Capture Intelligence:
The Stopgap Quarter and the October Deadlines
FY2027 opened on a continuing resolution that runs to December 11. The award season still happened: VA bought a national dental network, DHA named twelve deployment primes, ARPA-H funded its clinical AI teams. Two dates do the forcing this quarter, the NITAAC last order on October 29 and SEWP VI on November 1, while the Military Health System budget tells every hospital support contractor where the money is going. Every row sourced, every window dated.
Full Capture Sheet — This Issue
30 live signals · 13 agencies · Last reviewed October 5, 2026 · Next review November 2, 2026
| Agency | Program | FY2027 Signal | Confidence | Window |
|---|---|---|---|---|
| VA | CCN Next Gen Dental (36C10G26R0004): awarded | VA awarded Optum Serve the national community care dental network on September 30, 2026: a 10-year single-award IDIQ worth up to $30B, one network for 9.1 million enrolled Veterans, general and specialty care plus pharmacy support, fully implemented within a year of award. | Verified | Awarded Sep 30, 2026. Protest window runs 10 calendar days from each losing offeror's debriefing. Network build-out through Sep 2027. |
| VA | CCN Next Gen Medical (36C10G26R0003): still in source selection | The $700B-ceiling medical IDIQ remains unawarded. An industry contact reported award notification letters in late September; nothing on SAM.gov, VA News or trade press confirmed that as of October 5. Value-based payment models and utilization management still enter with the new contract. | Verified | In source selection. The companion Dental award on Sep 30 is the only CCN Next Gen award on the record. Regional task orders follow the IDIQ. |
| Gov-wide | FY2027 opens on a continuing resolution to December 11 | The President signed H.R. 6500, the Continuing Appropriations and Extensions Act, 2027 (P.L. 119-103), funding every agency at FY2026 levels from October 1 through December 11, 2026. The House vote was 370-48, the Senate 90-6. Standard CR terms: no new starts and no production-rate increases above FY2026. | Verified | CR through Dec 11, 2026. A full-year bill or a second CR must pass before Dec 12 to avoid a funding gap. The November midterms sit inside the window. |
| NIH / HHS | NITAAC sunset: CIO-SP3, CIO-SP3 SB and CIO-CS end October 29 | October 29, 2026 is the last day any agency can award a new order under the three NITAAC GWACs. Orders awarded since June 8, 2026 cannot run past December 31, 2028, when NITAAC stops all program functions. There is no successor; CIO-SP4 was cancelled and future requirements move to GSA vehicles. | Verified | 24 days to the last order. Orders already on the vehicles keep performing to their own end dates, no later than Dec 31, 2028. |
| DHA | FY2027 Military Health System budget: recapture moves money from support labor to capability | The FY2027 MHS justification cuts contract services by $331.9M, $294.3M of it in In-House Care, adds $52.8M in civilian pay to replace contracted administrative, clinical support and operational labor in military hospitals, and grows digital health by $200.4M (ambient listening, video visits, Tele-Critical Care) and wartime readiness partnerships by $51.0M. Requested, not enacted. | Verified | Frozen at FY2026 rates under the CR through Dec 11. The cut and the growth arrive together when a full-year bill passes. Contract review Jan 6; EO 14426 discharge records Oct 8. |
| DHA / PEO DHMS | Deployment Solutions IDIQ (HT003826RE001): 12 primes named | DHA named 12 awardees to the 5-year, $300M multiple-award IDIQ for on-demand deployment of PEO DHMS products: A Square Group, Accenture, CACI, Deep Mile Networks, Deloitte, GDIT, Great Hill Solutions, Kearney, Leidos, Peraton, Planned Systems International and Vista Global Solutions. Ordering runs August 2026 through August 2031. | Verified | Awarded Aug 2026; ordering period Aug 2026 to Aug 2031. Task-order competitions among the 12 start now. |
| DHA | HCDS, the MHS GENESIS follow-on: RFI closed Aug 30, no solicitation yet | The Special Notice (HT003826X0000) for the Health Care Delivery Solutions EHR follow-on closed its industry input window on August 30, 2026. As of October 5 no solicitation is posted. The planned scope covers integration, human-centered design, product management, help desk, deployment and end-user support for the Federal EHR across 4,386 locations and 9.6M beneficiaries, with a sole-source bridge to the incumbent while the competition runs. | Verified | RFI closed Aug 30, 2026. Next structured event is the draft or final solicitation; none posted as of Oct 5. |
