Intel Briefs
September FY25 GovCon Intel Brief from GovDash
Stay Ahead in Federal Contracting with the GovDash Monthly Intel Brief
Your trusted, all-encompassing source for the intel that drives results. Built for modern, growth-minded GovCon teams, this monthly briefing is curated by our GovDash experts. It delivers strategic insight to help you move faster, prioritize smarter, and act on intelligence that gives you the edge to compete and win.
GovCon Market & Spending Trends
IRS overhaul puts DOGE in the driver’s seat
DOGE now oversees the IRS's most sensitive systems. The long-awaited modernization comes with higher litigation and compliance risks for contractors.FPDS ezSearch migration to SAM
A major shift in how BD teams access market data. Mastering the new workflow will separate leaders from laggards.NSF & NVIDIA launch AI2
Creates openings for integrators to secure, test, and adapt open-source AI for federal missions.GSA pushes AI adoption
From $1 ChatGPT Enterprise licenses to USAi.Gov, Awards Exploration, and Box OneGov collaboration deals, GSA is lowering barriers for agencies to pilot AI and for contractors to compete.DOE OSDBU expands small business pathways
New structured pathways in cyber, energy, and R&D. Best time for small firms to build DOE relationships.Inc. 5000 highlights hyper-scaling Fed IT firms
Spotlights fast-growing competitors and prime teaming partners before they mature.SECNAV Creates Naval Rapid Capabilities Office
The Navy is consolidating rapid acquisition under a new office while shutting others. Dollars will shift toward agile prototyping and software-defined warfare.
Industry Thought Leadership
DOD AI contract lessons
Mission-first, open architectures, and teaming are now table stakes. Winners add security, trust, and deployment proof.GovDash CEO challenges capture norms
A live RFP showdown call highlights rising frustration with legacy BD tools.Bill Pratt on The Golden Age of UX Clownery
Federal users won’t tolerate half-baked solutions, and contractors who ship intuitive, tested, mission-ready products will win adoption faster as agencies lean into AI-enabled workflows.Brian Lindholm shares highlights from GD4A Industry Day
MDA’s $151B GD4A vision demands speed, resilience, and AI-driven precision. With SHIELD and new NOBLE vehicles opening OTAs, CSOs, and CRADAs, both traditional and non-traditional players can compete.Judy Bradt shares How to Get Your Federal Buyer to “Yes” by Sep 30
Q4 wins come from clarity and trust, not pressure. Skip the boilerplate, offer micro-purchases under $10K, and make life easier for contracting officers. Small wins now set the stage for bigger FY26 awards.DHS centralizes biometrics
Sets up years of integration and AI surveillance work, with added privacy.OMB eyes replacing SAM
Integrated Agency 360 triggers one of the largest multi-agency IT buys in years.Koprince on WOSB underuse
WOSB sole source authority remains underutilized, a key advocacy point for capture teams.FedScoop maps AI leadership under Trump
Essential roadmap of decision-makers for AI/ML contractors.DOGE’s Amy Gleason in LA Times
Signals DOGE’s influence over HHS and VA health IT pipelines.Nicole Tripputi on SBIR reform
Highlights potential shifts in SBIR/STTR funding models, watch the impact on early-stage innovation.
Key Awards & Takeaways
VA/VHA $14 B IHT 2.0 IDIQ Awards
This is a prime/sub structure play. Winning here means not chasing prime spots, but positioning your capabilities where the SDVOSB primes need depth, IT, clinical, analytics, and specialized health program support.CACI’s $1.6B USTRANSCOM win changes the game
Locks CACI into defense logistics IT for a decade. Subcontractors across the supply chain and logistics modernization will feel ripple effects.KBR lands $2.46B NASA human performance contract
Ties KBR’s growth directly to Artemis and deep-space exploration. Expect downstream opportunities for firms in health data and performance analytics.ManTech wins $910M USSOUTHCOM SCITES 2 task
A model case of how incumbency, deep mission knowledge, and positioning on Alliant 2 create a strong defense posture in contested COCOM IT markets.Link Solutions’ $97M DEVCOM win is the small business headline
Beating 13 competitors on ITES-3S shows that small firms can win Army IT work with the right solution-price balance. A positive signal for challengers.GSA–AWS pact touts $1B in savings
Beyond marketing, this underscores the government's commitment to scale cloud efficiencies. For contractors, it signals AI deployments will increasingly ride on hyperscaler infrastructure.Polaris HUBZone & SDVOSB awards slip to post-FY25
Awards slipping beyond FY25 reset near-term pipelines, but also give small firms more time to solidify teaming and readiness.Planet Technologies joins ClearPro on $1.5B Microsoft IDIQ
Expands their delivery footprint across DoD, IC, and USCG. Microsoft ecosystem partners should view this as a rising center of gravity.BridgePhase lands DOD Platform One award
Proof that Platform One is becoming a mainstream software acquisition channel. Agile-friendly vendors should invest in solutions tailored to this ecosystem.
