Executive Summary
Two HHS contracts totaling $58,031,943 in obligations were awarded in the period, with zero defense-related awards, so this digest is entirely civilian and centers on the Department of Health and Human Services.
The dominant theme is IT services delivery at two agencies: the CDC awarded Deloitte Consulting LLP a $30,324,217 Time and Materials delivery order ('NCEZID IT SERVICES 3.0'), and NIH's National Cancer Institute awarded Information Management Services, Inc. a $27,707,726 cost-plus-fixed-fee delivery order under the NITAAC CIO-SP3 Small Business IDIQ. Both awards are classified neutral (average signal strength 3.5/10) because neither recipient's public revenue exposure is disclosed, and the data provides no HHS/NIH budget trend. The highest-conviction observation is that the Deloitte order has roughly 54% of its $55,806,063 base-plus-options value obligated, implying future option exercises as a durable revenue path, while Information Management Services has about one-third of its $84,401,912 ceiling obligated. The key watch item is option exercise and outlay pace, since only $14,177,877 of Deloitte's obligation and $13,510,172 of Information Management Services' obligation had been outlayed to date.
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Tracking the trend? Catch up on the prior All HHS Contracts digest from October 15, 2026.
Investment Signals (4)
- Deloitte Consulting LLP: $30.3M CDC IT Services Delivery Order with ~$25.5M Unexercised Ceiling (MEDIUM)▲
The CDC's NCEZID IT SERVICES 3.0 Time and Materials order has $30,324,217 obligated against a $55,806,063 base-plus-options value, with the current end date at 2027-09-20 and potential end at 2029-09-20. Exercise of options would move obligation toward the full ceiling, but only $14,177,877 has been outlayed so far.
- Deloitte Consulting LLP: Low Outlay-to-Obligation Ratio on CDC Order (LOW)▲
Only $14,177,877 of the $30,324,217 obligation (about 47%) has been outlayed, which may indicate slower burn on the Time and Materials schedule than the obligation implies. Verifying outlay pace is needed before reading the order as a steady revenue stream.
- Information Management Services, Inc.: $27.7M NCI Delivery Order with $57M+ Unobligated Potential (MEDIUM)▲
NIH's National Cancer Institute obligated $27,707,726 under the NITAAC CIO-SP3 Small Business IDIQ, with a base-plus-options value of $84,401,912 and a current end at 2027-06-20 (potential end 2029-12-20). Option exercises on the remaining potential value would extend the revenue stream.
- Information Management Services, Inc.: Small Business Eligibility Mismatch on Set-Aside Vehicle (LOW)▲
The recipient is recorded as not designated a small business and the order carries Set-Aside: None, yet the parent vehicle is the CIO-SP3 Small Business IDIQ. The data does not explain how this eligibility intersection applies, which creates a protest or compliance question on future task orders.
Risk Flags (3)
- Execution [MEDIUM RISK]▼
Deloitte's CDC Time and Materials order shows only about 47% of obligation outlayed, and T&M contracts carry ceiling and burn-rate uncertainty that can shift the revenue timeline.
- Regulatory [MEDIUM RISK]▼
Information Management Services' small-business designation conflicts with the Small Business IDIQ parent, which could draw protest or eligibility scrutiny on future task orders under the $84,401,912 ceiling.
- Budget [LOW RISK]▼
The data contains no HHS or NIH appropriations trend, so the durability of civilian IT services spending across both awards cannot be confirmed from these two records.
Opportunities (3)
- ◆
Deloitte's CDC NCEZID IT Services 3.0 order has roughly $25.5M of unexercised base-plus-options value, providing expansion room within an existing CDC relationship.
- ◆
Information Management Services' NCI order carries about $57M of unobligated potential value under the CIO-SP3 vehicle, which would grow the company's NIH book if options are exercised.
- ◆
The CIO-SP3 Small Business IDIQ vehicle hosts Information Management Services' order, indicating that small-business-vehicle task orders at NIH remain an active award channel.
Sector Themes (2)
- ◆
Both awards are IT services delivery orders at HHS components (CDC and NIH NCI), with NAICS 541512 and PSC codes indicating professional and application development labor. Together they represent $58,031,943 in obligations with no defense-related awards in the period.
- ◆
Both orders have substantial unexercised ceilings (Deloitte roughly $25.5M, Information Management Services roughly $57M), so reported revenue will depend on government option decisions rather than the obligated amounts alone.
Watch List (3)
- 👁
{"entity" => "Deloitte Consulting LLP", "reason" => "$30,324,217 CDC T&M order with about 47% outlayed and roughly $25.5M of unexercised ceiling; revenue depends on option exercise and burn pace.", "trigger" => "Option exercise or ceiling modification before the 2027-09-20 current end date"}
- 👁
{"entity" => "Information Management Services, Inc.", "reason" => "$27,707,726 NCI cost-plus-fixed-fee order with about one-third of $84,401,912 ceiling obligated and an unresolved small-business eligibility question on the CIO-SP3 vehicle.", "trigger" => "Option exercise or GAO protest activity on CIO-SP3 orders before the 2027-06-20 current end date"}
- 👁
{"entity" => "HHS professional services sector", "reason" => "Both awards are civilian IT services with no appropriations trend in the data, so sector direction cannot be confirmed from this period alone.", "trigger" => "FY2027 HHS appropriations resolution and any Continuing Resolution affecting CDC or NIH"}
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