Executive Summary
The nine federal IT and cybersecurity awards in this period total $180,441,518 in obligations across the Department of Commerce, GSA, Education, SSA, HHS, and USDA, with zero defense-related awards, so the entire set is civilian and this stream offers no direct DOD exposure signal.
The dominant theme is civilian IT modernization and application development/sustainment labor, led by HALVIK LLC's $31,964,411 USPTO Patent Center delivery order and Deloitte Consulting LLP's $30,525,469 GSA capacity-building award. The highest-conviction signal is the FEDTEC LLC SSA BPA call (up to $103,192,848 ceiling, $6,052,979 outlayed), though most recipients are private or not publicly traded, so direct equity implications are limited. The key watch item is execution and continuity risk: several awards are past or near their stated end dates (ECS Federal's 2020 end, Booz Allen's 2023 end, HHS APPS's 2026-06-16 end), and the HALVIK record shows an unexplained negative outlay of $-1,352.
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Tracking the trend? Catch up on the prior Federal IT & Cybersecurity Contracts digest from October 08, 2026.
Investment Signals (7)
- FEDTEC LLC SSA BPA Call Carries Up to $103.2M Ceiling (MEDIUM)▲
FEDTEC LLC received an $18,158,937 firm-fixed-price BPA call from SSA with a base-plus-options ceiling of $103,192,848 running potentially to 2031-09-24. Only $6,052,979 has been outlayed, so the majority of value depends on option exercise and future task orders.
- HALVIK LLC USPTO Patent Center Award Totals $31.96M (MEDIUM)▲
HALVIK LLC holds a $31,964,411 labor-hour delivery order from USPTO for Patent Center application development and O&M, with a base-plus-options value of $34,473,988 and potential end of 2028-10-15. Subawards of $10,777,088 (about 34% of obligation) indicate multi-firm delivery.
- Deloitte Consulting LLP GSA Delivery Order at $30.5M (MEDIUM)▲
Deloitte Consulting LLP received a $30,525,469 firm-fixed-price GSA FAS delivery order for capacity-building strategic planning, nearly fully obligated at base with options of only about $100,050. Fixed-price pricing places overrun risk on the contractor.
- ECS Federal (ASGN) Award Is Largely Pass-Through and Expired (LOW)▲
ECS Federal, LLC (parent ASGN Incorporated) holds a $14,571,553 GSA CDM-related delivery order, but $14,352,708 (about 98.5%) flows to 20 subawards and only $37,648 has been outlayed, with a stated end of 2020-05-23. Materiality to ASGN is unconfirmed.
- Booz Allen Hamilton CDC SEDAV BPA Call Past Stated End Date (LOW)▲
Booz Allen Hamilton received a $14,182,428 CDC BPA call for SEDAV analytics with current end of 2023-09-26 and potential end of 2024-04-26. The data does not confirm whether the extension was exercised, and revenue materiality to Booz Allen Hamilton Holding Corporation cannot be established.
- HHS APPS Award to Data Computer Corporation of America Nearing End (MEDIUM)▲
Data Computer Corporation of America's $16,222,256 CMS Automated Plan Payment System delivery order is fully obligated and outlayed with a performance end of 2026-06-16, and no follow-on is shown in the data. Recipient public status is unknown.
- HALVIK Negative Outlay Requires Verification (LOW)▲
HALVIK LLC's $31,964,411 USPTO award reports total outlays of $-1,352, an unexplained negative figure that should be reconciled against payment records before drawing conclusions about billing or performance.
Risk Flags (4)
- Execution [MEDIUM RISK]▼
Multiple awards show outlay data inconsistent with obligation or timing: HALVIK LLC reports a $-1,352 outlay on $31.96M obligated, and Deloitte Consulting LLP's GSA award shows $0 outlay on $30.5M obligated, both unexplained.
- Concentration [MEDIUM RISK]▼
ECS Federal's award places about 98.5% of $14.57M into 20 subawards, indicating heavy pass-through dependence and limited direct delivery by the prime.
- Budget [MEDIUM RISK]▼
Several awards have expired or near expiry (ECS Federal 2020, Booz Allen 2023/2024, HHS APPS 2026-06-16, Education NAEP 2026-10-31), and the data provides no multi-year agency budget trend to assess follow-on funding.
- Regulatory [LOW RISK]▼
Recipient public-market status is undetermined for most awards (HALVIK, Sanametrix, FEDTEC, Data Computer Corp, Steampunk), limiting the ability to translate contract value into equity exposure.
Opportunities (3)
- ◆
FEDTEC LLC's SSA BPA carries a $103.2M ceiling with most value contingent on task orders, offering upside if SSA issues additional IT management support orders under BPA 28321320A00040031.
- ◆
HALVIK LLC's USPTO Patent Center delivery order has $2.5M in unexercised option value and a potential end of 2028-10-15, supporting continued multi-year IT sustainment work.
- ◆
Steampunk Inc.'s USDA FSA data management delivery order has about $1.3M unobligated headroom and high burn (about $12.78M outlayed), suggesting a likely incremental funding action or follow-on as the period ends 2026-07-31.
Sector Themes (3)
- ◆
Awards from USPTO, GSA, SSA, CMS, Education, and USDA are dominated by labor-based application development, O&M, and data management delivery orders in NAICS 541512 and 541511.
- ◆
Subaward ratios are material on several awards: ECS Federal (about 98.5%), HALVIK (about 34%), and Deloitte (about 14.7%), indicating prime-subcontractor structures are common in this stream.
- ◆
All nine awards are civilian with zero defense-related obligations, meaning this stream provides no read-through to DOD IT budgets.
Watch List (7)
- 👁
{"entity" => "FEDTEC LLC", "reason" => "$18.16M obligated against a $103.19M ceiling with $6.05M outlayed; value depends on option exercise.", "trigger" => "Option exercise decisions after 2027-03-24 under BPA 28321320A00040031"}
- 👁
{"entity" => "HALVIK LLC", "reason" => "$31.96M USPTO award with an unexplained $-1,352 outlay that requires reconciliation.", "trigger" => "Option exercise toward $34.47M and any payment reconciliation disclosure"}
- 👁
{"entity" => "Deloitte Consulting LLP", "reason" => "$30.53M fixed-price GSA order with $0 reported outlay, nearly fully obligated at base.", "trigger" => "Quarterly billing data and any modification before 2027-09-27 end"}
- 👁
{"entity" => "Data Computer Corporation of America", "reason" => "$16.22M CMS APPS delivery order ends 2026-06-16 with no follow-on shown.", "trigger" => "CMS recompete or follow-on solicitation for APPS"}
- 👁
{"entity" => "Steampunk, Inc.", "reason" => "$12.78M outlayed on $13.02M obligated with contract ending 2026-07-31.", "trigger" => "Incremental funding or POPLAR successor award before 2026-07-31"}
- 👁
{"entity" => "ASGN Incorporated", "reason" => "ECS Federal's GSA award is 98.5% subcontracted with an expired 2020 end date; materiality unconfirmed.", "trigger" => "ASGN segment disclosures on federal revenue"}
- 👁
{"entity" => "Booz Allen Hamilton Holding Corporation", "reason" => "CDC SEDAV BPA call ($14.18M) past its 2023-09-26 current end; extension status unknown.", "trigger" => "Confirmation of potential extension to 2024-04-26 and any SEDAV follow-on"}
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