Significant Contract Modifications ($10M+) — September 25, 2026

TRIWEST HEALTHCARE ALLIANCE CORP received a $1.2 billion defense contract from the Department of Veterans Affairs, the largest single award in this digest. The sole-source nature suggests a strong incumbent position or urgent need, though no competitive moat details are provided.

MAXIMUS FEDERAL SERVICES, a subsidiary of MAXIMUS INC, completed a $911M cost-plus-award-fee contract for 2020 Census Questionnaire Assistance. The contract's end in 2021 creates a revenue gap, but the upcoming 2030 Census planning cycle could trigger new awards, offering a medium-term catalyst.

GUIDEHOUSE DIGITAL LLC's $257.6M cost-plus-fixed-fee contract for Census Bureau IT infrastructure support expired in March 2024 with no options remaining. This creates immediate revenue uncertainty for the company, as the contract contributed an estimated $25.8M annually.

GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.'s $217.9M cost-plus-award-fee delivery order for Army National Guard IT and security services ended in July 2021. No follow-on or extension is indicated, signaling a potential loss of ~$49.5M in annual revenue for GD's federal IT segment.

Three of four contracts (MAXIMUS, GUIDEHOUSE, GENERAL DYNAMICS IT) have already expired, representing $1.39B in total obligation value. This creates a concentrated revenue cliff for these contractors with no immediate follow-on contracts indicated in the data.

The $1.2B TRIWEST HEALTHCARE ALLIANCE CORP VA award is a sole-source contract, which may face protest risk or budget scrutiny under a potential Continuing Resolution (CR) if awarded in a vulnerable period. No competitive moat data is provided to assess durability.

GUIDEHOUSE DIGITAL LLC's $258M Census IT contract was won under full and open competition with no set-aside protections, making it vulnerable to re-compete loss. The company's minority-owned status may not provide advantage in future competitions.

The $911M MAXIMUS FEDERAL SERVICES contract for Census Questionnaire Assistance positions MAXIMUS INC as a key partner for the 2030 Census planning cycle. The company's experience with cost-plus-award-fee structures and large-scale IT services could lead to follow-on awards.

TRIWEST HEALTHCARE ALLIANCE CORP's $1.2B VA sole-source award signals potential for expanded healthcare IT and services contracts within the VA, which has a growing budget for veteran healthcare modernization.

GUIDEHOUSE DIGITAL LLC's 10-year relationship with the Census Bureau for IT infrastructure support provides a strong incumbency advantage for future re-competes, despite the contract's expiration.

Two of the four contracts (MAXIMUS $911M and GUIDEHOUSE $258M) are tied to Census Bureau IT and support services, totaling $1.17B. This underscores sustained civilian agency investment in large-scale IT systems, particularly around decennial census operations.

The $1.2B sole-source award to TRIWEST HEALTHCARE ALLIANCE CORP from the VA is the largest contract in this digest, signaling increased VA spending on healthcare IT and services. This aligns with broader federal healthcare modernization priorities.

{"entity" => "MAXIMUS INC", "reason" => "Completed $911M Census contract creates revenue gap; 2030 Census planning could yield new awards.", "trigger" => "Census Bureau RFP for 2030 Census Questionnaire Assistance or related IT services"}

{"entity" => "GUIDEHOUSE DIGITAL LLC", "reason" => "Expired $258M Census IT contract with no follow-on; re-compete risk is high.", "trigger" => "Census Bureau IT infrastructure re-compete announcement or extension"}

{"entity" => "GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.", "reason" => "Expired $218M Army National Guard IT contract; no follow-on indicated, impacting GD's federal IT backlog.", "trigger" => "GSA or Army National Guard re-compete for enterprise IT and security services"}

{"entity" => "TRIWEST HEALTHCARE ALLIANCE CORP", "reason" => "New $1.2B VA sole-source award; monitor for protests, modifications, or option exercises.", "trigger" => "Protest filings, CR timeline, or VA budget announcements"}