Recompeted

Sixty-Seven Services Orders Ride a Vehicle That Stopped Taking Orders

We joined every services order on our expiring board to the ordering period of the vehicle underneath it. On 127 of 274, worth $19.10B, the door is already shut or shuts before the work does. If you are not on that paper today, the recompete was decided without you.


A seat on a vehicle is an option, and options expire.

Our expiring board refreshed this morning: 1,274 DoD prime contracts over $50M, running out of period between May 4, 2027 and October 25, 2028. The services slice of it, NAICS 54 or PSC R and D, is 388 awards and $92.50B, and 274 of those are orders placed under somebody's indefinite-delivery contract.

So we went and asked the obvious follow-up question about those 274.

"If I wanted a seat on the paper this work rides, is there still a door open?"

We pulled the ordering period of every one of the 215 distinct parent vehicles behind those orders, straight off FPDS, paginated to exhaustion so a late extension could not be missed. 4,511 action records, zero fetch errors, a lastDateToOrder on all 215.

67 of the 274 orders ride a vehicle that has already stopped taking new ones. The median one of those closed 20.2 months ago, and $11.31B is sitting on them.

Another 60 ride a vehicle that closes before the order it carries ends. Median seat window left: 6.2 months (chart below).

The Door Shuts Years Before the Work Does

Add the two and you get 127 orders, 46.35% of the services orders on the board, carrying $19.10B. For every one of them, a firm that does not hold the parent today has no on-ramp left, or less runway than a capture cycle needs.

The remaining 147, $24.13B, sit on paper with a median 25.9 months still to run.

Now, the usual pipeline tool reports all 274 of these the same way: an end date, an incumbent, a dollar figure, a quarter. The end date is the one fact in that row that was never the gate.

The rest of this brief is for subscribers.

The specific solicitations, dockets, and dates to act on sit past this line.

$50 a month, or $500 a year.