capture-intelligence.json

{
  "title": "Capture Intelligence: Q4 FY2026 Close-Out & the FY2027 Pipeline",
  "month": "July 2026",
  "published_at": "2026-07-26T12:00:00Z",
  "signal_count": 24,
  "agency_count": 11,
  "agencies": ["VA", "DHA", "PEO DHMS", "HHS/ONC", "ARPA-H", "CMS", "NIH", "FDA", "IHS", "TRICARE", "SBA / Gov-wide"],
  "signals": [
    {
      "id": "s1",
      "agency": "VA",
      "program": "CCN Next Gen Medical (36C10G26R0003)",
      "signal": "~$88.9B est. contract value; ~$700B statutory IDIQ ceiling; $56.2B FY2027 community care account (+17%). Value-based payments and utilization management enter the contract — neither exists in current CCN.",
      "confidence": "verified",
      "action_window": "In evaluation. IDIQ award targeted August 2026; orals October; Regional TOPRs January 2027.",
      "urgent": true,
      "what_to_do": "If you bid: no action but prep for orals and early VBP-model task orders — the firm that proposes the next payment model shapes the contract's economics. If you are a specialty sub (network analytics, utilization review, rural telehealth, clinical AI): the MOSA/No-Bid bench structure is your entry — confirm teaming with a regional prime now, before award.",
      "free_preview": true
    },
    {
      "id": "s2",
      "agency": "DHA",
      "program": "HCDS — Health Care Delivery Solutions (MHS GENESIS follow-on)",
      "signal": "Competitive Federal EHR follow-on modernizing MHS GENESIS across 4,386 locations / 9.6M beneficiaries. Sole-source bridge to the incumbent, then open competition; scope spans integration, product management, help desk, deployment, end-user support.",
      "confidence": "verified",
      "action_window": "Planning / RFI stage. Industry input deadline August 30, 2026 — last structured window before the solicitation.",
      "urgent": true,
      "what_to_do": "This is the biggest DoD health-IT recompete on the board. Submit substantive RFI feedback by August 30 — it shapes the eval criteria. Build past-performance narrative around VA interoperability and large-scale deployment. Incumbent (Leidos) holds the bridge; challengers must show a faster commercial-tech refresh cycle.",
      "free_preview": true
    },
    {
      "id": "s3",
      "agency": "DHA",
      "program": "PEO DHMS Deployment Solutions IDIQ (HT003826RE001)",
      "signal": "$300M multiple-award IDIQ, 5-year, 6-9 expected primes; CONUS/OCONUS deployment including austere/limited-connectivity sites. CMMC Level 2, strict data-rights and OCI terms.",
      "confidence": "verified",
      "action_window": "Proposals closed April 21, 2026; June 2026 start. Awards imminent — the task-order specialty-sub window opens on award.",
      "urgent": true,
      "what_to_do": "If you proposed: hold. If not: this is a multiple-award bench, so target the task orders, not the base — identify deployment/training/hardware niches and approach the winning primes as award lands. Get CMMC Level 2 in motion now if you don't hold it; it gates participation.",
      "free_preview": true
    },
    {
      "id": "s4",
      "agency": "VA",
      "program": "EHRM / Oracle Health (Federal EHR)",
      "signal": "VA awarded Oracle Health its second option period on the Federal EHR contract. 13 sites go live in 2026 (Michigan April, Chillicothe June); 26 more scheduled for 2027; full deployment as early as 2031.",
      "confidence": "verified",
      "action_window": "Active. FY2027 go-live wave scheduling now; watch the site list and appropriations gates.",
      "urgent": false,
      "what_to_do": "Subcontractors: map your past performance to specific 2026-2027 go-live sites and open teaming conversations with the prime now, not at task-order release. New entrants: this is a sustainment-and-deployment market, not a prime-capture window — position for the FY2028 wave.",
      "free_preview": true
    },
    {
      "id": "s5",
      "agency": "VA",
      "program": "FY2027 OIT Recompete Wave (EDGE, Cloud Broker, ERP, HTMSS, CSOC, OMEGA, App Hosting)",
      "signal": "A stacked wave of VA Office of Information Technology recompetes and new starts — EDGE ($1B-$1.9B), Cloud Broker ($1B-$1.9B), ERP ($1B-$1.7B), HTMSS ($300M-$500M), CSOC ($332M), OMEGA ($500M-$999M), App Hosting Compute/Storage — several billion in aggregate TCV.",
      "confidence": "directional",
      "action_window": "Solicitations rolling across FY2027 (begins Oct 1, 2026). Draft RFPs and industry days are the near-term signals.",
