Every market where
government buys.

• $75B federal IT + $13B cyber
• Posture bands: low · moderate · elevated
• NITAAC sunset · Oct 2026

SAM and federal award data already cover 24 civilian agencies — this market runs on the same pipes. NITAAC sunsets October 2026, triggering the largest federal IT recompete wave in a decade.

• ~$5B E-Rate annual cap
• Form 470 = structured public pre-RFP
• 28-day mandated window

Every E-Rate request starts with a Form 470 — public, machine-readable, on a fixed 28-day bidding window. It's the cleanest pre-RFP timing signal in public buying. Rural Health Care runs the same connector next.

• ~$376B/yr Medicaid managed care
• 18–24 month public RFP cycles
• ~40 state buyers

State Medicaid managed-care contracts recompete every 3–5 years on predictable calendars, with single awards running into the billions — the highest-value recompete signal outside defense. VA, HHS, and CMS are already in the record; the state side reads on the same pipes.

• $1.2T IIJA super-cycle
• ~$206B/yr highways
• DOT lettings on fixed schedules

The infrastructure bill set up a decade of public spending on published schedules — state DOTs post bid calendars in advance. Highways, transit, and water all ride the same wave of scheduled lettings.

• ~$47B DOE contracting
• Public power + co-ops addressable
• IOU capex mostly private

Investor-owned utilities negotiate in private, so we don't pretend to read them. We cover the public slice: public power, co-ops, and DOE's large contract vehicles.