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Significant Contract Modifications ($10M+) — May 16, 2026

Significant Contract Modifications ($10M+)

By Gunpowder Editorial ·

4 total filings analysed

Executive Summary

Four civilian contracts totaling $1,379,719,154 in obligations were awarded between 2021 and 2026 with zero defense-related activity. The Department of State ($544.7M) and Department of Veterans Affairs ($502.4M) dominate by value, followed by Treasury ($316.2M) and DHS Coast Guard ($16.4M).

The highest-conviction signal is the bullish $316.2M firm-fixed-price delivery order to Lancer Information Solutions for Salesforce IT services supporting Treasury Departmental Offices. Key risk or watch item is the $0 outlayed to date on the two largest awards to BL Harbert International and Oracle Health Government Services despite full obligation.

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Tracking the trend? Catch up on the prior Significant Contract Modifications ($10M+) digest from May 15, 2026.

Investment Signals (1)

  • Lancer Information Solutions $316M Treasury Salesforce delivery order (HIGH)

    Lancer Information Solutions, LLC received a $316,242,190 firm-fixed-price delivery order (base + options $502.3M) from Treasury Departmental Offices under NAICS 541519 for Salesforce IT services, with $231.9M already outlayed and performance through April 2028.

Risk Flags (1)

  • Execution [MEDIUM RISK]

    Zero outlays recorded to date on the $544.7M BL Harbert International Department of State contract and the $502.4M Oracle Health EHRM firm-fixed-price delivery order despite full obligation.

Opportunities (1)

  • Lancer Information Solutions $316.2M obligation (base + options $502.3M) demonstrates continued Treasury demand for Salesforce application services under full and open competition after exclusion of sources.

Sector Themes (1)

  • Two of the four contracts (Oracle $502.4M EHRM licenses and Lancer $316.2M Salesforce services) are civilian IT awards under NAICS 541512/541519 with total obligations exceeding $818M and performance extending to 2027-2028.

Watch List (2)

  • 👁

    {"entity"=>"Oracle Health Government Services, Inc.", "reason"=>"$502.4M VA EHRM firm-fixed-price delivery order with $0 outlayed and end date 2027-05-16", "trigger"=>"outlay updates or modifications to 2027-05-16 end date"}

  • 👁

    {"entity"=>"BL Harbert International LLC", "reason"=>"$544.7M Department of State NEC Kinshasa contract with $0 outlayed and 68 subawards totaling $27.6M", "trigger"=>"outlay activity and economic price adjustment impacts"}

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