| DHA | MHS GENESIS sustainment: the DHMSM bridge carries the system | Sole-source bridge to the incumbent ($1.131B IDIQ plus a $263.34M nine-month transition option) sustains deployed MHS GENESIS sites while HCDS competes the follow-on. Deployment work now rides the new Deployment Solutions IDIQ. | Verified | Bridge active. The competitive prize is HCDS (signal 7); the near-term orders are on the Deployment Solutions IDIQ (signal 6). |
| DHA | Headquarters: AD-HCAO filled, the office that owns MTF support contracts | dha.mil now lists Mr. William Walker as Assistant Director, Healthcare Administration and Operations, with no Acting label. The seat had been held Acting by Brig. Gen. Bill Soliz since the April 2026 restructuring. HCAO owns direct care operations, TRICARE and the hospital support functions the FY2027 budget targets for insourcing. | Verified | Listed Oct 5, 2026. Start date not published. |
| VA | FY2027 OIT recompete wave: VA's own forecast dates the big lines | On the GSA-hosted forecast VA puts Enterprise Cloud Brokerage ($1B to $1.9B) and ICAM ($250M to $499M) in Q1 FY2027, OMEGA 2 ($500M to $999M, veteran set-aside) at a December 1 solicitation, and three Infrastructure Operations lines at January 1. The FY2026 fourth-quarter solicitation dates for Health Services DevSecOps, the ERP ITSM follow-on, Infrastructure Engineering and Operations and Cybersecurity Architecture and Engineering have already passed on the forecast. | Verified | Q1 FY2027 for Cloud Brokerage and ICAM; Dec 1 for OMEGA 2; Jan 1 for Infrastructure Operations lines. Forecast dates slip; solicitations do not post themselves. |
| VA | IE&O and SCM DSO: two TISTA awards reported | OrangeSlices reported on October 2 that TISTA Science and Technology won a 5-year VA IE&O award (task order 36C10B26F0468, about $164M, over 14 other bidders) and a separate SCM DSO award (36C10B26F0452, about $210M, over five). Search indexes report the two award IDs and values both ways, so the pairing is pending confirmation on USASpending. | Directional | Reported Oct 2, 2026. Protest clocks, if any, run from debriefings in early October. |
| VA | Health Services Portfolio Application Development and Operations (36C10B26R0033) | The sources-sought notice 36C10B26Q0163 (Health Services DevSecOps) became solicitation 36C10B26R0033, retitled Health Services Portfolio Application Development and Operations. An industry contact reported an award on October 5; no award notice was found on SAM.gov, VA News or trade press that day. | Directional | Solicitation closed; award reported but unconfirmed as of Oct 5, 2026. |
| VA | EHRM / Oracle Health Federal EHR: the 2027 wave is being scheduled | VA awarded Oracle Health its second option period on the Federal EHR contract. Thirteen sites went live in 2026 (Michigan in April, Chillicothe in June and the rest of the year's wave); 26 more are scheduled for 2027 with full deployment as early as 2031. IHS leaders toured the Indiana go-live in September as PATH EHR heads toward its own first sites. | Verified | Active. FY2027 site scheduling now; appropriations gates apply to each wave. |
| VA | National Teleradiology Program NextGen PACS and enterprise imaging | The NTP NextGen PACS recompete sits in pre-RFP status with an estimated solicitation of August 2026 (now past), an estimated award of June 2027 and a ceiling of $87.265M. The incumbent solution (Frontier Acquisitions with Mach7, Nuance, Blackford and Microsoft Azure) reads roughly 1.5 million exams a year. VA's enterprise imaging RFI remains market research. | Directional | Solicitation slipped past its Aug 2026 estimate; award estimated June 2027. |
| VA / VBA | Claims automation: the pilot's award record ended October 2 | VBA's FY2027 request funds claims automation as proposed, not enacted. The AI claims-evaluation proof-of-concept contract reached its end date on October 2, 2026; the intake task order runs to March 2027 on an expired parent vehicle; who develops the automated decision support layer is not answerable from the public record. | Analytical | Pilot ended Oct 2, 2026; intake task order to Mar 2027; FY2027 automation money waits on a full-year bill. |
| CMS | Q1 FY2027 is when CMS says the IT money fires | CMS's September 1 forecast workbook (51 rows) dates the quarter: Fiscal Intermediary Shared System maintainer ($100M and up) October 2; HQR Analytics, Reporting, Business Outcomes and Research ($100M and up, Bellese defending) October 5; CCIIO Security and Privacy Support ($50M to $100M) October 15; Data.CMS.gov recompete October 26; Cloud Enablement Support ($20M to $50M) October 30; Modern Claim Adjudication Development Services recompete and Rural Health Transformation support ($20M to $50M) December 1. | Verified | Solicitation dates Oct 2 through Dec 1, 2026 per CMS's own workbook. CMS refreshes the file around the first of each month. |
