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VA Healthcare & Services Contracts — March 20, 2026

VA Healthcare & Services Contracts

By Gunpowder Editorial ·

2 total filings analysed

Executive Summary

VA Healthcare & Services contracts total $226.6M obligated across IT systems design and mental health outreach, both bullish signals with combined potential value of $426.7M via unexercised options. Cognosante MVH shows strong execution ($99M outlayed) while JR Reingold awaits initial funding ($0 outlayed), highlighting execution divergence.

Firm fixed price terms and long durations (to 2027-2028) amplify execution risks but offer multi-year revenue visibility for winners.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Tracking the trend? Catch up on the prior VA Healthcare & Services Contracts digest from March 19, 2026.

Investment Signals (1)

  • VA Prioritizes IT and Mental Health Services (HIGH)

    $226.6M obligated in competitive awards (full open + small biz set-aside) to IT application support and suicide prevention outreach, with $99M already outlayed on larger contract.

Risk Flags (1)

  • Execution [HIGH RISK]

    Firm fixed price terms on both contracts expose contractors to cost overruns over 4-5 year periods; Cognosante faces subaward dependency ($179M across 14 subs), JR Reingold shows $0 outlay signaling potential delays.

Opportunities (2)

  • Unexercised options total $187M ($67M Cognosante + $133M JR Reingold), plus 1-year extensions to 2027-2028.

  • Small business set-aside success for JR Reingold positions it for follow-on VA mental health work.

Sector Themes (2)

  • Large IT business application support award under full competition underscores demand for systems design (NAICS 541512).

  • Small biz set-aside for custom programming-enabled services (NAICS 541511/PSC R799) targets suicide prevention.

Watch List (3)

  • 👁

    {"entity"=>"Cognosante MVH LLC / Novetta Solutions", "reason"=>"$147M obligation with $99M outlayed but high subaward reliance ($179M)", "trigger"=>"option exercise to $214M or subaward delays"}

  • 👁

    {"entity"=>"J.R. Reingold & Associates", "reason"=>"$79M obligation at $0 outlay under small biz set-aside", "trigger"=>"initial funding release or extension to 2028"}

  • 👁

    {"entity"=>"VA Technology Acquisition Center / SAC Frederick", "reason"=>"Issuers of both awards favoring firm fixed price for IT/health services", "trigger"=>"follow-on RFPs or budget allocation changes"}

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