Mega Contracts Monitor ($100M+) — May 02, 2026

DOE Idaho Operations Office awarded $900M firm-fixed-price delivery order to ORANO FEDERAL SERVICES LLC for domestic low-enriched uranium capacity establishment, spanning 7 years to 2033-04-30 with full obligation and no outlays yet.

USDA Office of the Chief Financial Officer fully obligated and outlayed $294,589,912 firm-fixed-price delivery order to CARAHSOFT TECHNOLOGY CORP for enterprise-wide Salesforce software and support, completed 5-year term ending 2025-06-19.

GSA Federal Acquisition Service awarded $244,471,424 firm-fixed-price contract to BANK OF NEW YORK MELLON for mortgage-backed securities issuance and bond administration, with $189M outlayed toward potential $871M base + options to 2030-12-31.

HHS Office of Assistant Secretary for Preparedness and Response obligated $269,952,453 to nonprofit GLOBAL HEALTH INVESTMENT CORPORATION under BARDA Ventures OTA, with $242M outlayed toward 2031-06-01 end and potential 2041 extension.

High pricing risk on ORANO FEDERAL SERVICES LLC's $900M firm-fixed-price DOE contract due to LEU capacity ramp-up uncertainty over 7 years.

CARAHSOFT TECHNOLOGY CORP's $294.6M USDA contract ended 2025-06-19 with full outlays; no evident follow-on signals execution continuity risk.

BANK OF NEW YORK MELLON's $244M GSA obligation has $55M remaining vs. $189M outlayed, with uncertainty on exercising options to $871M.

GLOBAL HEALTH INVESTMENT CORPORATION's nonprofit status and OTA structure limit equity upside despite $28M remaining obligation on $270M HHS award.

ORANO FEDERAL SERVICES LLC's 7-year $900M DOE LEU contract establishes long-term domestic uranium production capacity.

CARAHSOFT TECHNOLOGY CORP's completed $294.6M USDA Salesforce execution positions for follow-on IT support awards.

BANK OF NEW YORK MELLON's GSA contract options could expand from $244M obligation to $871M base + options.

DOE Idaho Operations Office's $900M award to ORANO FEDERAL SERVICES LLC signals commitment to domestic LEU production under NAICS 325180.

Fully executed $294.6M Salesforce delivery order to CARAHSOFT TECHNOLOGY CORP underscores agriculture IT modernization via PSC 7030.

$270M BARDA Ventures OTA to GLOBAL HEALTH INVESTMENT CORPORATION with 90% outlays supports basic health research to 2031.

$244M obligation to BANK OF NEW YORK MELLON for Ginnie Mae securities administration with steady $189M outlays.

{"entity"=>"ORANO FEDERAL SERVICES LLC", "reason"=>"$900M DOE LEU contract with zero outlays; 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 contract fully outlayed ending 2025-06-19.", "trigger"=>"Follow-on award announcements"}

{"entity"=>"GLOBAL HEALTH INVESTMENT CORPORATION", "reason"=>"$270M HHS award with $28M remaining obligation to 2031-06-01.", "trigger"=>"Final outlays; potential extension to 2041-06-01"}

{"entity"=>"BANK OF NEW YORK MELLON", "reason"=>"$244M GSA obligation with $55M remaining and options to $871M.", "trigger"=>"Option exercise; progress to 2026-06-30 end"}