banner
      
 
FAQ > About the call

 

About the Call

Donation applications

Application assessment

Visit to the institution

Notification and resource delivery

Follow up and verification of donations



Donation applications

1. How can I receive a donation from Nacional Monte de Piedad?
By participating in the call for donation applications, issued by the Board of Trustees of Nacional Monte de Piedad. The call is done every year and it is addressed to all the Private Social Assistance or Beneficence Institutions in the country. Consult the “Call for Applications” section for dates and requirements.

 

2. How can I know when the call for donation applications is issued?
The Call for donation applications is issued every year, usually at the end of the year but not in a fixed date. It is published in our web page and in national newspapers. The Assistance Boards are also informed of it. Visit our web page regularly.

 

3. What do I need to participate in the call?
The call is addressed only to the Private Assistance or Beneficence Institutions. You must fill out an application form and submit the requested documents (in hand or by Internet) by the specified date. Consult the “Call for Applications” Section for dates and requirements.
The basic requirements are:

  • To be legally registered in Mexico as I.A.P. or A.B.P. (according to the Spanish acronym).

  • To support the unprotected and vulnerable groups of the Mexican society.

  • A board of trustees of at least three members

  • To have an authorization issued by the Mexican government (Secretaría de Hacienda y Crédito Público) (or have started the proceedings to get it)  to issue tax deductible receipts.

 

4. What is the process the applications follow?
The process to assign the donations is the following:

 

 

 



5. How can I get a user name and a password to enter the “donation application form” in the Internet?
If you are a first time participant, you will have to send a letter to the Donations Department asking for a user name and a password. This request must be signed by the legal representative. You can also send your request using the Excel form found in the “Call for applications” section, and then you will receive your user name and password.
If you have participated in the call before and do not remember the user name or the password, you should send a letter, signed by the legal representative, to the Donations Department explaining the reasons why you don’t have a user name.

 

6. I have received a password for my institution, but I can’t find it. May I hand over a written donation application form?
No, you have to send it by internet. If you lost your user name, you only have to send a letter signed by the legal representative of your institution addressed to the Donations Department asking for a replacement.

 

7. We are a two-year-old institution. Can we participate in the Call for donations?
Yes, any institution can participate in the call regardless of the years it has been operating.

 

8. Our institution’s goal is the environmental care and the preservation of animals. Are we candidates to receive a donation from Nacional Monte de Piedad?
Yes, Nacional Monte de Piedad supports every kind of Assistance and humanitarian activities, including environmental and animal care.

 

9. Are we likely to receive a donation if it is the first time we participate, or is it necessary to participate more times to be better known?
Any institution can be supported since its first participation in the Call. The donations are given based on the available resources, the institutional assessment, and the presented project. The number of previous participations does not affect the final decision.

 

10. How can I determine in which Fund I can participate?
The institution can participate in the corresponding Fund based mainly in the amount of your expenses during the last year. (If the call is in 2009, you will inform the expenses of 2008). Each Fund has a different limit that is calculated on the basis of a percentage of your expenses. Use the following table to determine the Fund in which you can participate:

Fund

Amount that you may ask for

Type of request that can be done 

Additional considerations

1

The smallest between: 25% of your expenses and 300,000 pesos

Real estate
Moveable assets
Assistance expenses

 

2

The smallest between: 15% of your expenses and 1,000,000 pesos

Real estate
Moveable assets
Assistance expenses

 

3

More than $1,000,000. (only institutions with expenses of 20 million pesos or more)

Real estate
Moveable assets
Assistance expenses

 

4

Up to 35% of the total cost of the project

Real estate and
Moveable assets

Must prove that you have 65% of the project’s total cost


11. Can we participate in several fund categories at a time?
No, the applicants can participate in only one fund category per call.

 

12. If we didn’t have expenses in the referred year, how can we calculate our corresponding fund category?
The institutions that have less than 2 years of operation must consider the following options:
A. If you operated during the whole year, consider the expenses from January to December of the last year
B. If you did not operate during the whole year, annualize the expenses of the months you operated.
C. The smaller of: the estimated income or the expenses for the current year presented to the JAP

 

13. Considering the expenses of our institution we match a specific fund category. Nevertheless, that amount is not enough to carry out our project. How can we apply for a larger amount?
If you participate in Fund 4, your institution may ask for a larger donation than the one corresponding to your expenses; however in this fund category you must fulfill more conditions: To have 65% of your project’s total cost (verifiable) and to request to buy assets.