| CMS | SPARC has no posted recompete; RMADA 3 is awarded | SPARC ($25B program ceiling) ordering periods run out between mid-2026 and February 2027 depending on the award, and no SPARC II solicitation was found on October 5. RMADA 3 is not a pursuit any more: CMS awarded 17 IDIQs (75FCMC26D0001 to 75FCMC26D0017) on July 8, 2026 with a combined ceiling of about $3.5B and ordering through July 8, 2031. The $5B figure that circulated belonged to RMADA 2. Neither vehicle appears with a date on the CMS workbooks. | Verified | No SPARC II solicitation posted as of Oct 19, 2026. RMADA 3 awarded July 8, 2026; task orders are the remaining route in. Watch the November CMS workbook. |
| CMS | Rural Health Transformation Program: state awards made, contract side opening | The $50B FY2026 to FY2030 program routes money through states for rural delivery, infrastructure, health IT and telehealth. CMS's own forecast now lists Rural Health Transformation support at $20M to $50M with a December 1 solicitation, the first contract-side line on the program. | Verified | State plans executing; CMS support solicitation Dec 1, 2026 per the workbook. |
| HHS | HOPSS: SOAR extended to June 2027, the $3.6B small business recompete slips | On July 1, 2026 NIH issued a Justification and Approval extending the incumbent SOAR contracts twelve months to June 2027. HOPSS, the HHS-wide follow-on with a $3.6B ceiling, is now estimated at an RFP in Q2 FY2027 and award in Q2 FY2028. It is anticipated as a small business set-aside, and none of the five SOAR incumbents still qualify under the $19M size standard. | Directional | RFP estimated Q2 FY2027 (Jan to Mar 2027); award estimated Q2 FY2028. SOAR runs to June 2027. |
| NIH | Scientific and Technical Support Services IDIQ ($3B): RFP out, award not announced | NIH released the RFP for the $3B, five-year multiple-award IDIQ covering scientific, technical and vaccine research support, with a performance period written to begin September 15, 2026. No award was found on October 5. | Directional | POP was to start Sep 15, 2026; award not announced as of Oct 5. Under the CR, slippage is the base case. |
| ARPA-H | ADVOCATE awards named: $62.7M to build the first FDA-authorized clinical agentic AI | On September 9, 2026 ARPA-H named six ADVOCATE teams across three technical areas: Atman Health, Tempus AI and UpDoc build patient-facing heart failure agents; Stanford leads the disease-agnostic supervisory agent that monitors them; Duke and Kaiser Permanente run the live health-system deployments. Total $62.7M over 39 months, up to $33.7M in year one. Patient-facing performers must submit an FDA authorization package within 24 months. | Directional | Awarded Sep 9, 2026. FDA authorization packages due within 24 months; supervisory layer is the follow-on prize. |
| ARPA-H | Business Innovation Division has a Director; the HCA question is open | ARPA-H's People page now lists Catherine Stevens as Director, Business Innovation Division, the billet in recruitment since April 2026 that the vacancy announcement described as the agency's highest acquisition authority with Head of Contracting authority. The HHS HCA roster, last fetched August 25, still names Deputy Director Benjamin Bryant as Acting HCA. Health Science Futures also has a permanent Director (Gene Civillico) and Scalable Solutions lists no leadership. | Verified | Listed Oct 5, 2026. HCA designation pending the HHS roster. |
| FDA | Leadership settles: CDER, CBER and CTP directors permanent; a Deputy Commissioner for Technology and AI | FDA's leadership profiles page (content current September 9, 2026) lists Michael Davis (CDER), Karim Mikhail (CBER) and Bret Koplow (CTP) as Director, no longer Acting, and adds Jared Seehafer as Deputy Commissioner for Technology and Artificial Intelligence. The Commissioner (Kyle Diamantas) and the CIO remain Acting. SIRCE II, the recompete of the $400M REI Systems inspections, recalls and compliance BPA, issued its RFI on February 19, 2026. | Verified | Leadership as of Sep 9, 2026. SIRCE II: RFI stage; no solicitation as of Oct 5. |
| IHS | PATH EHR: soft go-live at Lawton on August 1, and FY2027 RPMS lines on the forecast | IHS announced the soft go-live of PATH EHR's registration and scheduling capabilities for the Lawton Service Unit on August 1, 2026, with active patient and Tribal demographic records migrated from RPMS. GDIT builds and runs the Oracle Health platform under the $2.5B IDIQ. IHS is also the one HHS operating division writing dated FY2027 forecast lines: RPMS First Data Bank, CSMT AIX support, RPMS CHIT certification and a Navajo Area RPMS replacement line all sit in Q1. | Verified | Lawton soft go-live Aug 1, 2026; clinical go-live follows. IHS Q1 FY2027 solicitations per SBCX. |
