VA Healthcare & Services Contracts — September 10, 2026

The $217.8M firm-fixed-price delivery order (potential $331.2M with options) for VA cybersecurity operations center support, awarded under a Service-Disabled Veteran-Owned Small Business set-aside, positions MAVERIS for a potential $113.3M option exercise by September 2027, which would be a significant revenue catalyst for the private company and its subcontractors.

The $58.6M firm-fixed-price delivery order (potential $93.4M) for a VA energy savings performance contract, running through 2049, has $0 outlayed to date, indicating no revenue realized yet and potential delays or funding issues, which could impact the small business's cash flow and project execution.

The $93.9M firm-fixed-price contract for pre-design of a new VA medical center tower in Los Angeles, with a 14-year performance period, signals sustained VA infrastructure investment, and the $52.4M already outlayed suggests phased funding that could lead to follow-on construction awards.

All three contracts are firm-fixed-price, shifting cost overrun risk to contractors. MAVERIS LLC's 4-year cybersecurity contract (through 2028) and UTILITY SYSTEMS SOLUTIONS' 24-year ESPC (through 2049) face evolving scope and cost variability, potentially impacting margins.

The VA's reliance on annual appropriations and potential Continuing Resolution (CR) risk in Oct-Dec could delay option exercises or outlays, particularly for MAVERIS LLC's $113.3M in unexercised options and UTILITY SYSTEMS SOLUTIONS' zero outlayed amount.

All three contracts are from the Department of Veterans Affairs, creating agency-specific concentration risk for the contractors. Any VA budget cuts or policy shifts could disproportionately impact their revenue streams.

MAVERIS LLC ($217.8M) and UTILITY SYSTEMS SOLUTIONS ($58.6M) both won awards under Service-Disabled Veteran-Owned Small Business set-asides, indicating VA policy alignment that could lead to follow-on contracts and preferential treatment in future procurements.

The $217.8M MAVERIS award (potential $331.2M) highlights robust VA demand for cybersecurity operations center support, suggesting growth for IT security service providers in the federal civilian space.

LEO A. DALY's $93.9M medical center pre-design and UTILITY SYSTEMS SOLUTIONS' $58.6M ESPC indicate sustained VA investment in facility infrastructure and energy efficiency, creating opportunities for construction and energy services firms.

The $217.8M MAVERIS award for cybersecurity operations center support (potential $331.2M) demonstrates the VA's commitment to strengthening cyber defenses, aligning with federal IT modernization priorities.

The combined $152.5M in VA infrastructure contracts (LEO A. DALY $93.9M and UTILITY SYSTEMS SOLUTIONS $58.6M) signals ongoing investment in medical facility construction and energy savings performance projects, consistent with federal sustainability goals.

{"entity" => "MAVERIS LLC", "reason" => "Largest contract in the stream ($217.8M) with $113.3M in unexercised options; option exercise would significantly boost revenue.", "trigger" => "Option exercise announcements by September 2027"}

{"entity" => "UTILITY SYSTEMS SOLUTIONS, INC.", "reason" => "$58.6M ESPC with $0 outlayed to date; potential delays or funding issues could impact project start.", "trigger" => "Performance start date (Sep 15, 2025) and any modifications"}

{"entity" => "LEO A. DALY LLC", "reason" => "$93.9M contract with $52.4M outlayed; follow-on construction awards could signal expanded VA infrastructure spending.", "trigger" => "VA budget allocations for medical facility construction"}