 

14. For which concepts can we ask a donation?
You can ask for a donation for following concepts:
Assistance expenses: food, medicines, assistance salaries etc.
Assets: to buy furniture, means of transport, computer equipment or real estate, maintenance, construction or facilities remodeling, etc.

 

15. I missed the date to submit the application form, is it possible for me to submit it in another date as an exception?
No. We don't accept late applications and we don´t offer extensions

 

16. What aspects are considered to give a donation?
The donations assignment depends on many things: the fulfillment of the requirements specified in the call, the assessment of the institution, the project’s feasibility and the available resources. You can enter the “Methodolgy” section after entering the “What we do” section to learn more about the aspects considered to assess a request. You can also enter the “To learn more” section where you will find advice on how to improve the structure of your projects.

 

17. How many times can we participate in the call each year?
You can participate once a year in one Fund category only.

 

18. What kinds of projects are supported by Nacional Monte de Piedad?
Nacional Monte de Piedad doesn’t give donations to cover administrative expenses, for projects that don’t have an assistance purpose or for projects that are not considered feasible.

 

19. We received a donation from the financing program of the Mexico City Welfare Institute (Instituto de Asistencia Social del D.F.), that was funded by Nacional Monte de Piedad. Does this mean that we can’t receive another donation the same year?
Not necessarily. Nacional Monte de Piedad establishes a limit of resources to give out each year on the basis of the institution’s expenses (see the criteria established for each fund category). If this amount is totally covered in the financing program of the Social Welfare Institute, we won’t give another donation. Otherwise we might give it.

 

20. We are using the donation that we received last year, Can we participate this year again in the Call, or until we finish using that donation?
You may participate again. It doesn’t matter if you haven’t finished using the resources that were received last year.

 

21. Who should I address if I have any questions?
Dirección de Acciones Asistenciales, Área de Donativos
Phone: 01-55-52-78-17-00 Ext. 1318, 1320, 1322, 1324, 1325, 1753, 1777. Fax: 01-55-52-78-17-00 Ext. 1819.
Monte de Piedad #7, primer piso Col. Centro, CP 06000 México, D.F.


Application assessment

1. How is my application form assessed and who takes part of this process?
There are two main aspects to be evaluated: the institution’s diagnostic assessment and the feasibility of the project. To carry out the assessment we use the information given in the application form, and the information the field researcher gathers when we visit your institution. The financial analyst works togheter with the field researcher to gather and analyze the information that is required to carry out the assessment.

For the institutional assessment we evaluate the quality of your management, which includes budgets, planning, professionalism, and employee satisfaction. We also evaluate the service given to the beneficiaries, as well as the financial self-sufficiency of the institution, that is to say that the institution does not depend mainly on donations given by Nacional Monte de Piedad.

To determine the feasibility of the project we evaluate the problem diagnosis about the problems to be solved, the structure of the project, the experience and ability of the institution to operate it, and the justification of their request.
For more information, consult the Methodology section included in the What we do section.

 

2. What is the importance to my application assessment of submitting the requiered documents on time?
The requested documents are an important information source about your institution and your project. If you submit them on time it is easier for us to assess your application and that speeds up the whole process. If you don’t submit all the requested documents on time you can be eliminated of the process, therefore, you might not receive the donation.

 

3. Our institution doesn't have to obtain a dictum of financial statements?
You must present a copy of the letter addressed to the SAT (Tax payment office in Mexico) where you informed of this situation.

 

4. Which aspects are taken into account to evaluate project feasibility ?
We asses the problem diagnosis presented in the application form, the structure of the project, the requested items, the experience of the project manager and of the other participants. You can learn more about this in the “Methodology” section under the “What we do” tab.

 

5. Is the assessment of our application affected if we don’t answer some of the questions of the request form?
Yes. If you don´t answer all the questions we won’t be able to comprehend the project completely and we won’t have sufficient information to assess the project.

 

6. Who decides if we can receive a donation?
The Assistance Activities Committee issues a proposal, and the Board of Trustees authorizes the donations.


Visit to the institution.


