B.I. INCORPORATED: $229M Department of Homeland Security Contract
Summary
B.I. INCORPORATED, a private company, received a $229M task order from ICE for the Intensive Supervision Appearance Program (ISAP V), which uses technology and case management as an alternative to detention. No publicly traded companies directly benefit, but the contract signals increased spending on immigration enforcement alternatives.
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Key Takeaways
- 1.Private entity B.I. INCORPORATED wins $229M ICE contract for ISAP V, an alternative-to-detention program.
- 2.No publicly traded companies directly benefit; the contract is a tailwind for private-sector electronic monitoring firms.
- 3.HR10259, related to DHS detention facility construction, shares a thematic link but is low-impact.
Market Implications
The contract is not directly investable via public equities. However, the sector of electronic monitoring and case management services may see elevated federal spending, which could benefit private companies or, indirectly, larger defense primes that partner with such firms. No specific tickers can be named with confidence.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 241 separate government actions have converged on Border / Immigration Enforcement. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 185 federal contracts, 37 procurement notices, 10 bills, 8 executive actions and 1 news — it's the clearest early tell that Washington is committing to border / immigration enforcement, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- Procurement noticeU.S. Customs and Border Protection (CBP) Law Enforcement Safety & Compliance (LESC) Directorate 9mm Service and Reduced Hazard Qualification Ammunition · 2024-11-22
- Procurement noticeCONTRACT DETENTION FACILITY � WESTERN DISTRICT OF TEXAS · 2025-03-26
- ContractFISHER SAND & GRAVEL CO: NEW VERTICAL BARRIER BORDER WALL BORDER WITHIN THE TUCSON, ARIZONA SECTOR (TCA), THESE INCLUDE TCA 10-4, SONOITA AND TCA 10-6. · 2025-06-12
- ContractCSI AVIATION, INC: THIS CALL ORDER OBTAINS DEDICATED AND ON-DEMAND CHARTERED FLIGHT SERVICES FOR ENFORCEMENT AND REMOVAL OPERATIONS UNDER THE ICE AIR PROGRAM. · 2025-10-31
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractFISHER SAND & GRAVEL CO: BORDER WALL CONSTRUCTION - VERTICAL BARRIER, BIG BEND TEXAS SECTOR (BBT-2) · 2026-03-05
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-07-22
- Executive actionProclamation: Excluding Certain Canadian Products from Importation into the United States in Response to Continued Discrimination Against the Commerce of the United States with Respect to Dairy · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the Commerce of the United States with Respect to Alcoholic Beverages · 2026-09-08
- Executive actionProclamation: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed to Offset Canadian Discrimination Against the United States with Respect to Motor Vehicles · 2026-09-08
- ContractGARDAWORLD FEDERAL SERVICES LLC: $100M Department of Homeland Security Contract · 2026-10-15
- Procurement notice6973GH-26-R-00177 - MINIATURE UPS KITS � SIR · 2026-10-15
- Procurement noticeExtension to Notice of Request For Information (RFI) - GSA Commercial Helicopter Market Research · 2026-10-15
Full Analysis
- The contract is a delivery order valued at $229 million awarded to B.I. INCORPORATED by the Department of Homeland Security's Immigration and Customs Enforcement (ICE) for the Intensive Supervision Appearance Program (ISAP V). ISAP V provides a cost-effective alternative to detention by using technology (such as GPS monitoring) and case management to ensure compliance with immigration proceedings. 2) B.I. INCORPORATED is a private entity, so there is no publicly traded parent company or direct beneficiary. This limits the direct stock market impact, though competitors in the electronic monitoring space may be affected. 3) Among related bill signals, HR10259 is the most relevant—it requires DHS actions before constructing new detention facilities, aligning with the contract's focus on alternatives to detention. The bill is neutral with a low impact score, but its sector (Defense, Infrastructure) matches the contract. 4) Downstream, private subcontractors in technology monitoring (e.g., GPS ankle bracelet providers) and case management services could benefit, but no public tickers are identifiable. 5) Historically, federal contracts for supervision programs in immigration have been stable but not high-growth, and since B.I. INCORPORATED is private, the public market impact is muted.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
B.I. INCORPORATED: $229M Department of Homeland Security Contract
B.I. INCORPORATED: $211M Department of Homeland Security Contract
B.I. INCORPORATED: $229M Department of Homeland Security Contract
Shut Down Sanctuary Policies Act of 2026
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Restoring Reciprocity in Government Procurement
This Presidential Memorandum directs the Office of Management and Budget, the U.S. Trade Representative, and other federal agencies to identify and remove Canadian-origin items from federal civil procurement where possible, citing Canada's 'Buy Canadian' policies as discriminatory. It also requires agencies to be notified of domestic alternatives and mandates ongoing monitoring of Canada's procurement practices, with provisions for restoring access if Canada changes its policies.
Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support
This executive order revokes Executive Order 13508, which had mandated Chesapeake Bay restoration efforts, and directs federal agencies to prioritize funding for direct, on-the-ground water quality projects. It also instructs the EPA to work with states to assess and encourage the repeal of stormwater management fees (rain taxes) that have burdened residents, aiming to reduce costs while maintaining environmental progress.
Accelerating Access To Veterans' Benefits And Employment Opportunities
This proclamation orders the Secretaries of War and Veterans Affairs to mandate rapid, ongoing digital sharing of military personnel and medical records, deploy AI-powered tools for benefits applications, and update existing IT contracts for interoperability. It also requires the Transition Assistance Program to connect separating service members to specific jobs or training programs before discharge.
Contract Details
Recipient
B.I. INCORPORATED
Award Amount
$228,516,115
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
DELIVERY ORDER
Related Bills
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