New Federal Contractors — April 17, 2026

Optum (UnitedHealth Group subsidiary) won three firm fixed price delivery orders from VA Strategic Acquisition Center Fredericksburg totaling $2,779,468,829 ($1.1B, $894.5M, $782.1M) under full and open competition for NAICS 524114 medical-managed healthcare (PSC Q201), signaling strong positioning despite one-month performance periods in late 2025.

Booz Allen Hamilton Inc. received a $492,049,724 cost plus award fee delivery order from GSA FAS AAS FEDSIM (base + options $682.8M) for NAICS 541330 engineering services under full and open competition, with low pricing risk and performance through potential 2025-07-21.

General Dynamics Information Technology, Inc. (General Dynamics Corp subsidiary) secured a $113,504,349 cost-plus award fee delivery order from GSA for SCITLS IT support (NAICS 541512, PSC DG01) at Offutt AFB, with base + options at $1.475B and potential through 2032-09-21 under full and open competition.

All three Optum VA awards ($1.1B, $894.5M, $782.1M) show $0 outlayed to date despite high materiality, with firm fixed price structures elevating execution risk.

Optum's VA contracts awarded 2026-04-15 but perform in 2025 (e.g., $894.5M Dec 2025, $782.1M Nov 2025), plus $0 outlays and firm fixed price/high risk rating introduce timing and delivery uncertainty.

Booz Allen's $492M GSA order shows -$1,508 outlayed and Whiting-Turner $63M Commerce contract only $3.2M outlayed vs. $63M obligated, signaling delayed funding in multi-year civilian awards.

General Dynamics IT's GSA SCITLS order has $1.475B base + options vs. $113.5M current obligation, offering multi-year IT expansion through 2032.

Booz Allen Hamilton's GSA engineering order ceiling at $682.8M vs. $492M obligated provides near-term upside via options.

Koniag Management Solutions LLC's $102.9M 8(a) sole source from State for cloud support extends through 2025-02-28.

VA Strategic Acquisition Center Fredericksburg awarded $2.78B in three full/open competition firm fixed price orders to Optum for NAICS 524114/PSC Q201 managed healthcare in FY26 Q1, despite execution anomalies.

GSA FAS awarded $691.7M across four contracts to Booz Allen ($492M engineering), General Dynamics IT ($113.5M IT), and Deloitte ($86.2M program management), emphasizing cost-plus/T&M structures for multi-year IT/engineering support.

{"entity"=>"UnitedHealth Group Incorporated (UNH)", "reason"=>"Optum's $2.78B VA contracts at $0 outlay with 2026 award/2025 performance mismatch", "trigger"=>"outlay progress from $0; performance by 2025-12-31"}

{"entity"=>"Booz Allen Hamilton Inc. (BAH)", "reason"=>"$492M GSA obligation vs. $682.8M ceiling and minimal outlays", "trigger"=>"option exercises; outlays beyond -$1,508"}

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"$113.5M GSA IT obligation with $1.475B potential through 2032", "trigger"=>"option exercises post-2026-06-29"}