M GSA, Universal Protection $31.4M DHS, Ardent Group $28.4M ICE, signaling CR vulnerability for FY2026 awards like Monkton FEMA starting 2025-09-30.

Sole-source/not competed awards like Ardent Group $28.4M DHS ICE pharmacy (no competition) vulnerable to protests despite urgency.

Palantir VA $385M ceiling via options post-2026-09-29, General Dynamics $325M+ potentials on EHR/consular IT.

DHS CISA/FEMA IT like Sev1Tech $51.2M CEEOSS ceiling, Monkton $49.4M Individual Assistance Modernization.

Small business set-asides like SOFTRAMS $91.6M CMS IT (HUBZone), ThunderCat $68.7M NIH Cisco.

DHS leads with 10+ awards totaling ~$250M+ obligated (e.g., Universal Protection $31.4M PSO, Monkton $27.5M FEMA IT, MLU $31.9M FEMA logistics), emphasizing security guards (NAICS 561612) and IT (PSC DA01).

HHS/CMS awards like SOFTRAMS $39.8M custom programming, RELI Group $18.7M Medicare Drug Negotiation, General Dynamics $38.3M EHR sustainment signal rising IT demand (NAICS 541511/512).

GSA/HHS/DOT facilities wins like M.C. Dean $44.8M DC buildings, Guardian Premier $48.1M AFB support (NAICS 561210), with high outlays on some (e.g., $48.1M 100% committed).

{"entity"=>"Palantir Technologies (PLTR)", "reason"=>"$31.6M VA obligated with $385M potential but only $4.6M outlayed signals option dependency.", "trigger"=>"Option exercise decisions by 2026-09-29"}

{"entity"=>"General Dynamics (GD)", "reason"=>"Dual $75.7M IT wins (Interior $38.3M, State $37.4M) with $0 outlays and large ceilings ($441M total).", "trigger"=>"Outlays post-May 2026 start; options to 2028/2034"}

{"entity"=>"Booz Allen Hamilton (BAH)", "reason"=>"Three contracts $52.4M aggregate (DHS/FEMA, GSA, DOE) with mixed outlays ($16.4M on FEMA).", "trigger"=>"GSA options by 2026-05-22; DOE incremental funding 2026-09-27"}

{"entity"=>"DHS Agencies (FEMA, ICE, CISA)", "reason"=>"~15 awards $300M+ across security/IT, many $0 outlayed like Universal $31.4M.", "trigger"=>"FY2026 CR resolution Oct-Dec 2026"}