Mega Contracts Monitor ($100M+) — May 22, 2026

The $296.8M GDIT GSA contract shows a negative outlayed amount of -$13,398, suggesting minimal or reversed disbursements relative to the obligation, which may indicate accounting adjustments, early-stage delays, or contract modification issues.

LMI Consulting's $172M firm-fixed-price delivery order for CBP border wall quality assurance has no options beyond the base period, limiting upside and exposing LMI to cost overruns if inspection scope expands or conditions change.

Carahsoft's $104.4M base (up to $277M ceiling) firm-fixed-price delivery order for USDA's Salesforce enterprise license agreement places cost overrun risk on Carahsoft if implementation or licensing costs exceed estimates.

GDIT's GSA contract has a negative outlayed amount (-$13,398) and a parent entity listed as WICO LIMITED, not General Dynamics Corporation, creating ambiguity about revenue recognition and contract status.

GOVCIO, LLC's $153.1M VA contract represents a significant single-award dependency, with $88.4M already outlayed and 73 subawards totaling $93.9M, indicating heavy subcontractor reliance.

LMI Consulting's border wall quality assurance contract is tied to DHS border security priorities, which could face budget reallocation or political shifts affecting future task orders.

Carahsoft's USDA Salesforce enterprise license agreement has a $277M ceiling, implying 2.65x expansion potential if all options are exercised through 2030, signaling strong SaaS adoption in civilian agencies.

GDIT's $296.8M GSA engineering services contract (with $419.6M potential value) could see follow-on task orders or recompetes as the June 2024 end date approaches, benefiting General Dynamics if execution issues are resolved.

Carahsoft's $104.4M USDA Salesforce ELA and GOVCIO's $153.1M VA portfolio sustainment contract demonstrate sustained civilian agency investment in cloud-based enterprise software and IT services, even amid budget uncertainty.

LMI Consulting's $172M CBP border wall quality assurance contract, awarded under full and open competition with no set-aside, indicates sustained DHS investment in border barrier construction and related support services.

{"entity"=>"General Dynamics Information Technology / General Dynamics Corporation", "reason"=>"Negative outlayed amount and parent entity ambiguity on $296.8M GSA contract", "trigger"=>"Contract modification or clarification filing; re-compete announcement near June 2024"}

{"entity"=>"CARAHSOFT TECHNOLOGY CORP", "reason"=>"Potential $277M ceiling expansion on USDA Salesforce ELA", "trigger"=>"Option exercise decisions by USDA by 2027"}

{"entity"=>"GOVCIO, LLC", "reason"=>"Single-award concentration on $153.1M VA contract ending March 2026", "trigger"=>"Contract extension or re-compete announcement; new contract wins for diversification"}

{"entity"=>"LMI CONSULTING, LLC", "reason"=>"Fixed-price border wall contract with no options; execution risk", "trigger"=>"DHS budget allocations for border security; contract modifications or extensions"}