High-Value Federal Grants ($5M+) — October 14, 2026

Deloitte's $20,023,153 Department of Education MSIX firm-fixed-price contract has $17,791,094 outlayed against a $24,910,688 base-plus-options value, and its current end date is December 14, 2026. The gap between obligation and base-plus-options value indicates pending option exercise or recompete activity.

Shalom Baranes Associates, a non-small-business Subchapter S firm, received the largest-materiality design task order in the stream for core-and-shell work, but no outlays are yet recorded against the obligation. Follow-on Phase 3 award potential is the key upside item.

Messer LLC, a subsidiary of MESSER INDUSTRIE GMBH, holds a firm-fixed-price NASA Stennis supply order with $15,373,474 outlayed (about 80% of obligation) and a base-plus-options ceiling of $36,898,350 running to 2029-06-30. This is a recurring industrial-gas supply stream with low pricing risk.

Bridger National Construction ($21,190,712), TL Services ($21,153,679), RHI LLC ($19,892,991), and Sergents Mechanical Systems ($17,886,621) all report $0 outlayed at the time of data, so realization of nearly $80M in VA construction obligations cannot be confirmed.

Skillsoft's $16,145,870 GSA FAS delivery order for Air Force LMS support ends 2026-10-30, and the record shows $0 outlaid, with roughly $4.2M of base-plus-options value unobligated. Recipient is foreign-owned and not set-aside protected, which increases competitive exposure at recompete.

Evoke Research's $17,107,076 USDA order carries a performance end date of 2025-02-28, which precedes the October 2026 snapshot, while roughly $7.05M of option value remains unexercised. Status of option exercise or extension should be confirmed before attributing future revenue.

Most VA and GSA construction awards in this stream report $0 outlays, so near-term revenue recognition for Bridger, TL Services, RHI, Sergents, FDCD II, and Shalom Baranes cannot be verified from the record.

Continuing Resolution exposure applies to awards with Q1 FY2027 activity; the Department of Education and GSA awards are most sensitive given the fiscal year transition in the data window.

Skillsoft's foreign-owned status and lack of set-aside protection, combined with its October 30, 2026 end date, exposes the AF LMS work to recompete by domestic small businesses.

Seven of 16 awards sit with VA and small-business set-asides, concentrating the stream in protected small-business recipients that are largely privately held and unidentifiable as public equity exposure.

Shalom Baranes Associates' 1800 F Street design task order positions the firm for a Phase 3 or follow-on delivery order on the same GSA PBS project.

Messer LLC's NASA Stennis liquid nitrogen order has $17.7M of base-plus-options value not yet obligated, offering upside through additional delivery orders and option exercise.

Repeated VA service-disabled veteran-owned set-aside wins (Bridger, TL Services, RHI, Sergents, FDCD II, Project Management Solutions) indicate a sustained pipeline for SDVOSB contractors in VA facility work.

Deloitte Consulting's MSIX contract and its $8,607,006 in subawards indicate continued civilian IT support demand at the Department of Education.

Seven VA awards totaling roughly $132M in obligations show sustained capital spending on hospital expansion, roof and HVAC replacement, outpatient clinics, and EHRM infrastructure across multiple regions.

GSA PBS awards for the Rockville NRC renovation ($21,292,000), 1800 F Street design ($21,146,621), and Region 8 administrative support ($15,457,368) show ongoing federal building portfolio activity.

Deloitte's MSIX, Client First's legacy applications support, Skillsoft's AF LMS, and Evoke's USDA IT strategy work show steady civilian IT services demand, though contract ends cluster in late 2026 to 2027.

{"entity" => "Deloitte Consulting LLP", "reason" => "MSIX contract has $17.8M outlayed of $20.0M obligated and a $24.9M base-plus-options ceiling, with subawards of $8.6M to 10 subcontractors.", "trigger" => "MSIX option exercise or recompete solicitation before December 14, 2026 end date"}

{"entity" => "Shalom Baranes Associates, P.C.", "reason" => "Largest-materiality design award in the stream ($21.1M) with $0 outlayed and potential Phase 3 follow-on.", "trigger" => "Quarterly outlay reporting and any GSA 1800 F Street follow-on delivery order"}

{"entity" => "Messer LLC / MESSER INDUSTRIE GMBH", "reason" => "Stable NASA liquid nitrogen supply with $15.4M of $19.2M obligated and $36.9M ceiling through 2029.", "trigger" => "NASA Stennis option exercise and additional delivery orders under the KSC base contract"}

{"entity" => "SKILLSOFT (US) LLC", "reason" => "Foreign-owned AF LMS contract ending October 30, 2026 with $0 reported outlays and no set-aside protection.", "trigger" => "GSA FAS recompete announcement or extension before 2026-10-30"}

{"entity" => "Department of Veterans Affairs (construction sector)", "reason" => "Seven VA awards collectively exceed $130M with mostly $0 outlays, the key uncertainty for sector revenue timing.", "trigger" => "Quarterly VA obligation and outlay reporting; FY2027 Continuing Resolution outcome"}