      "urgent": true,
      "what_to_do": "Pick your two or three best-fit vehicles and commit capture resources now — these overlap in timing and you cannot chase all of them. Incumbency matters; if you're defending, lock your team early. If you're challenging, the FY2026 close is your last window to build the past-performance and relationship case.",
      "free_preview": true
    },
    {
      "id": "s6",
      "agency": "SBA / Gov-wide",
      "program": "8(a) Restructuring & Set-Aside Vehicle Migration",
      "signal": "Race-neutral eligibility determinations and continued pressure on 8(a) sole-source positions are pushing small-business work toward vehicle-based competition (OASIS+ SB, SEWP VI, GSA MAS). ANC/tribally-owned firms positioned to capture a larger share of remaining 8(a) dollars.",
      "confidence": "mmt_projection",
      "action_window": "Ongoing audit + migration window through FY2026 close and into FY2027.",
      "urgent": true,
      "what_to_do": "Run the pipeline audit against every 8(a) position: constitutional vulnerability, subcontracting exposure, vehicle dependency, termination contingency. If you are not ANC/tribally owned, begin race-neutral documentation and vehicle migration now. If you are, position for market-share capture as individual firms exit.",
      "free_preview": true
    },
    {
      "id": "s7",
      "agency": "VA",
      "program": "CCN Next Gen Dental (36C10G26R0004)",
      "signal": "~$47M companion national dental-network MA-IDIQ to the CCN Medical vehicle; multi-year, firm-fixed-price plus incentives.",
      "confidence": "verified",
      "action_window": "In evaluation; award tracks the Medical vehicle timeline.",
      "urgent": false,
      "what_to_do": "Dental network primes with VA past performance should confirm proposal status. Specialty subs (credentialing, claims, tele-dentistry) should line up teaming with the likely awardees.",
      "free_preview": false
    },
    {
      "id": "s8",
      "agency": "VA",
      "program": "Enterprise Imaging (NEIS) + NTP NextGen PACS",
      "signal": "National Enterprise Imaging System plus National Teleradiology Program NextGen PACS. Est. $365M-$620M combined. VA is running Industry Days / market research to shape the acquisition strategy.",
      "confidence": "directional",
      "action_window": "Pre-solicitation. RFP release window late FY2026 / early FY2027.",
      "urgent": false,
      "what_to_do": "Engage the market-research Industry Days now — this is where the eval criteria get shaped. Imaging vendors should stress MOSA/interoperability and enterprise-scale migration. Clinical-AI imaging partners should initiate teaming before the draft RFP.",
      "free_preview": false
    },
    {
      "id": "s9",
      "agency": "DHA",
      "program": "Medical Q-Coded Support Staffing Recompete",
      "signal": "DHA selected 11 companies for the unrestricted pool of a potential 10-year, ~$43B follow-on for medical staffing support across military health facilities.",
      "confidence": "verified",
      "action_window": "Pool established; task-order competition ahead over the POP.",
      "urgent": false,
      "what_to_do": "If you made the pool: build your task-order capture engine now — awards concentrate among the fastest, best-priced responders. If you didn't: pursue subcontracting with pool primes; clinical-staffing niches (behavioral health, specialty providers) are the entry.",
      "free_preview": false
    },
    {
      "id": "s10",
      "agency": "VA",
      "program": "Financial Services Center Software Support (recompete)",
      "signal": "Tria Federal (via subsidiary Softrams) won a 5-year, $174M recompete for expanded software engineering support at VA's Financial Services Center; full-and-open with 15 offers.",
      "confidence": "verified",
      "action_window": "Awarded (July 2026). Subcontracting and adjacent-scope positioning now.",
      "urgent": false,
      "what_to_do": "The 14 unsuccessful offerors: expect a possible protest window and look for adjacent FSC modernization scope. New entrants: approach the winner for niche subcontracting in AI-enabled financial operations.",
      "free_preview": false
    },
    {
      "id": "s11",
      "agency": "HHS/ONC",
      "program": "TEFCA Interoperability & Information-Blocking Enforcement",
      "signal": "QHIN participation is now de facto required; information-blocking enforcement and the HTI rule series continue to tighten. Governance authority sits at HHS.",
