Significant Contract Modifications ($10M+) — May 02, 2026

DOE Idaho Operations Office awarded $900M firm-fixed-price delivery order to ORANO for domestic low-enriched uranium capacity establishment, spanning 7 years to 2033 with full obligation and $0 outlayed to date under full/open competition.

USDA Office of Chief Financial Officer fully obligated and outlayed $294.6M firm-fixed-price order to Carahsoft for enterprise-wide Salesforce software/support, completing 5-year performance to June 2025.

GSA awarded $244M firm-fixed-price contract (base+options to $871M) to Bank of New York Mellon for mortgage-backed securities issuance/administration, with $189M outlayed to date through potential 2030.

HHS/ASPR awarded $270M firm-fixed-price OTA to nonprofit GLOBAL HEALTH INVESTMENT CORPORATION for health preparedness R&D, with $242M (90%) outlayed over 10+ year period to potential 2041.

DHS Coast Guard sole-sourced $9.4M cost-plus-fixed-fee contract (options to $10.6M) to Lockheed Martin for C4ISR integration/test lab services through 2027, with $0 outlayed to date.

High pricing risk on firm-fixed-price structures for ORANO FEDERAL SERVICES LLC ($900M DOE), Carahsoft ($295M USDA), and GLOBAL HEALTH ($270M HHS), with potential non-uniform ramp-up for ORANO's LEU capacity.

$0 outlayed to date on ORANO $900M DOE and Lockheed Martin $9.4M DHS contracts signals delayed funding execution amid civilian budget cycles.

Carahsoft Technology Corp's USDA Salesforce contract ends June 2025, positioning for follow-on awards in agriculture IT modernization.

Bank of New York Mellon's GSA contract has $871M base+options potential to 2030, with $627M unexercised beyond current $244M obligation.

GLOBAL HEALTH INVESTMENT CORPORATION's HHS BARDA OTA has potential extension to 2041-06-01 beyond current 2031 end, with $28M remaining obligation.

DOE's $900M award to ORANO FEDERAL SERVICES LLC establishes domestic LEU production capacity through 2033, signaling policy-driven commitment to strategic nuclear materials.

USDA's fully executed $295M Carahsoft Salesforce order and DHS $9.4M Lockheed C4ISR lab services highlight enterprise software and data center investments.

HHS/BARDA's $270M OTA to GLOBAL HEALTH INVESTMENT CORPORATION, 90% outlayed with 20-year potential, underscores sustained nonprofit funding for basic health R&D.

{"entity"=>"ORANO FEDERAL SERVICES LLC", "reason"=>"$900M DOE LEU contract with $0 outlayed and 7-year ramp-up for capacity establishment", "trigger"=>"initial outlays post-2026-05-01; performance milestones to 2033-04-30"}

{"entity"=>"Carahsoft Technology Corp", "reason"=>"$295M USDA Salesforce fully outlayed nearing 2025 end", "trigger"=>"performance end date 2025-06-19 for follow-on awards"}

{"entity"=>"Bank of New York Mellon", "reason"=>"$244M GSA obligation with $189M outlayed and $871M options potential", "trigger"=>"option exercise; current end 2026-06-30 to potential 2030-12-31"}

{"entity"=>"GLOBAL HEALTH INVESTMENT CORPORATION", "reason"=>"$270M HHS with $28M remaining and long-term extension potential", "trigger"=>"outlay progress; 2031-06-01 current end or 2041 extension"}

{"entity"=>"Lockheed Martin Corporation", "reason"=>"$9.4M DHS with $0 outlayed and sole-source structure", "trigger"=>"funds outlay; $1.15M option exercise by 2027-05-03"}