BLOG / 🇺🇸 United States · · daily

VA Healthcare & Services Contracts — October 17, 2026

VA Healthcare & Services Contracts

By Gunpowder Editorial ·

2 total filings analysed

Executive Summary

This digest covers two Department of Veterans Affairs awards totaling $67,587,736 in obligations, with zero defense-related contracts, so the entire stream is civilian.

The dominant theme is VA facility and IT spending, with BLUEWAY ONE JV LLC's $48,924,250 firm-fixed-price boiler replacement at the Albany VAMC (through 2028-02-23) accounting for roughly 72% of the total value and KING STREET TECHNOLOGY PARTNERS, LLC's $18,663,485 Enterprise Mobility Management delivery order (through 2027-05-01) making up the rest. The highest-conviction read is the durable, fixed-price nature of the BLUEWAY award and its small-business/SDVOSB set-aside structure, but neither recipient is established as publicly traded, so direct equity implications are unconfirmed. The key watch item is the unresolved discrepancy in the KING STREET award between its SDVOSB set-aside designation and its listed full-and-open competition type, alongside BLUEWAY's $0 outlayed to date.

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 October 10, 2026.

Investment Signals (3)

  • BLUEWAY ONE JV LLC $48.9M VA Boiler Replacement Shows $0 Outlayed to Date (MEDIUM)
    ▲

    The Albany VAMC boiler replacement award carries a $48,924,250 firm-fixed-price obligation with performance from 2024-09-30 to 2028-02-23, yet the data shows $0 outlayed. Without evidence of cash flow progression, revenue timing and execution pace cannot be verified.

  • KING STREET TECHNOLOGY PARTNERS, LLC Has Outlayed $12.1M of $18.7M VA Enterprise Mobility Award (MEDIUM)
    ▲

    About $12,075,781 (roughly 65%) of the $18,663,485 obligation has been outlayed under the VA Technology Acquisition Center NJ delivery order, indicating active execution ahead of the 2027-05-01 end date. The award is firm-fixed-price and reflects continued VA demand for enterprise software-as-a-service.

  • VA Awards Position Two Set-Aside Vehicles for Future Option and Modification Activity (LOW)
    ▲

    The $209,084 option value on the KING STREET delivery order and the Base-plus-Options structure of the BLUEWAY award both create near-term modification events that could shift reported values. Exercise or modification announcements would be the first observable catalysts for either contractor.

Risk Flags (3)

  • Competition [MEDIUM RISK]
    ▼

    The KING STREET delivery order is labeled a SERVICE DISABLED VETERAN OWNED SMALL BUSINESS SET-ASIDE but its competition type is listed as FULL AND OPEN COMPETITION, an inconsistency that could affect protest exposure and the validity of the set-aside basis.

  • Execution [MEDIUM RISK]
    ▼

    The BLUEWAY ONE JV LLC boiler replacement reports $0 outlayed against a $48.9M obligation, and the data does not provide a payment schedule, leaving construction-phase execution risk unverified.

  • Budget [LOW RISK]
    ▼

    Both awards are single data points, so the data cannot establish whether VA facility or IT budgets are expanding or contracting, limiting confidence in any sector-level trajectory.

Opportunities (2)

  • ◆

    BLUEWAY ONE JV LLC, a small service-disabled veteran-owned business, won a $48.9M total small business set-aside, indicating that VA facility work is structurally reserved for small and SDVOSB contractors.

  • ◆

    KING STREET TECHNOLOGY PARTNERS, LLC's $18.7M enterprise mobility delivery order signals continued VA demand for software-as-a-service and application development, which could support follow-on task orders.

Sector Themes (2)

  • ◆

    The $48.9M Albany VAMC boiler replacement, awarded as a total small business set-aside to an SDVOSB joint venture, shows VA capital facility work is channeled to small and veteran-owned contractors rather than large primes.

  • ◆

    The $18.7M Enterprise Mobility Management delivery order under NAICS 541519 and PSC DA10 indicates continued VA procurement of application software and related services through set-aside channels.

Watch List (2)

  • 👁

    {"entity" => "BLUEWAY ONE JV LLC", "reason" => "A $48.9M firm-fixed-price VA boiler replacement with $0 outlayed to date; the parent and JV partner ownership is not established in the data, so any public-equity link is unconfirmed.", "trigger" => "First reported outlay against the $48,924,250 obligation and any modification affecting the 2028-02-23 end date"}

  • 👁

    {"entity" => "KING STREET TECHNOLOGY PARTNERS, LLC", "reason" => "A $18,663,485 VA enterprise mobility delivery order with roughly 65% outlayed, carrying a set-aside versus competition-type inconsistency that needs verification.", "trigger" => "Option exercise decision on the $209,084 option value and resolution of the SDVOSB set-aside versus full-and-open competition discrepancy before the 2027-05-01 end date"}

Get daily alerts with 3 investment signals, 3 risk alerts, 2 opportunities and full AI analysis of all 2 filings

$30/mo after a 14-day free trial — no credit card required. See pricing or explore intelligence streams.

More from: VA Healthcare & Services Contracts

🇺🇸 More from United States

View all →