| CDC | Electronic case reporting: expansion support awarded while the forecast stays dark | OrangeSlices reported on September 11, 2026 that J Michael Consulting, with Deloitte, won a new CDC contract to support nationwide eCR expansion: onboarding, validation and operations across healthcare organizations, EHR vendors, jurisdictions and health information networks, with emphasis on rural, tribal and underserved providers. Value not reported. CDC's own forecast still carries no FY2027 row with a solicitation date. | Directional | Awarded Sep 11, 2026 (reported). CDC forecast unrefreshed; watch SAM.gov directly. |
| GSA | Where the NITAAC work lands: Alliant 3 live, OASIS+ onboarding, SEWP VI on November 1 | Alliant 3 is live (Notice to Proceed March 10, 2026, 43 Phase 1 awardees of a planned 76, ordering through March 2031 plus a five-year option). OASIS+ Phase II apparent-awardee announcements continue. SEWP VI go-live is planned for November 1, 2026 with SEWP V extended through January 31, 2027. The Office of Acquisition Solutions Development owns MAS, Alliant 3, Polaris and OASIS+ after the May 1 FAS reorganization. | Verified | Alliant 3 ordering now; SEWP VI Nov 1, 2026; SEWP V to Jan 31, 2027. NITAAC's last order Oct 29 pushes demand here. |
| HHS/ONC | TEFCA and information blocking: January 1, 2027 is the practical lock date | QHIN participation is de facto required and information-blocking enforcement keeps tightening under the HTI rule series. The individual access services schedule runs from October 1 toward July 1. ONC itself reshuffled: Sam Kaardal is Chief of Staff and the Policy deputy seat is no longer listed on healthit.gov. | Verified | Jan 1, 2027 for QHIN alignment; IAS milestones Oct 1 to Jul 1. |
| TRICARE | T-5 Managed Care Support and TPharm5: option years executing | Humana (East) $7.34B CY2026 option and Evernorth pharmacy $719.4M executing; TPharm5 reported near $4.29B. Option-year execution across the T-5 portfolio, with the FY2027 Private Sector Care Program requested at $22.18B and recapture pulling Prime enrollee volume back toward military hospitals. | Verified | Option years in execution. Recapture (signal 5) is the demand-side variable for 2027. |
| DHA | Medical Q-coded support staffing: the 11-firm pool and the insourcing budget collide | DHA selected 11 companies for the unrestricted pool of a potential 10-year, about $43B follow-on for medical staffing support across military facilities. The FY2027 budget then cut $331.9M of contract services and funded civilian hires to replace contracted clinical support labor. Both are true at once; the pool is the vehicle, the budget sets the volume. | Verified | Pool established; task-order competition over the POP. Volume follows the FY2027 appropriation and the recapture plan. |
| SBA / Gov-wide | 8(a) restructuring and set-aside vehicle migration | Race-neutral eligibility determinations and pressure on 8(a) sole-source positions keep pushing small-business work toward vehicle-based competition (OASIS+ SB, SEWP VI, GSA MAS, 8(a) STARS III). The NITAAC sunset accelerates it for health IT. | MMT projection | Ongoing through FY2027. The Oct 29 NITAAC date and Nov 1 SEWP VI go-live are the forcing events this quarter. |
Deep Dive: Priority Signals
The highest-priority signals expanded with sourced intelligence — what is funded, what changed, the competitive read, and the action window. Every material claim carries a confidence label and a primary source. The remaining signals are summarized in the table above; reply to the newsletter to request a deep dive on any of them.
01
CCN Next Gen Dental (36C10G26R0004): awarded
What it funds
A single national dental network for community care. VA's release puts the ceiling at $30B over ten years and the population at 9.1 million enrolled Veterans across every state and territory. The scope is general and specialty dental care, preventive services and pharmacy support, with the network scheduled to be fully implemented within a year of award.
What changed
This is the first standalone dental vehicle in any CCN generation, and it went single-award. Earlier tracker and trade coverage described a small multiple-award set-aside; the solicitation, posted December 15, 2025 with proposals due March 16, 2026, was a single-award national network IDIQ, and that is what VA bought.
Competitive landscape
Optum Serve already holds CCN medical regions and now owns dental nationally. The near-term market is the build: provider recruitment and credentialing, provider directory data, claims processing, utilization review and member services, all on a twelve-month clock. The losing offerors' debriefings and any protest are the only thing that slows that clock.
