General Federal Contracts — May 08, 2026

Palantir's $31,552,195 obligated delivery order (base + options $385,395,088) from VA Technology Acquisition Center for National Center for Veterans Analysis SaaS runs to 2030-09-29, with only $4.6M outlayed signaling early-stage upside if options exercised.

GD Information Technology's $38,325,660 delivery order (base + options $325,731,553) from DOI for PATH EHR sustainment supporting HHS IHS starts May 2026 to 2028-11-08, offering multi-year healthcare IT revenue despite $0 outlayed.

Universal Protection's $31,420,749 DHS delivery order (base + options $198,246,950) for Illinois Protective Security Officers runs 2025-12-01 to 2030-11-30 via full competition, signaling long-term DHS security spend despite $0 outlayed.

MC Dean's $44,802,028 GSA BPA call (ceiling $87.6M) for DC federal buildings maintenance has $0 outlayed since 2023-03-01 despite firm-fixed-price structure, exposing execution risk through 2027-02-28.

Booz Allen secured $21.6M DHS FEMA, $16.3M GSA, $14.5M DOE cyber, $11.6M DOJ awards (total obligation ~$64M), with strong outlays (e.g., $16.4M on $21.6M DHS) signaling diversified civilian consulting momentum.

Solventum Health's sole-source $12,047,442 VA renewal (base + options $78M) for CRS+ medical coding software, with $12M nearly fully outlayed, supports 3M's health IT via extensions to 2030.

High firm-fixed-price risk on top awards like Guardian Premier $48.1M GSA (nearly fully outlayed but high pricing risk), Softrams $39.8M HHS (high risk for small HUBZone firm), and MLU $31.9M DHS FEMA.

Future starts with $0 outlayed vulnerable to CR: GD IT $38.3M DOI (May 2026), Universal $31.4M DHS (Dec 2025), Impres $17.8M Commerce (May 2026).

Sole-source awards like Ardent Group $28.4M DHS ICE pharmacy (not competed) and Solventum $12M VA (sole-source renewal) protest-vulnerable despite urgency.

Palantir $385M VA options through 2030-09-29; GD IT $287M remaining DOI/State options to 2028/2034.

Monkton $21.9M remaining FEMA IT modernization options to $49.4M by 2029-09-29; Valiant $74M EPA IT options to 2029-09-10.

Ardent Group $28.4M DHS ICE pharmacy sole-source through 2026-06-24 positions for follow-ons.

HHS/CMS leads with Softrams $39.8M custom programming, RELI $18.7M Medicare oversight, Noblis $14.1M project management; VA Palantir $31.6M SaaS, DOL Data Entry $22.4M support show steady IT commitments.

DHS awards $31.4M Universal Protection IL security to 2030, $27.5M Monkton FEMA IT to 2029, $24.1M Potawatomie training to 2029 signal multi-year homeland priorities despite set-asides.

GSA's MC Dean $44.8M DC buildings (to 2030 potential), Guardian $48.1M AFB support (near full outlay) underscore steady non-IT facilities work.

{"entity"=>"Palantir Technologies Inc. (PLTR)", "reason"=>"$31.6M VA obligation with $385M options; low $4.6M outlay flags spending pace.", "trigger"=>"option exercises post-2026-09-29"}

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"$75.7M aggregate DOI/State IT ($326M+$115M ceilings) future revenue.", "trigger"=>"outlays post-May 2026 DOI start; State options to 2027-08-31"}

{"entity"=>"Booz Allen Hamilton Inc. (BAH)", "reason"=>"~$64M multi-agency awards with strong outlays (e.g., $16.4M DHS).", "trigger"=>"GSA options by 2026-05-22; DOE funding increments"}

{"entity"=>"MC Dean Inc.", "reason"=>"$44.8M GSA $0 outlayed despite 2023 award.", "trigger"=>"initial outlays; options to $87.6M by 2027-02-28"}