Federal IT & Cybersecurity Contracts — April 23, 2026

DELL FEDERAL SYSTEMS L.P. was awarded a $1,590,136,261 obligation from Department of Veterans Affairs on 2022-03-29, the highest materiality award here and a strong indicator of VA's IT spending priorities.

$244,961,186 total obligation delivery order (base + options $255M) under full and open competition for NAICS 541512, with 46% ($112.8M) already outlayed since 2015.

$53,246,425 cost-plus-fixed-fee definitive contract (base + options $54.8M) from NOAA through 2026-04-29, with $22M outlayed providing multi-year revenue visibility.

$40,095,065 Time & Materials BPA call (base + options $43.8M) with $30.9M outlayed and $17.9M subawards, indicating ongoing cyber demand but net revenue dilution.

Booz Allen Hamilton's DOE $40M contract features $17.9M subawards (45% of obligation) and $30.9M already outlayed on Time & Materials structure, risking net prime revenue erosion.

MicroHealth LLC's $36M VA delivery order is SDVOSB set-aside, limiting competition to qualified small businesses and not signaling broad market strength.

Experian’s $44M HHS firm-fixed-price contract has high pricing risk with only $32M outlayed toward $47M base + options through 2026-05-31.

DELL FEDERAL SYSTEMS L.P.'s $1.59B VA award and MicroHealth's $36M VA order (potential $155M options) highlight VA IT expansion in systems design.

Booz Allen Hamilton's dual awards ($245M Interior + $40M DOE) in NAICS 541512/541511 position it for follow-on cyber/IT work.

MicroHealth LLC's SDVOSB set-aside $36M VA order with $155M ceiling offers upside if options exercised.

Four contracts (Dell $1.59B VA, Booz Allen $245M Interior, L3Harris $53M Commerce, MicroHealth $36M VA) under NAICS 541512 total ~$1.92B, emphasizing multi-year systems design for VA, Interior, and Commerce.

Booz Allen's $40M DOE CYSOC BPA call (PSC D310) and L3Harris NOAA IT/telecom (PSC DE10) underscore steady cyber demand with partial outlays.

{"entity"=>"DELL FEDERAL SYSTEMS L.P.", "reason"=>"$1.59B VA obligation requires monitoring for execution details absent in data.", "trigger"=>"Outlay notifications post-2022-03-29 award"}

{"entity"=>"Booz Allen Hamilton Inc.", "reason"=>"Dual awards totaling $285M with $112.8M + $30.9M outlayed; subawards dilute DOE net revenue.", "trigger"=>"Interior post-2021-05-26 modifications; DOE incremental funding"}

{"entity"=>"MicroHealth LLC", "reason"=>"$36M obligation vs. $155M ceiling on SDVOSB set-aside.", "trigger"=>"2027-04-24 end-date options exercise"}

{"entity"=>"L3Harris Technologies, Inc.", "reason"=>"$53M NOAA obligation with $22M outlayed through 2026-04-29.", "trigger"=>"Options exercise status"}