Timeline
Award September 30, 2026. Full implementation within a year of award. The CCN Next Gen Medical IDIQ remains in source selection.
If you lost: get the debriefing on the calendar and decide on a protest inside the 10-day clock. Everyone else: Optum Serve has to stand up a national dental network in twelve months, which means credentialing, provider data, claims and call-center capacity bought fast. Specialty subs with dental network operations or provider-data experience should be talking to Optum Serve's community care team now, before the staffing plan hardens.
02
FY2027 opens on a continuing resolution to December 11
What it funds
Everything, at last year's rate. P.L. 119-103 continues FY2026 appropriations for all twelve bills from October 1 through December 11, 2026, a 72-day stopgap. It carries the usual anomalies and the usual restrictions: no new starts, no production increases, no reprogramming into activities FY2026 did not fund.
What changed
After a 43-day shutdown last year, this one passed early and wide. The CR was signed September 2, so agencies planned the quarter knowing the rate. What it does not do is release FY2027 growth: DHA's digital health increase, VA's OIT new starts and the CMS Q1 solicitations that need FY2027 money all wait on the full-year bill or run on FY2026 authority.
Competitive landscape
Incumbents gain time: bridges and option exercises are the path of least resistance under a CR. Challengers gain visibility: draft RFPs, industry days and forecast refreshes keep moving even when awards do not, and the agencies that publish dated forecasts (CMS monthly, VA on the GSA forecast tool, IHS in SBCX) are telling you what fires first when the money lands.
Timeline
October 1: FY2027 begins under the CR. November 3: midterm elections. December 11: CR expires. December 12: funding gap unless Congress acts.
Sort your pipeline into three piles: options and recompetes that execute at last year's rate under the CR, new starts and growth lines that wait for a full-year bill, and anything with a December 12 cliff. For DHA and VA that means the insourcing cuts and the digital health growth both arrive together when the real bill passes. Price December as a month of continuity actions, not awards.
03
NITAAC sunset: CIO-SP3, CIO-SP3 SB and CIO-CS end October 29
What it funds
The three governmentwide IT vehicles NIH has run for health and civilian agencies: CIO-SP3, its small business companion, and CIO-CS for commodities. The HHS Senior Procurement Executive's determination, issued under EO 14240 and OMB M-25-31, ends new ordering on October 29, 2026 and winds the program down through December 31, 2028.
What changed
The reported CIO-CS follow-on is gone and CIO-SP4 was cancelled in January 2026, so this is a sunset without a replacement. Since June 8, 2026 no new order may extend beyond December 31, 2028, which caps how much runway a last-minute order can buy.
Competitive landscape
GSA inherits the demand. Alliant 3 is live, OASIS+ is onboarding its second phase, MAS is the default for commodities, and 8(a) STARS III covers the set-aside work CIO-SP3 SB carried. Firms on the NITAAC vehicles that lack a GSA position are the ones exposed; firms with GSA positions and health IT past performance are the ones that pick up the orphaned requirements.
Timeline
June 8, 2026: performance cap of December 31, 2028 on new orders. October 29, 2026: last day to award. December 31, 2028: NITAAC ceases program functions, including fee collection and assisted-order administration.
Holders: every customer with FY2027 work on CIO-SP3 or CIO-CS needs an order signed by October 29 or a plan to move it, and the move is to GSA MAS, Alliant 3, OASIS+ or 8(a) STARS III. Map each active order to its exit vehicle now and put the recompete on the customer's calendar before December 31, 2028 forces it. Non-holders: the NITAAC book of business is in play for the first time in a decade; the agencies that bought health IT through CIO-SP3 need a new home for it.
04
FY2027 Military Health System budget: recapture moves money from support labor to capability
What it funds
The Defense Health Program request splits into a Combat and Operational Medicine Program and a Private Sector Care Program requested at $22.18B, up 6.7 percent on price alone. Inside In-House Care the request reduces contracted labor and funds the people and systems to run the hospitals: civilian pay up $52.8M, digital health up $200.4M, Improve Wartime Readiness up $51.0M, combat casualty care data and trauma systems up $38.6M.
What changed
Recapture is the organizing strategy. The Director's four lines of effort and a core group of 15 hospitals bring complex care back inside, with VA and civilian partnerships at priority locations. Contractor FTEs in In-House Care fell by 1,260 from FY2025 to FY2026 before this budget was written, so the direction is already in motion.