      "confidence": "verified",
      "action_window": "Enforcement expanding; January 1, 2027 as a practical lock date for QHIN alignment.",
      "urgent": false,
      "what_to_do": "HIE and EHR vendors: confirm FHIR endpoints and TEFCA/QHIN posture; update capability statements to reference compliance. Non-alignment is becoming a disqualifier in health-data procurements.",
      "free_preview": false
    },
    {
      "id": "s12",
      "agency": "DHA",
      "program": "MHS GENESIS Sustainment / DHMSM Bridge",
      "signal": "Sole-source bridge to the incumbent ($1.131B IDIQ + $263.34M nine-month transition option) sustains deployed MHS GENESIS sites while HCDS competes the follow-on.",
      "confidence": "verified",
      "action_window": "Bridge active; the competitive follow-on (HCDS) is the real prize — see signal #2.",
      "urgent": false,
      "what_to_do": "Current subs: lock teaming-agreement portability into the HCDS competition now. New entrants: build relationships with the deployed-site PMOs during the bridge period.",
      "free_preview": false
    },
    {
      "id": "s13",
      "agency": "ARPA-H",
      "program": "ADVOCATE (Agentic AI-Enabled Cardiovascular Care)",
      "signal": "Program to produce the first FDA-authorized clinical agentic AI. Three Technical Areas; the TA2 winner owns the oversight layer for subsequent clinical agentic AI. Funded from FY2026 appropriations regardless of the FY2027 budget outcome.",
      "confidence": "verified",
      "action_window": "Awards expected mid-2026; monitor for follow-on solicitations and the oversight-layer build-out.",
      "urgent": false,
      "what_to_do": "Research-oriented and clinical-AI firms should track the award announcements and position for the validation-framework build. Expect cooperative agreements and OTAs, not a traditional IDIQ.",
      "free_preview": false
    },
    {
      "id": "s14",
      "agency": "NIH",
      "program": "Scientific & Technical Support Services IDIQ",
      "signal": "$3B ceiling, 5-year vehicle; performance period 9/15/2026-9/14/2031.",
      "confidence": "verified",
      "action_window": "Solicitation stage; POP starts September 15, 2026 — a fast runway.",
      "urgent": true,
      "what_to_do": "Scientific/technical services firms with NIH past performance should be in final proposal prep. Subs: line up teaming with likely primes before the POP start compresses task-order competition.",
      "free_preview": false
    },
    {
      "id": "s15",
      "agency": "CMS",
      "program": "SPARC II (Strategic Partners Acquisition Readiness — recompete)",
      "signal": "Recompete of the $25B-ceiling SPARC vehicle for CMS enterprise systems and data work; SPARC II ceiling TBD.",
      "confidence": "directional",
      "action_window": "Solicitation stage; a foundational CMS IT vehicle for the next decade.",
      "urgent": false,
      "what_to_do": "If CMS is core to your pipeline, a SPARC II seat is close to table stakes — commit capture resources. Assess whether you compete as a prime or align with a likely primes' team.",
      "free_preview": false
    },
    {
      "id": "s16",
      "agency": "CMS",
      "program": "RMADA 3 (Research, Measurement, Assessment, Design & Analysis)",
      "signal": "~$5B ceiling recompete (5-year ordering once open) for CMS research, measurement, and model-evaluation work.",
      "confidence": "directional",
      "action_window": "Solicitation stage.",
      "urgent": false,
      "what_to_do": "Health-services research and analytics firms should prep RMADA 3 proposals; past performance on CMS model evaluation and measurement is the differentiator.",
      "free_preview": false
    },
    {
      "id": "s17",
      "agency": "IHS",
      "program": "Health IT Modernization / PATH EHR (RPMS replacement)",
      "signal": "$2.5B IDIQ ceiling through ~2033; commercial-EHR migration off RPMS via per-task-order deployment (e.g., TO #9 at $325.7M).",
      "confidence": "verified",
      "action_window": "Task-order pipeline (sustainment + deployment) rolling through the POP.",
      "urgent": false,
      "what_to_do": "EHR vendors and integrators with tribal/rural health experience should target the deployment and sustainment task orders. Past performance in underserved settings is critical to evaluation.",
      "free_preview": false
    },
    {
      "id": "s18",
      "agency": "FDA",
