Significant Contract Modifications ($10M+) — March 08, 2026

Two awards totaling $2.37B obligated ($3.42B with options) to Savannah River Mission Completion LLC for liquid waste and tank closure through 2031, with $1.97B already outlayed.

$1.44B SAIC defense R&D through 2025 and $1.28B Oracle VA EHRM hosting through 2026 offer multi-year backlogs for gov IT/services.

Amgen's $774M HHS/BARDA award (up to $917M) for thrombocytopenia treatment through 2032, with $712M outlayed, bolsters pipeline stability.

Low/negative outlays in 3/6 contracts ($0 in Oracle/GardaWorld, -$175K in SAIC) signal potential delays despite high obligations.

Firm-fixed price structures in 3 contracts (Oracle, Amgen, GardaWorld) expose to cost overruns over 8-10 year terms.

Long durations to 2031-2032 (4/6 contracts) vulnerable to federal budget shifts or mission changes.

$5.3B+ in unobligated options across contracts, including $5B+ at Savannah River site alone.

Full/open competition wins position non-small firms for repeat DOE/HHS/DHS awards in remediation and R&D.

DOE's $2.37B+ to Savannah River Mission Completion underscores multi-billion commitment to liquid waste/tank closure at key site.

Awards to SAIC/Oracle/Amgen total $3.5B+ through 2026-2032 highlight federal prioritization of defense R&D and health infrastructure.

{"entity"=>"Savannah River Mission Completion LLC", "reason"=>"Dominates period with $2.37B (38% of total); $762M+$5.3B options represent massive upside.", "trigger"=>"Option exercises or new task orders"}

{"entity"=>"SAIC", "reason"=>"Largest non-DOE award ($1.44B); negative outlay and 2025 end date signal near-term catalysts.", "trigger"=>"Outlay positive turn or follow-on award"}

{"entity"=>"GardaWorld Federal Services LLC", "reason"=>"$313M DHS detention facility build starting 2026 with $391M options to 2029.", "trigger"=>"2026 performance start and option exercises"}