Competitive landscape
MTF support contractors face descoping and consolidation at option or recompete; the budget's own words are cost efficiency and the consolidation of services. The growth is in digital health implementation, integration and clinical workflow, in partnership administration at the Core 15, and in medical logistics and materiel offices moving into the hospitals. The House appropriation and NDAA section 724 back the account split; the Senate NDAA stalled after the July 14 cloture failure.
Timeline
October 1: CR at FY2026 rates. October 8: EO 14426 discharge records deadline. December 11: CR expires. January 1: magnet clause. January 6: contract review. A full-year appropriation releases both the cut and the growth.
Map every MTF support task order you hold to the three function families the budget names for insourcing, with option dates and whether the facility is a likely priority hospital. Build a priced transition and knowledge-transfer offer before the government asks. Then move growth capture to the lines that rise: digital health first, partnership administration and readiness operations at the Core 15 second.
05
Deployment Solutions IDIQ (HT003826RE001): 12 primes named
What it funds
On-demand deployment of the PEO DHMS product portfolio, MHS GENESIS included, at CONUS and OCONUS sites including austere and limited-connectivity locations. Five years, $300M ceiling, 12 primes, task orders competed among them.
What changed
The July sheet said awards were imminent and expected six to nine primes. DHA named twelve, a wider bench than forecast, and the ordering clock started in August. Deployment work that used to ride the DHMSM sustainment contract now has its own vehicle while HCDS competes the EHR follow-on.
Competitive landscape
Twelve primes on $300M over five years means thin average share and aggressive task-order pricing. The differentiators the solicitation named still hold: CMMC Level 2, strict data-rights and OCI terms, and the ability to deploy where connectivity is poor. Small and native-owned primes (A Square Group, Deep Mile, Great Hill, Vista Global) give the vehicle set-aside flexibility at the order level.
Timeline
Ordering period August 2026 to August 2031. First task orders are the near-term event.
Not a prime? The specialty-sub window is open: austere and limited-connectivity deployment, OCONUS logistics, CMMC Level 2 readiness and end-user training are the capabilities the primes will buy. Primes: the first task orders set the pattern for five years; staff the capture for the early ones.
06
HCDS, the MHS GENESIS follow-on: RFI closed Aug 30, no solicitation yet
What it funds
The competitive successor to the DHMSM contract that deployed and sustains MHS GENESIS. DHA's planning documents describe integrated solutions, services and program office support: technical integration, human-centered design, product management, help desk, deployment and end-user support.
What changed
The industry input window closed August 30 and the Government has not posted a solicitation. The sole-source bridge to the incumbent (the $1.131B DHMSM IDIQ plus a $263.34M nine-month transition option) carries sustainment in the meantime.
Competitive landscape
Leidos holds the bridge and the installed base. The acquisition strategy explicitly wants a faster commercial-tech refresh and shorter recompete cycles, which is the opening for challengers with Oracle Health depth and large-scale deployment records. The new Deployment Solutions IDIQ (signal 6) takes deployment work off this contract's plate, which narrows HCDS toward integration and product management.
Timeline
Special Notice October 29, 2025; draft strategy feedback January 9, 2026; industry input closed August 30, 2026; solicitation not yet posted as of October 5, 2026.
The shaping window is closed. Spend the gap on the two things the eventual proposal will turn on: a past-performance story at Federal EHR scale with VA interoperability in it, and a commercial technology refresh cadence faster than the incumbent's. Watch SAM.gov for the draft RFP; under the CR, an award before a full-year bill is unlikely.
07
FY2027 OIT recompete wave: VA's own forecast dates the big lines
What it funds
VA's Office of Information and Technology pipeline as VA itself publishes it. The health-IT lines at $10M and up include Enterprise Cloud Brokerage Service ($1B to $1.9B, solicitation dated August 10), Identity Credential Access Management ($250M to $499M), Information Security Innovation, Continuous Readiness and Audit Support ($250M to $499M), Enterprise AI ($50M to $99M), and OMEGA 2, Onboarding, Management, Engineering, Governance and Assurance Services ($500M to $999M).
What changed
VA's forecast moved off the OSDBU page (now a 403) to the governmentwide tool GSA hosts, with rows touched as recently as September 4. The FY2026 fourth-quarter monsters carry solicitation dates that have passed: Health Services DevSecOps ($500M to $999M, July 13), the ERP ITSM follow-on ($500M to $999M, June 26), Infrastructure Engineering and Operations ($250M to $499M, July 11), Cybersecurity Architecture and Engineering ($100M to $249M, July 22). Two of those now have award reports (signals 11 and 12).