      "program": "SIRCE II (Inspection, Recalls, Compliance & Enforcement Systems)",
      "signal": "Est. ~$218M+ (floor; full scope may approach $400M) to modernize FDA inspection/recall/compliance systems.",
      "confidence": "directional",
      "action_window": "Solicitation stage.",
      "urgent": false,
      "what_to_do": "Regulatory-systems integrators should position now; case-management and data-integration past performance carries the evaluation.",
      "free_preview": false
    },
    {
      "id": "s19",
      "agency": "HHS",
      "program": "HOPSS — HHS One Professional Services Solutions",
      "signal": "Reported ~$3.6B ceiling department-wide professional-services vehicle consolidating HHS advisory and support work.",
      "confidence": "directional",
      "action_window": "Solicitation stage.",
      "urgent": false,
      "what_to_do": "Professional-services firms across the HHS operating divisions should assess a HOPSS seat as a multi-year gateway; decide prime vs. teamed strategy early.",
      "free_preview": false
    },
    {
      "id": "s20",
      "agency": "TRICARE",
      "program": "T-5 Managed Care Support (MCS) + TPharm5",
      "signal": "Humana (East) $7.34B CY2026 option and Evernorth pharmacy $719.4M executing; TPharm5 pharmacy award reported ~$4.29B. Option-year execution across the T-5 portfolio.",
      "confidence": "verified",
      "action_window": "Option years in execution; recompete positioning is a longer-cycle play.",
      "urgent": false,
      "what_to_do": "Subcontractors and specialty networks: confirm scope under the CY2026 option years. Watch for utilization shifts as care-reattraction policy moves volume between MTFs and the networks.",
      "free_preview": false
    },
    {
      "id": "s21",
      "agency": "CMS",
      "program": "Rural Health Transformation Program",
      "signal": "$50B FY2026-FY2030 program routing funds through states for rural health delivery and infrastructure, including health IT and telehealth.",
      "confidence": "verified",
      "action_window": "State awards rolling; sub-award and vendor opportunities follow state plans.",
      "urgent": false,
      "what_to_do": "Telehealth, RPM, and rural-delivery vendors should track state award plans and position with state agencies and grantees — the money moves through states, not a single federal buy.",
      "free_preview": false
    },
    {
      "id": "s22",
      "agency": "HHS",
      "program": "NGITS BPA Recompete (Hosting, Operations, Engineering)",
      "signal": "Est. ~$485M+ aggregate across three BPAs (application hosting ~$139M, operations ~$207M, engineering ~$139M).",
      "confidence": "directional",
      "action_window": "Program watch; recompete approaching.",
      "urgent": false,
      "what_to_do": "Infrastructure and managed-services firms should prep for the three-lane recompete; cloud-migration and 24x7 operations past performance is the differentiator.",
      "free_preview": false
    },
    {
      "id": "s23",
      "agency": "CMS",
      "program": "CIO-CS Follow-On / \"The Store\" & MPSM",
      "signal": "Reported ~$20B-$25B NITAAC CIO-CS follow-on plus ongoing Medicare Payment Systems Modernization task orders — the commodity-plus-services and claims-modernization backbone.",
      "confidence": "directional",
      "action_window": "Solicitation / task-order stages.",
      "urgent": false,
      "what_to_do": "Product-and-services resellers and claims-systems integrators should map which vehicle carries their scope; CIO-CS successor positioning affects every downstream health-IT buy that rides it.",
      "free_preview": false
    },
    {
      "id": "s24",
      "agency": "Gov-wide",
      "program": "FY2026 Close (Sep 30) & FY2027 Start (Oct 1)",
      "signal": "The end-of-year obligation push runs now through September 30. FY2027 begins October 1 and opens the recompete pipeline above; a continuing-resolution scenario would delay new-start awards and stretch bridge contracts.",
      "confidence": "analytical",
      "action_window": "Q4 FY2026 obligation window is open now; watch the FY2027 appropriations/CR track.",
      "urgent": true,
      "what_to_do": "Chase in-scope task orders and mods against expiring FY2026 money now — this is the last obligation window. Model a CR scenario into your FY2027 forecast: new-starts slip, incumbents get bridged, and the fast-obligation task orders move first.",
      "free_preview": false
    }
  ]
}