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

Palantir's $31,552,195 obligated firm fixed price delivery order (base + options $385,395,088) from VA Technology Acquisition Center for National Center for Veterans Analysis and Statistics Platform signals durable SaaS revenue through potential 2030-09-29, despite low $4.6M outlay to date.

General Dynamics Information Technology's $38,325,660 obligated time & materials delivery order (potential $325.7M) from DOI for HHS Indian Health Service PATH EHR system starting May 2026 underscores healthcare IT growth, with full open competition win.

Universal Protection Service LP's $31,420,749 firm fixed price delivery order (base + options $198,246,950) from DHS for Illinois Protective Security Officer services through 2030-11-30 highlights security services expansion via full open competition.

Over 30 contracts like SOFTRAMS $39.8M CMS fixed-price IT (high risk flagged) and MLU $31.9M FEMA logistics (high risk) expose small businesses to execution squeezes, with 50%+ showing partial outlays.

Booz Allen's $16.3M GSA IT engineering (potential $29.4M), $21.6M FEMA exercise support (potential $33.6M), and $14.5M DOE cyber (potential $27.5M) indicate consulting momentum in civilian IT/security.

High fixed-price risk in 35+ contracts (e.g., Guardian Premier $48.1M GSA defense-related, Palantir $31.6M VA), with average strength 4.1/10 and many small businesses like SOFTRAMS $39.8M CMS flagged for performance squeezes.

40% of awards ($450M+) show $0 outlays (e.g., M.C. Dean $44.8M GSA facilities, Universal $31.4M DHS), signaling funding delays in future-start contracts like GD IT $38.3M DOI May 2026.

DHS dominates with $278M across 12 awards (e.g., MLU $31.9M FEMA, Monkton $27.5M FEMA IT), vulnerable to agency budget shifts or disaster funding variability.

Palantir $385M VA SaaS options through 2030-09-29 and GD IT $325M DOI EHR potential post-May 2026 offer multi-year IT upside.

Set-aside wins for small/disadvantaged firms like Monkton $27.5M FEMA IT (SDVOSB, potential $49.4M) and Valiant $24.9M EPA IT (HUBZone, potential $98.9M) signal policy-driven expansion.

Ardent Group $28.4M ICE pharmacy management sole-source (not competed) through 2026-06-24 provides urgent-need durability.

HHS/CMS awards like SOFTRAMS $39.8M custom programming, RELI Group $18.7M Medicare oversight, and Noblis $14.1M project management total $120M+, emphasizing EHR/SaaS/business apps (NAICS 541511/541512).

DHS/GSA contracts like Universal $31.4M PSO, M.C. Dean $44.8M DC buildings, and MLU $31.9M FEMA logistics total $200M+, with fixed-price facilities (NAICS 561210) dominating.

{"entity"=>"Palantir Technologies Inc. (PLTR)", "reason"=>"$31.6M VA obligation with $385M potential but low $4.6M outlay flags spending pace.", "trigger"=>"Option exercises by 2026-09-29 current end"}

{"entity"=>"General Dynamics Corp. (GD)", "reason"=>"Dual $38.3M DOI EHR and $37.4M State consular wins total $75.7M obligated, $441M potential.", "trigger"=>"Outlays post-May 2026 DOI start; State options to 2034-02-28"}

{"entity"=>"Booz Allen Hamilton Inc. (BAH)", "reason"=>"Three awards totaling $52.4M (GSA $16.3M, FEMA $21.6M, DOE $14.5M) with $0-$16M outlays.", "trigger"=>"Option exercises across 2026 ends (e.g., GSA 2026-05-22)"}

{"entity"=>"DHS/FEMA", "reason"=>"$278M across 12 awards vulnerable to disaster funding variability (e.g., MLU DR-4611-LA).", "trigger"=>"FY2026 CR resolution; option exercises (e.g., Monkton 2029-09-29)"}