Top Forecasted Opportunities
CMS August forecast signals a crowded FY26 pipeline
Civilian IT’s most competitive landscape is now shaping. Capture teams need to engage two years out to influence requirements.FAA $4.1B SAVES IDIQ
The must-compete vehicle for the FAA and DOT enterprise IT. Downstream task orders will be a defining revenue stream for primes.$50B Rural Health Transformation Program
The next mega-play in telehealth and EHR modernization. Contractors in health IT and value-based care must start forming coalitions now.CBP’s $100M+ Cyber Ops recompete
One of DHS’s flagship cyber programs. High protest risk, but winning positions a vendor as a long-term partner in DHS cyber.FAA PMO Tech Assistance RFI
Sets the stage for a steady stream of integration support. A low-barrier entry point for firms new to FAA.HUD Power BI forecast dashboard
Provides clearer visibility into HUD tech buys. Contractors who leverage this data early will gain a BD timing edge.Air Force SETA support competition imminent
RFP expected in September after a bridge award. Capture teams must align resources now, as this is a contested SETA space.GSA RFI on AI in procurement
Not an incremental change, this is GSA inviting bold ideas to redesign acquisition itself with AI. Firms with credible solutions should lean in.OASIS+ Phase II expands with new domains
GSA has posted draft scoresheets and RFI Q&As while signaling expansion into five new domains. With draft RFPs imminent, contractors should be sharpening domain strategies and teaming plans now.
Leadership & BD Signals
DOD moves CDAO under Research & Engineering
Signals that AI/ML will be embedded in defense R&D. Contractors should frame digital solutions around mission-driven science and prototyping.Army PEO Enterprise restructures to capability portfolios
Vendors aligned to mission outcomes instead of legacy program structures will be better positioned.HHS creates new health tech office
Budget and org chart adjustments suggest the next wave of health IT modernization. Contractors should expect this to be a highly competitive arena.Veterans Experience Office codified into law
Provides permanence and funding stability. For CX and health IT vendors, this is a sustained pipeline opportunity at VA.Gregory Barbaccia named Federal CIO / Chief AI Officer
Expect accelerated policy shifts and acquisition adjustments under his leadership.NOAA appoints Kathryn Shontz as Deputy CIO for Strategy
A key role in shaping NOAA’s data and cloud priorities.ARPA-H CDO Alastair Thomson launches AI strategy
Centers AI in ARPA-H’s innovation agenda. Contractors should align proposals to AI-enabled health solutions.Sharon Woods departs DISA Hosting & Compute Center
Creates a vacuum in DoD hosting and computing. Industry has a window to shape the next phase.Debbie Stephens, former GSA Deputy CIO, joins the industry
Reflects the pull of senior government IT talent into industry, shaping BD and delivery strategies.Victoria Porto joins CISA as Deputy Chief FCO
Signals increased budget oversight at CISA. Contractors should track how this impacts cyber procurement timing.Dorothy Aronson exits NSF CIO role
A loss of a modernization champion. Could slow IT projects, but create influence opportunities for vendors.NIH IT leadership churn creates openings
The NIH CIO’s early exit and NCI’s appointment of Jim Racheff as Acting CIO highlight persistent instability in NIH IT leadership. Opens a path for vendors to propose stabilization solutions.
Protests, Cancellations & Risks
GAO sustains protest on Air Force $121M ISC-2 order
Labor pricing is under the microscope. Expect more scrutiny across USAF IT.DOGE-led cancellations hit VA, HHS, DHS, Treasury, USDA
This is a systemic risk factor. Civilian contractors must expect disruption and build resilience into capture planning.USCIS digital modernization faces protest roadblocks
Both RIVER and MyUSCIS contract awards have triggered immediate protests and stop-work orders. With 20+ losing bidders, litigation is a baseline risk in USCIS IT.GSA OneGov protests target OpenAI & Anthropic deals
Challenges allege inconsistency in GSA’s OneGov AI buys. Watch for heightened scrutiny on how AI is acquired moving forward.