Competitive landscape
Q2 FY2027 stacks three Infrastructure Operations lines with January 1 solicitation dates: Application Services ($250M to $499M), Application Hosting Compute and Storage ($100M to $249M) and Mainframe Services ($20M to $49M). OMEGA 2 is a veteran set-aside, so SDVOSB primes with T4NG2 positions are the field.
Timeline
Q1 FY2027 (October to December): Cloud Brokerage, ICAM, Information Security Innovation, Enterprise AI. December 1: OMEGA 2 solicitation. January 1: Infrastructure Operations lines. October 28: Data Analytics Service Line support solicitation.
Put OMEGA 2 on the calendar today and treat the Q1 lines as draft-RFP season. If a line's forecast date passed and you never saw a solicitation, the date slipped and the forecast did not: ask the TAC contracting officer, do not assume. Under the CR, expect industry days and drafts before awards.
08
Q1 FY2027 is when CMS says the IT money fires
What it funds
CMS enterprise IT and program support as CMS forecasts it. September's file carried 51 rows; nineteen came off since August (awarded or pulled, including the ServiceNow enterprise license, Smart Card Management Systems and MAC Jurisdiction 8) and eleven went on (Data.CMS.gov, Enterprise Portal Service, the Common Working File follow-on, the CMMI Analysis and Management System, the MA and Part D plan monitoring recompete, the Shared Savings Program recompete and others).
What changed
The workbook moved: the August page is gone and the file now lives under Work With Us, Business Resources, Contract Opportunities. September itself was loaded (Integrated Data Repository, Federal Services Systems Support and Oversight with GDIT defending, the Enterprise Privacy Policy Engine recompete, Remote Identity Proofing with Experian defending, PS&R/STAR). Q1 FY2027 is the next stack.
Competitive landscape
Incumbents are named in CMS's own rows where they matter (Bellese on HQR, GDIT on FSSSO). The Rural Health Transformation support line is the first contract-side opening on the $50B state program. Data.CMS.gov and Cloud Enablement are the two lines where a smaller cloud and data shop has a real shot.
Timeline
October 2: FISS maintainer. October 5: HQR ARBOR. October 15: CCIIO Security and Privacy. October 26: Data.CMS.gov. October 30: Cloud Enablement. December 1: Modern Claim Adjudication and Rural Health Transformation support.
This is the only agency in federal health that tells you the month. Pull the October 1 workbook when it posts, diff it against September, and staff the two or three lines you can win. Under the CR, expect the solicitations on schedule and the awards to drift toward the full-year bill.
09
HOPSS: SOAR extended to June 2027, the $3.6B small business recompete slips
What it funds
Professional services across all of HHS: the follow-on to NIH's Scientific Operations and Administrative Resources (SOAR) vehicle, run by NIDA's Office of Acquisitions, with scope widened from NIH to the thirteen operating divisions and the regional offices. Ceiling $3.6B.
What changed
The ordering period that was supposed to begin in spring or summer 2026 did not. The July 1 J&A keeps SOAR alive through June 2027 and the HOPSS estimates moved to an RFP in Q2 FY2027 and an award in Q2 FY2028.
Competitive landscape
Anticipated as a small business set-aside under NAICS 541690. Each of the five SOAR incumbents has grown past the $19M size standard, so the incumbents are out and a new field competes for a department-wide vehicle. That is the structural advantage; the cost is that the award is now two fiscal years away.
Timeline
July 1, 2026: J&A extends SOAR twelve months. Q2 FY2027: estimated RFP. June 2027: SOAR ends. Q2 FY2028: estimated award.
Small businesses under NAICS 541690: this is the rare $3.6B vehicle where the incumbents cannot bid. Use the slip to build the HHS-wide past performance and the teaming bench; the RFP is now a winter event, not a fall one. Large firms: the sub side is the only side.
10
ADVOCATE awards named: $62.7M to build the first FDA-authorized clinical agentic AI
What it funds
A 39-month program to produce the first FDA-authorized agentic AI for cardiovascular care, starting with heart failure. ARPA-H commits $62.7M with up to $33.7M in the first year.
What changed
The July sheet expected awards mid-2026. They landed September 9 with six teams in three technical areas: patient-facing agents (Atman Health, Tempus AI, UpDoc), a supervisory agent (Stanford) and health-system performers (Duke, Kaiser Permanente).
Competitive landscape
The supervisory agent is the strategic seat: a disease-agnostic monitor that flags unsafe recommendations in real time becomes the oversight layer any later clinical agent has to satisfy. Patient-facing performers carry a 24-month clock to an FDA authorization package, which makes regulatory strategy the pacing item.
Timeline
September 9, 2026: awards. Year one funding up to $33.7M. FDA authorization packages within 24 months. Program length 39 months.
