Contract Deobligations Alert — October 14, 2026

Deloitte's Department of Education MSIX development and maintenance award shows $17,791,094 outlayed against $20,023,153 obligated, indicating strong execution. Base-plus-options value of $24,910,688 implies roughly $4.9M of potential upside if options are exercised.

MESSER LLC's NASA Stennis delivery order has $19,235,655 obligated (about 52% of the $36,898,350 base-plus-options value) and $15,373,474 outlayed under a firm fixed price structure, a low-volatility recurring supply stream through 2029.

Siller Helicopters' Forest Service fire-suppression delivery order has $9,799,385 outlayed, and performance runs to 2029-12-31, so option exercises and additional fire-season orders are the catalyst to monitor.

Client First's VA legacy systems task order shows about 65% outlayed with roughly $5.7M remaining through 2027-09-01 and a narrow $41,801 gap to base-plus-options, leaving little unexercised upside.

Skillsoft's GSA FAS delivery order reports $0 outlayed with a current end date of 2026-10-30, and the recipient is foreign-owned and not set-aside protected, so the award carries execution and competitive-exposure risk despite ~$4.2M of unexercised option value.

Pacific Coast Producers' USDA AMS canned fruit award is a single short-duration purchase ending 2026-10-31 with no recorded outlays, so it is not a recurring revenue stream and its listed parent status is unclear.

EVOKE's USDA RED MAPLE delivery order carries a $24,161,533 base-plus-options ceiling but only $17,107,076 obligated, and its stated 2025-02-28 end date is already past at the data date, so option exercise is unlikely.

Nearly all VA construction awards (Bridger National, TL Services, RHI, Sergents Mechanical, FDCD II, Project Management Solutions) report $0 outlayed, so revenue recognition cannot be confirmed; this may reflect a data lag or stalled mobilization.

Several awards have end dates in late 2026 (Deloitte Education 2026-12-14, Skillsoft 2026-10-30, Pacific Coast 2026-10-31, GSA CLEAR LINCS 2026-08-31), exposing them to continuing-resolution timing and recompete uncertainty for FY2027.

Foreign ownership of Skillsoft and MESSER limits set-aside eligibility and may face scrutiny in future federal competitions.

Eight of the nine VA awards are small-business or SDVOSB set-asides to privately held firms, meaning limited public-market exposure despite high dollar volume.

VA facility expansion and renovation pipeline including Bridger National ($21.2M), TL Services ($21.2M), RHI ($19.9M), and Sergents Mechanical ($17.9M) signals continued capital investment in VA healthcare infrastructure.

Deloitte's MSIX contract is a candidate for follow-on work given strong execution, though it was awarded under full and open competition.

SDVOSB set-aside pattern across VA awards favors eligible small contractors such as CLIENT FIRST TECHNOLOGIES (HUBZone and SDVOSB certified), which may win follow-on task orders.

Eight VA awards totaling roughly $150M in obligations cover hospital expansion, roof/HVAC replacement, and renovation, all SDVOSB or small-business set-asides.

GSA awards to MATOS-GRUNLEY ($21.3M), SHALOM BARANES ($21.1M), and CLEAR LINCS ($15.5M) reflect federal building renovation and design activity in Rockville, Washington DC, and Region 8.

Deloitte (Education MSIX), Client First (VA legacy systems), and Skillsoft (AF eLearning) show recurring civilian demand for IT support and training services.

{"entity" => "Deloitte Consulting LLP", "reason" => "$17,791,094 outlayed on $20,023,153 obligated MSIX contract with current end date 2026-12-14", "trigger" => "Option exercise or recompete solicitation before 2026-12-14"}

{"entity" => "MESSER LLC / MESSER INDUSTRIE GMBH", "reason" => "$19,235,655 obligated against $36,898,350 base-plus-options NASA liquid nitrogen order", "trigger" => "Option exercise and additional KSC delivery orders"}

{"entity" => "Siller Helicopters, LLC", "reason" => "$9,799,385 outlayed on $15,410,278 Forest Service fire-suppression order through 2029", "trigger" => "Fire-season task orders and option exercises"}

{"entity" => "CLIENT FIRST TECHNOLOGIES, INC", "reason" => "$5.7M remaining balance on $16,267,923 VA legacy systems order ending 2027-09-01", "trigger" => "Follow-on T4NG task orders"}

{"entity" => "SKILLSOFT (US) LLC", "reason" => "$0 outlayed on $16,145,870 AF eLearning award ending 2026-10-30", "trigger" => "Recompete or follow-on solicitation ahead of 2026-10-30"}