High-Value Federal Grants ($5M+) — December 22, 2025

Three contracts worth $574M (59% total) for IT/data centers, telecom, and advisory (Eagle Harbor, Planet Tech, Deloitte) show 52% avg outlay progress through 2026-2029.

$403M in office building (Brasfield) and Iraq sustainment (PAE/Jacobs) contracts via full/open competition, with 46% avg outlays and extensions to 2027.

Firm-fixed-price terms (4/5 contracts, $788M) expose contractors to cost overruns on remaining $495M obligations through 2029.

Geopolitical exposure in Iraq facilities support amid $154M remaining obligation to 2026.

Small business set-aside mismatch for Planet Tech ($189M) despite 'not small' designation; time/materials audits for Deloitte ($186M).

$495M remaining obligations (51% total) plus $265M+ unobligated options provide near-term revenue ramps.

IT/data center commitments through 2029 signal sustained fed spend on digital infrastructure.

60% of value in NAICS 5415xx IT contracts with high outlays (avg 55%) and long tails to 2029.

State Dept's $379M in Iraq support and DC IT advisory reflect steady non-discretionary spend.

{"entity"=>"Planet Technologies", "reason"=>"Highest outlay progress (87%) + $103M options in IT set-aside.", "trigger"=>"Option exercise or 2026 extension"}

{"entity"=>"PAE/Jacobs Engineering", "reason"=>"$154M remaining in Iraq amid geopolitical risks.", "trigger"=>"Performance mods or early termination"}

{"entity"=>"Department of State contracts", "reason"=>"37% concentration ($379M); dual IT/support awards.", "trigger"=>"New awards >$100M"}