Executive Summary
Deloitte Consulting LLP secured a $108.5M NIH NLM IT services contract (potential $138.2M with options), with $83.3M already outlayed, signaling reliable revenue through 2027. Remaining $25.3M obligation and $29.7M options offer near-term upside amid steady federal health IT spending. Firm-fixed pricing and subaward reliance introduce execution risks, warranting close monitoring of outlays and option exercises.
Tracking the trend? Catch up on the prior All HHS Contracts digest from January 23, 2026.
Investment Signals(1)
- Major NIH IT Contract with High Outlays(HIGH)▲
Deloitte's $108.5M delivery order (up to $138.2M) has $83.3M outlayed, ensuring ongoing revenue from computer systems design services through 2027.
Risk Flags(1)
- Execution[MEDIUM RISK]▼
Firm-fixed price exposes Deloitte to cost overruns; long performance period to 2027 heightens funding/execution risks; 36 subawards ($23.9M) create delivery dependencies.
Opportunities(1)
- ◆
$29.7M unobligated options and $25.3M remaining obligation provide clear upside in health IT services.
Sector Themes(1)
- ◆
Large-scale, competed IT contract underscores NIH's commitment to computer systems design (NAICS 541512) with full funding and subawards.
Watch List(2)
- 👁
{"entity"=>"Deloitte Consulting LLP", "reason"=>"Dominates this $108.5M HHS IT award; tracks revenue visibility via outlays/options.", "trigger"=>"Outlays stalling below $25.3M remainder or option non-exercise"}
- 👁
{"entity"=>"NIH NLM IT Spending", "reason"=>"Single large contract highlights concentration; monitor for follow-ons.", "trigger"=>"New awards >$50M in NAICS 541512"}
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