Contract Deobligations Alert — April 15, 2026

XATOR LLC awarded $2,309,491,422 definitive contract from Department of State on 2023-03-17, representing 69% of aggregate value with bullish strength 7/10 and materiality 8/10.

UNWIN CO, small business, awarded $213,772,540 time-and-materials contract (base + options $216M) by DOE on 2020-02-21 for security studies, with $178.6M outlayed and performance to 2026-04-13.

HUBZone small business SOFTRAMS LLC received $88,157,680 firm-fixed-price delivery order (ceiling $195M) from HHS CMS on 2024-02-21 for Quality Payment Program IT, with $57M outlayed and potential to 2029.

Tetra Tech subsidiary Bluewater Federal Solutions awarded $80,013,310 time-and-materials delivery order (ceiling $96.9M) by DOE on 2019-09-17 for IT support, $62.8M outlayed, through 2026-09-19.

Small disadvantaged business CLOUDSHAPE LLC secured $64,166,604 firm-fixed-price delivery order (ceiling $150M) from USAID on 2022-12-11, $32.9M outlayed, performance to 2032-12-31.

General Dynamics Information Technology's $329,952,976 cost-plus-fixed-fee DHS USCIS order (2011-2015 performance) shows $0 outlayed despite $330M obligation and $156M subawards, signaling deobligation risk.

Lockheed Martin's $73,614 firm-fixed-price NOAA purchase order awarded 2026-04-13 has $0 outlayed, negligible vs. scale but watch for early deobligation on base year.

General Dynamics IT's $330M DHS contract ended 2015-09-25 with $0 outlayed on $329.9M obligation, exposing backlog to deobligation.

Lockheed Martin's $73,614 Commerce NOAA order awarded 2026-04-13 has $0 outlayed at inception, risking non-performance deobligation.

Historical/low-outlay contracts like PCI Productions' $71M NASA (58% outlayed) and Arrowstreet's $64M PBGC ($50% outlayed) face deobligation if pacing stalls toward 2027/2028 ends.

XATOR LLC's $2.31B State Dept contract offers decade-scale revenue if executed, highest materiality at 8/10.

UNWIN CO small business set-aside $214M DOE contract through 2026-04-13 with $35M remaining obligation.

Tetra Tech sub Bluewater's $80M DOE IT order to 2026-09-19 with $96.9M ceiling via options.

SOFTRAMS LLC HHS $88M order (ceiling $195M) for CMS Quality Payment Program to potential 2029.

Multiple long-term IT delivery orders to DHS ($330M GD IT), HHS ($88M SOFTRAMS), DOE ($80M Bluewater), USAID ($64M Cloudshape) emphasize sustained spending on NAICS 5415xx services with high outlays (e.g., $57M/$88M SOFTRAMS).

DOE awards $214M UNWIN CO set-aside for security studies (to 2026) and $80M Bluewater IT support (to 2026) show commitment to enterprise assessment with $241M combined obligation.

{"entity"=>"XATOR LLC", "reason"=>"$2.31B State Dept obligation dominates aggregate; unknown outlay/revenue details heighten deobligation alert relevance.", "trigger"=>"outlay progress initiation"}

{"entity"=>"General Dynamics Corp (GD)", "reason"=>"$330M DHS contract with $0 outlay post-2015 end signals highest execution risk.", "trigger"=>"any deobligation notice or modification"}

{"entity"=>"Tetra Tech Inc. (TTEK)", "reason"=>"Bluewater sub's $80M DOE order 62% outlayed with $17M remaining + options to $96.9M.", "trigger"=>"options exercise toward 2026-09-19 end"}

{"entity"=>"SOFTRAMS LLC", "reason"=>"$88M HHS obligation 65% outlayed; ceiling $195M via options to 2029.", "trigger"=>"obligation increases post-2026-11-11"}

{"entity"=>"Lockheed Martin Corp (LMT)", "reason"=>"Tiny $73K Commerce NOAA base with $0 outlay and $428K ceiling potential.", "trigger"=>"funds outlay from $0 or options exercise"}