Executive Summary
The single VA Healthcare & Services contract analyzed totals $133,910,899 in obligations, entirely civilian with zero defense-related activity. V3GATE, LLC, a Service Disabled Veteran Owned Small Business, secured this firm fixed price delivery order from the Department of Veterans Affairs' Technology Acquisition Center NJ for VMware software support, maintenance, professional services, and licenses, spanning 2021-10-01 to 2026-09-30. The dominant agency and sector theme is VA IT/telecom (PSC DA10, NAICS 541519) under SDVOSB set-aside, with $81,673,721 (61%) already outlayed toward a base + all options value of $137.0M. The highest-conviction signal is neutral (4/10 strength), signaling a significant but execution-risky revenue stream estimated at $26.8M annually for V3GATE. A key risk is high pricing exposure from the firm fixed price structure. Investors should watch outlay progress beyond $81.7M, option exercises toward $137M, and performance completion by 2026-09-30.
Tracking the trend? Catch up on the prior VA Healthcare & Services Contracts digest from May 06, 2026.
Investment Signals (2)
- V3GATE, LLC Secures $133.9M VA VMware IT Services Delivery Order (MEDIUM)▲
SDVOSB set-aside award provides V3GATE with a stable 5-year revenue stream (~$26.8M annually), with $81.7M (61%) already outlayed under full and open competition after exclusions.
- High Firm Fixed Price Risks on V3GATE's $133.9M VA Contract (HIGH)▲
Firm fixed price structure exposes V3GATE to elevated pricing risks on the $133.9M obligation (base + options $137M), with performance required through 2026-09-30.
Risk Flags (1)
- Execution [HIGH RISK]▼
High pricing risk on V3GATE, LLC's firm fixed price $133.9M delivery order from Department of Veterans Affairs Technology Acquisition Center NJ for VMware IT services.
Opportunities (2)
- ◆
V3GATE, LLC leverages SDVOSB designation to capture $133.9M VA VMware support contract under set-aside competition.
- ◆
VA Technology Acquisition Center NJ's $133.9M obligation signals demand for SDVOSB IT services in healthcare/telecom.
Sector Themes (1)
- ◆
V3GATE, LLC's $133.9M firm fixed price order (PSC DA10) for VMware software licenses, support, and services underscores VA's priority on set-aside IT maintenance, with $81.7M outlayed to date.
Watch List (2)
- 👁
{"entity"=>"V3GATE, LLC", "reason"=>"$133.9M VA contract represents major revenue (~$26.8M annual est.) but with high FFP pricing risk and $55.2M remaining obligation post-$81.7M outlay.", "trigger"=>"outlay progress beyond $81.7M; option exercise toward $137M; performance completion 2026-09-30"}
- 👁
{"entity"=>"Department of Veterans Affairs IT Services", "reason"=>"Single $133.9M SDVOSB set-aside award highlights VA Technology Acquisition Center NJ's VMware focus (PSC DA10).", "trigger"=>"re-compete announcement post-2026; follow-on task orders under similar vehicles"}
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