Contract Option Exercises — September 19, 2026

Motorola Solutions secured a firm-fixed-price delivery order from the Bureau of Prisons for an enterprise radio system in Washington, D.C., under the DHS TACCOM II MAC, with performance through September 2028. This competitive win (full and open) provides a clear two-year revenue stream of approximately $69.8 million annually.

Deloitte Consulting won a cost-plus award fee contract from GSA to support U.S. Indo-Pacific Command, with a total potential value of $467.3 million through 2030. The cost-plus structure reduces execution risk, and the geographic priority of INDOPACOM suggests stable demand and follow-on opportunities.

Deloitte's five-year TSA personnel/payroll contract has concluded, with only $431,281 outlaid against the total obligation, indicating the contract is fully performed. Investors should monitor for any new TSA/DHS HR services recompetes that could provide replacement revenue.

The delivery order is firm-fixed-price with no options, meaning Motorola bears cost risk if implementation exceeds estimates. Any delays in the two-year timeline (Sept 2026–Sept 2028) could pressure margins.

Deloitte's $147.7M TSA contract is completed, and the $106.4M GSA/INDOPACOM contract is active. However, neither is a direct DOD contract, and the TSA contract's end date limits current revenue contribution.

CPA Global's $137M USPTO contract ends February 2025 with no outlays recorded, and Deloitte's TSA contract ended March 2022. These are not active revenue streams, and recompetes may face budget pressure.

The $139.6M delivery order under the DHS TACCOM II MAC demonstrates Motorola's competitive standing. Additional task orders from DHS or DOJ under this vehicle could expand the revenue stream beyond the current two-year period.

With a $467.3M ceiling and only $106.4M obligated, Deloitte has significant headroom for option exercises through 2030, driven by the Indo-Pacific Command's strategic priority.

CPA Global's $137M contract is ending, but the USPTO's consistent need for professional support services (NAICS 541990) suggests a recompete opportunity. Watch for new awards in this space.

The DOJ/BOP's $139.6M investment in an enterprise radio system, awarded under a DHS MAC, highlights ongoing federal spending on secure communications infrastructure outside the DOD. This is a non-defense but mission-critical area.

Deloitte's $106.4M INDOPACOM contract under a GSA ceiling reflects the trend of using civilian procurement vehicles to support defense priorities, with cost-plus structures reducing contractor risk.

{"entity" => "Motorola Solutions", "reason" => "High-value DOJ/BOP radio system order with clear two-year revenue stream; potential for additional TACCOM II task orders.", "trigger" => "Quarterly earnings reports starting Q4 2026; any new TACCOM II MAC task order announcements"}

{"entity" => "Deloitte Consulting", "reason" => "Active INDOPACOM contract with large unexercised option value; also potential TSA recompete.", "trigger" => "GSA option exercise announcements; TSA/DHS HR services procurement updates"}

{"entity" => "CPA Global (LANDON IP)", "reason" => "USPTO contract ending; recompete could provide new revenue or signal loss of business.", "trigger" => "USPTO recompete solicitation or award announcement"}