When is the submission deadline?

Submissions are due November 2, 2026. Questions must be submitted by October 26, 2026.

It was issued by Eugene Water & Electric Board. The work is located in Eugene, Oregon, United States.

Who is a good fit for this opportunity?

Financial services or fiduciary administration firm with fund trustee experience. Demonstrated expertise in financial controls, investment management, and fund administration. Experience coordinating with banks and administering public, charitable, or grant-funded funds. Strong capabilities in financial reporting, compliance, and stakeholder communications. Capacity to manage a one-year government contract.

Fund Administrator Services (Due November 2, 2026)

Overview

Environmental, Water & Energy

Eugene, Oregon, United StatesPosted: October 3, 2026Deadline: November 2, 2026

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SUMMARY

A government authority in Eugene seeks a qualified fund administrator to establish and manage a trustee fund, oversee investments and distributions, pursue matching grants, and provide annual financial and program reporting. The contract term is one year.

KEY REQUIREMENTS

Must have been in business providing fund management experience related to aquatic design or aquatic construction valued at least an average of $3 million annually for at least 5 years
Must have experience managing funds with a similar structure and trustee responsibility to the scope of work
Must provide client references for 3 recent contracts providing similar services completed or in progress within the last 5 years
Must provide experience/performance information for key sub-contractors
Must be registered with OregonBuys to submit an electronic proposal
Must combine all documents into one PDF file for submission

CONTRACT DURATION

84 months

TIMELINE

Request for Proposal released: October 2nd, 2026

Voluntary Pre-Proposal Conference: October 14th, 2026

Last day for EWEB to receive questions: October 26th, 2026

Last day EWEB will post Addenda: October 28th, 2026

Closing date: November 2nd, 2026

Responses evaluated: November 12th, 2026

Intent to Award Announcement: November 12th, 2026

Board Approval: December 1st, 2026

Contract Award: December 3rd, 2026

QUESTION DEADLINE

October 26, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Eugene Water & Electric Board

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DESCRIPTION

The government authority in Eugene, Oregon, seeks a fund administrator to establish and serve as trustee of a fund. The selected administrator will maintain strict financial management protocols, prudently manage contributed funds, invest fund monies in interest-bearing accounts, and pursue matching grants where available to increase the benefits of annual contributions.

The fund administrator will solicit, evaluate, and establish a working relationship with a financial institution to receive and distribute fund contributions. The administrator will also oversee all fund initiation, management, and administrative responsibilities.

The selected provider will prepare and distribute an annual report summarizing expenditures over the life of the fund, describing projects undertaken during the prior year, and itemizing fund growth, prior-year expenditures, and total amounts available for future funding proposals. The contract period will be one year. A pre-bid conference is scheduled for October 14, 2026, and questions must be submitted by October 26, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 2, 2026. Questions must be submitted by October 26, 2026.
Who issued this RFP?: It was issued by Eugene Water & Electric Board. The work is located in Eugene, Oregon, United States.
Who is a good fit for this opportunity?: Financial services or fiduciary administration firm with fund trustee experience
Demonstrated expertise in financial controls, investment management, and fund administration
Experience coordinating with banks and administering public, charitable, or grant-funded funds
Strong capabilities in financial reporting, compliance, and stakeholder communications
Capacity to manage a one-year government contract

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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