General Federal Contracts — May 07, 2026

Palantir awarded $86,271,599 firm fixed price BPA call from DHS ICE for Case Management and Analytics Platform modernization, with 1-year performance starting May 2026 under full and open competition.

BWXT Nuclear Operations Group awarded non-competed $79,811,931 firm fixed price delivery order (potential $116M) from DOE NNSA for 3.6 MT HALEU processing through 2028, with $55.9M already outlayed.

HUBZone small business Lynker awarded $98,883,639 time and materials delivery order (potential $136M) from Commerce/NOAA for NCEP support through 2027, with $62.3M outlayed via full and open competition.

Small business Venterra awarded $83,737,440 firm fixed price delivery order (potential $101M) set aside for small businesses from HHS CMS for QualityNet services through 2027, with $58.8M outlayed.

Booz Allen received $112,687,934 time and materials delivery order (potential $144M) from GSA for Army PM TN SETA services at Aberdeen Proving Ground through potential 2025.

Veterans Evaluation Services' $106M firm fixed price VA delivery order for Region 4 MDES is nearly complete ($94M outlayed) but carries high pricing risk post-2021 end, with $11.8M remaining.

High fixed-price risk prevalent in 12 contracts including VES $106M VA, GEO Group $51M DHS detention, and Olsson $68M DOI transformers, with potential cost overruns on long-term performance (e.g., Olsson to 2034).

Future-dated awards like Palantir $86M DHS (2026 start) and Olsson $68M DOI (2026-2034) vulnerable to FY2026 CR uncertainty, with $0 outlays amplifying funding delays.

Set-aside reliance in small business awards like ABSS $113M GSA 8(a), Venterra $83M HHS small business, and Serrato $48M DOL HUBZone limits competitive moats and exposes to re-compete losses.

BWXT Nuclear Operations' $79M DOE HALEU processing offers $36.8M option upside to $116M ceiling through 2028, signaling nuclear fuel expansion.

Venterra LLC's $83M CMS IT delivery order has $17.9M options to $101M and potential extension to 2028, bolstering healthcare data infrastructure.

Booz Allen Hamilton's $112M GSA Army SETA has $31.8M options to $144M, extending to potential 2025-06-30 for engineering support.

HHS/CMS (Venterra $83M, Flexion $49M), DHS/ICE (Palantir $86M), and DOE (Accenture $55M) drive IT/SaaS delivery orders totaling ~$273M, with strong outlay execution (e.g., Venterra $58M outlayed).

BWXT $79M non-competed HALEU processing for NNSA highlights specialized inorganic chemical manufacturing, with $55M outlayed over 5 years.

GSA biomedical R&D (ABSS $113M at AFB), VA exams (VES $106M), and CMS data (Venterra $83M) total ~$302M, mostly executed ($106M+$94M+$58M outlayed).

{"entity"=>"Palantir Technologies Inc.", "reason"=>"$86M DHS ICE BPA call with $0 outlayed and 2026-05-05 start vulnerable to delays.", "trigger"=>"outlay progress post-2026-05-05 performance start"}

{"entity"=>"BWXT Nuclear Operations Group Inc.", "reason"=>"$79M DOE obligation with $23.8M remaining and $36.8M options to $116M.", "trigger"=>"option exercises toward 2028-08-23 end date"}

{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"$112M GSA Army SETA with minimal -$852 outlay despite 2020 award.", "trigger"=>"outlay ramp and $31.8M option exercise by 2024-12-31"}

{"entity"=>"Venterra LLC", "reason"=>"$83M CMS IT with $58M outlayed and $17M options to $101M ceiling.", "trigger"=>"option exercises toward 2027-04-30 or 2028-04-30 extension"}