Keep Our Border Agents Paid Act
Summary
S.3681 is a narrow, early-stage bill that guarantees back pay for certain CBP and ICE contractors during a government shutdown. It introduces zero new funding, no change in contract volume, and no market-moving mechanism. Near-term impact is negligible.
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Key Takeaways
- 1.S.3681 guarantees pay for certain CBP/ICE contractors during shutdowns but appropriates zero new funds and adds no contract volume.
- 2.The bill is in early-stage committee referral with minimal cosponsorship—no near-term passage probability.
- 3.No publicly traded company faces a measurable revenue or cost change from this procedural legislation.
Market Implications
There are no market implications from S.3681. The bill does not authorize spending, change procurement, or alter competitive dynamics in any sector. Investors should disregard this legislation for equity allocation decisions. Current price action in Leidos ($LDOS at $147.51, down 5% over 30 days) and TTEC ($TTEC at $2.84) is driven by company-specific factors, not this bill.
⚡ Government Convergence
Active government convergence in this signal’s sector right now.
Over the last 90 days, 169 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 — 123 federal contracts, 23 procurement notices, 15 bills and 8 executive actions — 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
- BillMichel O. Maceda Memorial Act · 2024-12-11
- BillA bill to expand the sharing of information with respect to suspected violations of intellectual property rights in trade. · 2025-08-01
- ContractBARNARD SPENCER JOINT VENTURE: $634M Department of Homeland Security Contract · 2025-09-19
- ContractFISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract · 2025-12-17
- ContractSPENCER CONSTRUCTION LLC: $1.1B Department of Homeland Security Contract · 2026-03-18
- ContractBARNARD CONSTRUCTION COMPANY, INCORPORATED: BORDER WALL CONSTRUCTION FOR EL PASO SECTOR - EPT-5 · 2026-04-24
- ContractSOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract · 2026-05-11
- ContractSLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract · 2026-06-26
- 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
- BillProviding for consideration of the bill (H.R. 4393) to secure the border and reform the immigration laws. · 2026-09-17
- ContractWIDEPOINT INTEGRATED SOLUTIONS CORP: $23.2M Department of Homeland Security Contract · 2026-09-18
- ContractGRANITE CONSTRUCTION COMPANY: $199M Department of Homeland Security Contract · 2026-09-18
Full Analysis
The Keep Our Border Agents Paid Act (S.3681), introduced in the Senate on January 15, 2026, is a procedural bill that would amend the Homeland Security Act to ensure continuing appropriations for excepted employees and covered contractors of five specific CBP and ICE subcomponents during a government shutdown. The bill has been read twice and referred to the Committee on Homeland Security and Governmental Affairs. With only one sponsor (Sen. Rick Scott, R-FL) and one cosponsor (Sen. Justice), it lacks broad bipartisan momentum and is in the earliest legislative stage. The bill text explicitly appropriates 'such sums as are necessary' only during a lapse in appropriations, meaning it does not authorize or allocate any new baseline funding. It provides zero new contract volume, no expansion of scope, and no change in procurement priorities. The mechanism is entirely risk-reduction for a narrow set of federal support contracts tied to border security operations. No market-moving financial mechanism exists. With no real market data showing price movements tied to this bill—and the stock prices of Leidos ($LDOS, down 5.15% over 30 days to $147.51) and TTEC Holdings ($TTEC, up 13.6% over 30 days to $2.84) reflecting unrelated market dynamics—this legislation has zero measurable impact on any publicly traded company. The bill's trajectory faces significant hurdles: it must pass committee, receive floor votes in both chambers, and be signed into law. At current status, it is stalled and has no near-term timeline for advancement.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
Limited confirming evidence — causal thesis exists but few external signals
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
CSI AVIATION, INC: $1.2B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $1.8B Department of Homeland Security Contract
CSI AVIATION, INC: $1.3B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
GRANITE CONSTRUCTION COMPANY: $515M Department of Homeland Security Contract
BCCG A JOINT VENTURE: $874M Department of Homeland Security Contract
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.
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.
Adjusting Certain Delegations Under the Defense Production Act
This proclamation amends Executive Order 13603 to share authority under the Defense Production Act for energy matters between the Secretary of the Interior and the Secretary of Energy, allowing each to act independently, and directs inter-agency dispute resolution via the National Energy Dominance Council and National Security Council, with coordination from the Department of War when national defense is implicated.
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