The oversight layer Stanford is building becomes the gate for every later clinical agent, so firms building clinical AI should design against it now. Health systems not named Duke or Kaiser: the deployment lessons will be public and the next cohort of sites is the obvious follow-on.
Strategic Context: Ten Weeks of Last Year's Money
The continuing resolution through December 11 freezes two things at once: the cuts and the growth. DHA's FY2027 request takes $331.9M out of contract services and puts $200.4M into digital health, and neither moves until a full-year bill passes. VA's OIT wave, CMS's Q1 lines and the NIH research vehicle all post on schedule under a CR; the awards are what drift. Plan October through December as solicitation season and January onward as award season, and price the December 12 cliff as a real scenario.
The award season that closed with the fiscal year was not small. Optum Serve owns VA community dental nationally for a decade. Twelve primes share PEO DHMS deployment work for five years. ARPA-H put $62.7M behind six teams to build the first FDA-authorized clinical agent. TISTA picked up two VA infrastructure and supply-chain awards. The CCN Next Gen Medical IDIQ, the largest thing on the board, is still in source selection, and the rumor of letters is still a rumor.
Two dates force action this month regardless of appropriations. October 29 is the last day any agency can place an order on CIO-SP3, CIO-SP3 SB or CIO-CS, with no successor and a December 31, 2028 performance cap on anything placed since June. November 1 is SEWP VI go-live. Both push health IT buying toward GSA, where the category offices that used to answer the phone no longer exist. If your vehicle map still says ITC, PSHC or NITAAC, this is the quarter it costs you.
Confidence Key
Confirmed by primary government source: budget documents, GAO reports, statutory text, SAM.gov, Federal Register, or congressional testimony.
Direction confirmed from primary sources; specific dollar figure is MMT analysis derived from primary data.
Requires legislative or regulatory action to take effect. Not yet enacted or in force.
MMT calculation from primary source data. Sourcing and methodology shown in the deep dive.
Confirmed by secondary sources consistent with the pattern; no single definitive primary source.
Primary Sources Consulted
VA
- VA News, Sep 30, 2026: VA awards Optum Serve 10-year contract up to $30 billion
- CCN Next Generation Dental pre-proposal conference slides (36C10G26R0004)
- SAM.gov 36C10G26R0003
- GovCon Wire: VA seeks offers for potential $700B CCN Next Gen Medical IDIQ
- GSA Forecast of Contracting Opportunities, filtered to VA (688 rows, 607 from the Technology Acquisition Center)
- MMT Forecast Delta, Sep 10, 2026
- OrangeSlices, Oct 2, 2026: TISTA wins big at VA, adds $373M in SCM DSO and IE&O contracts
- SAM.gov 36C10B26R0033, Health Services Portfolio Application Development and Operations
- VA News: VA awards second option period to Oracle, Federal EHR Modernization
- VA EHRM: deployment at nine additional sites in 2026
- VA News: IHS leaders follow gains from Indiana Federal EHR go-live
- GovTribe: NTP NextGen PACS (36C10B25Q0189), pre-RFP
- SAM.gov: National Enterprise Imaging Systems RFI
- MMT Premium Capture Corner, Sep 29, 2026: The Receiving End
- MMT, Sep 29, 2026: The Floor at Winston-Salem
Gov-wide
NIH
DHA
- MMT, Oct 2, 2026: The Recapture Year (reads the FY2027 MHS justification, Volume 1, PBA-19, OP-5 and PB-31R exhibits)
- MMT Premium Capture Corner, Oct 2, 2026: Where the Recapture Money Moves
- Washington Technology, Aug 2026: DHA picks 12 for $300M product deployment contract
- GovCon Wire: DHA selects 12 firms for $300M PEO DHMS deployment support
- SAM.gov HT003826RE001
- SAM.gov HT003826X0000, HCDS EHR Follow-on (MHS GENESIS)
- GovTribe listing with response date Aug 30, 2026
- MMT contract tracker: MHS GENESIS / DHMSM bridge
- DHA: Our Senior Leaders (dha.mil Organizational Structure page, fetched Oct 5, 2026)
- MMT Premium DHA org chart
- GovCon Wire: DHA picks 11 vendors for unrestricted pool of $43B follow-on medical staffing contract
CMS
HHS
ARPA-H
FDA
IHS
CDC
GSA
TRICARE
The views expressed are those of the author and do not represent the official position of any organization. This content is for informational purposes only. Verify current solicitation status directly on SAM.gov before making procurement decisions. Confidence levels reflect the author's assessment of sourcing quality — not legal or investment advice.