Please read the instructions carefully before registering in the indicated tabs.
This form aims to collect information about new private investment projects to be included in the Shared Prosperity Portfolio. Please strictly follow the filling guide and include the requested information about the challenges each project faces regarding energy, water, environment, procedures with the Federal Ministry of Economy, and others. Once the form is properly completed, please send it to: portafolio.inversion@economia.gob.mx
Important: Each registered challenge must be clearly and orderly associated with a project or company, the entered procedure, as well as the folio or file numbers. This information should be placed in the pending procedures tab, in the corresponding columns, and related to the corresponding investment project when applicable.
| Field Name | Field Description or Values | Column | Field Type |
|---|---|---|---|
| Company Name or Legal Name | Legal name of the company that will carry out the investment project. | A | Free text |
| RFC | Mexican Tax ID of the company that will carry out the investment. | B | Free text |
| Folio | Numeric project identifier with exactly 25 digits. | C | Free text field |
| Project | Name of the investment project being registered. If no official name exists, use a short descriptive project name. | D | Free text |
| Project Diffusion Level | Disclosure level of the project: Confidential, Restricted, Pending Public Announcement, or Public. | E | Dropdown list |
| Type of Investment | Indicates whether the project is a New Investment or Reinvestment. | F | Dropdown list |
| State | Mexican state where the project will be located. | G | Dropdown list |
| Municipality | Municipality where the investment project will be developed. | H | Free text |
| Investment Objective | Select one objective: Expand an existing manufacturing plant, Develop a new production line, Build a new branch facility, or Other (specify). | I | Dropdown + conditional text field |
| Economic Subsector | Project classification based on a 3-digit economic subsector code. | J | Dropdown list |
| Investment Amount in Million USD | Total investment amount expressed in million USD. | K | Numeric field |
| Country of Origin | Main country of origin of the investment. | L | Dropdown list |
| Country of Origin 2 | Optional second country of origin when applicable. | M | Dropdown list |
| Jobs Generated | Number of direct jobs generated by the project. | N | Numeric field |
| Project Status | Current project phase: Prospecting, Planning, Started, or Completed. | O | Dropdown list |
| Start Year | Year when project execution starts. | P | Numeric field |
| End Year | Estimated year for project completion. | Q | Numeric field |
| Contact Details | Main contact information: name, position, email, and phone. | R | Free text and email fields |
| Additional Comments | Any relevant extra notes, observations, or clarification about the project. | S | Free text |
| Field Name | Field Description or Values | Column | Field Type |
|---|---|---|---|
| Company Name or Legal Name | Company associated with the reported challenge. | A | Free text |
| Project | Project linked to the pending challenge or procedure. | B | Free text |
| Challenge Sector | Sector related to the challenge: Economy, Energy, Environment, Infrastructure, Communications and Transport, Health Regulation, Fiscal, or Other. | C | Dropdown list |
| Institution | Authority or institution where the procedure is processed. | D | Free text |
| Procedure Name | Name of the pending procedure that requires follow-up. | E | Free text |
| Entry Date | Date when the procedure was submitted. | F | Date (dd/mm/yyyy) |
| Due Date | Legal deadline date to resolve the procedure. | G | Date (dd/mm/yyyy) |
| Folio / File / Procedure ID | Folio, file number, or any unique identifier for the procedure. | H | Free text |
| Impact | Briefly describe the economic impact caused by the challenge. | I | Free text |
| Additional Comments | Additional notes relevant to the challenge and follow-up actions. | J | Free text |