Policy & Compliance Updates
FAR Part 8 mandates Best-in-Class vehicles
OASIS+, Alliant, SEWP, CIO-SP4 holders now have an advantage. Being in the right vehicle is more critical than ever.DOD issues new AI policy for public affairs
Contractors must build AI comms tools with transparency and legal safeguards.White House and CMS secure interoperability pact
Elevates FHIR compliance as a requirement in health IT bids.SBA & FAR overhaul small business rules
Expect shifts in SB eligibility and participation. The strategy needs to be adjusted now.Congress to rewrite DOD contractor performance measures
Potential overhaul of CPARS will directly impact recompete positioning and protest strategies. Capture teams must prepare for new evaluation frameworks.DOJ and HHS tighten the net on healthcare data and compliance
Cross-agency enforcement will expand compliance work but also boost demand for contractors who can secure sensitive health data.SPEED and FoRGED Act reforms advance in NDAA 2026
Streamlines defense acquisition. Contractors should prepare for new prototyping timelines and faster award methods.FAR Part 12 overhaul reshapes contracting norms
Relaxes “Late is Late” and broadens contract types beyond FFP/T&M/LH. Opens flexibility but demands careful documentation.
Upcoming GovCon Events
GovDash Live: New Features That Make Winning Easier (Sep 3, Virtual)
A live walkthrough of the latest GovDash product updates from the team building them. Hosted by Lauren Kazemekas, this session offers new feature demos and behind-the-scenes insights on product development.AFCEA Bethesda Health IT Summit (Sep 3-4, Washington, DC)
Key federal health IT event featuring VA, HHS, CMS, and DHA leaders. A must-attend for firms in EHR modernization, interoperability, and AI in health.The Q4 Federal Contracting Playbook FY25 (Sep 10, Virtual)
Q4 is when 25–30% of federal dollars hit the street, learn how to turn that surge into wins. This session delivers a data-driven playbook for targeting late obligators, sharpening year-end pursuits, and positioning early for FY26.RockITGov GovJam 2025 (Sep 11, McLean, VA)
A hands-on, civic-tech-style workshop that blends federal employees and contractors in collaborative design sessions.GovTechCon 2025 (Sep 11-13, Washington, DC)
Focused on AI, cloud, and cybersecurity in civilian IT. Targets small and mid-tier integrators positioning for GWACs like Polaris and Alliant 3.Engage FedGov (Sep 15, Reston, VA)
Valuable for SBs pursuing FedHealth and FedCiv markets, offering clarity on near-term pipelines.Building your Govcon Market Intelligence Toolkit (Sep 17, Virtual)
Federal data is everywhere, but only the right mix of sources and processes creates a capture edge. Join FedSavvy’s Brian Lindholm to learn how to turn raw data into competitor insights, agency intel, and processes that directly drive growth.ADMP Mission 2025: ADAPT (Sep 18, Virtual)
GovDash’s Brittany Winkler and Parker Miller will co-lead a session on how modern capture platforms and data-driven strategy are transforming contractor success.AFA’s Air, Space & Cyber Conference (Sep 22-24, Arlington, VA)
Expect major DOD policy announcements and prime-sub teaming opportunities in cyber, space systems, and ISR modernization.GovCIO Health IT Summit (Sep 23, Rockville, MD)
CIOs and program managers will discuss data sharing, AI in healthcare, and patient-centric service delivery. Targeted towards VA and HHS pipelines.AFCEA Federal Identity Forum & Expo (Sep 23-24, Chantilly, VA)
With DHS, DOD, and State all present, it’s a must-attend for firms in biometrics, credentialing, and zero trust.National Cyber Summit (Sep 23-25, Huntsville, AL)
A cybersecurity-focused event tied to defense, IC, and critical infrastructure. Access point for contractors looking at Huntsville’s growing federal cyber hub.Proposal Cloud Deep Dive: Time-Saving Features That Win (Sep 24, Virtual)
GovDash’s ProTeam will showcase how Proposal Cloud streamlines the most time-consuming parts of proposal development. This session is designed for capture and proposal teams looking to sharpen their edge before FY26 opportunities hit.GovDash Federal Hot Wash: Turn Last Year’s Lessons Into This Year’s Wins (Oct 8, Virtual)
Judy Bradt and Sean Doherty unpack common pitfalls contractors face in the Q4 buying surge and offer strategies to capture late-year spend.
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