1. Why should I receive a visit from NMP?
During the visit we gather necessary information to evaluate your request for donations. This visit also allows NMP to keep direct contact with the institution and to gain a deeper knowledge of the institution's work.

 

2. What happens if I refuse to receive a visit from the NMP?
Denying NMP personnel access to your premises or not allowing the necessary interviews with your employees or beneficiaries to be conducted is a severe fault in your request for a donation, which causes it to be eliminated from the process.

 

3. The person that shows up at my institution shall identify as NMP personnel?
Yes. All NMP personnel must carry a NMP ID card as well as an official notice of the visit.

 

4. What is the objective of a visit from the NMP?
This visit has the objective of getting to know, in detail, the assistance work of the institution, updating and complementing the information submitted in the application form and verifying the usage given to previous donations, if any. A visit through the premises will take place, documents will be revised and interviews with employees, benefactors and volunteers will be conducted. A preparation guide can be found at the Call for applications section. NMP personnel will get in touch with the institution to schedule the visit in advance.

 

5. Why is privacy requested when employees, volunteers or beneficiaries from my institution are interviewed?
Interviews are considered classified in order to maintain objectivity and transparency in the process, thus, the presence of other people apart from the interviewee, is not permitted.

 

6. Is my evaluation affected based on complying with the requested sample of interviewed volunteers, employees and beneficiaries?
The size of the survey sample to be applied during a visit is determined considering the number of employees, beneficiaries and volunteers at the institution to guarantee that the sample is representative and that the process is held objectively. The interviews are evaluated from an average calculation of the answers from all the participants.

 

7. During the visit many documents are requested. What is measured with this?
Through the visiting process the objective is to complement the relevant information that will allow us to know the level of professionalism of your institution, your planning and follow up mechanisms and to know your needs and the usage of previous donations.

 

8. Does the granting or denial of donations depend on the visit?
The information compiled during the visit is only a reference that allows us to evaluate the institution but it is not the only element considered to assess the request.

 

9. How long does the visit last and what determines the duration?
The visit lasts 4 hours, approximately. This varies according to each institution and the type of beneficiaries population. Interviews can take longer due to the characteristics of the beneficiaries. You will find a guide that will allow you to prepare and speed up the process in the Call for applications section. It is very important to consider that it's not easy to re-schedule visits due to the quantity of institutions aiming to get a donation and the schedule established to attend all the applications.

 

10. How can I know the results obtained from the visit?
When the visit is over, the field researcher will give you a form to be signed that contains the information gathered during the visit. You can check this form and verify the results and comments from the visit. Additionally, a letter that mentions the areas of opportunity for your institution detected during the visit and along the process will be sent along with the notification letter for your donation.


Notification and resource delivery.


1. How long does it take to get resolution from NMP?
You may consult the calendar in the Call for applications. Reply dates for each fund are specified.

 

2. How do I get notified that my donation has been authorized?
You will be notified by phone, and an official letter will be sent.

 

3. Once I've been informed of a donation, what is the next step?
You will find the instructions that should be followed in the written notification.

 

4. The authorization from the SHCP for tax-deductible receipts has been revoked. What will happen with the donation?
The donation cannot be delivered until the institution gets the SCHP authorization back.

 

5. The legal representative of my institution has changed. What should I do?
If you already have the certified document, you should log on the website and update the corresponding information. Please send by email or bring a physical copy of the certified document to validate the information.

 

6. Why do I sometimes get an authorized donation smaller that the requested amount?
It can due to two factors: First, the availability of resources to assign donations. Second, the justification of the amount requested, based on the requirements of the project. If there are concepts not directly linked to the execution of the project or the achievement of the goals, those concepts will not be supported.

 

7. Does the amount granted depend on how many contestant institutions there are?
The given amounts not only depend on the number of contestant institutions, but also on the available resources for donations, the amounts requested and the quality of the projects presented. Maximum amounts per participant are established for each fund, so that a large number of institutions may be supported.

 

8. I do not agree with the amount granted. What procedure should I follow to have my application revised?
The decision made by the board is indisputable. If you have any doubts about a certain amount that was not granted, you may call the Donations Office for further information.


Follow up and Verification of donations


1. If I already received a donation from NMP, what do I need to do to comply with the verification to NMP?
Once the donation has been used, you must complete and deliver, either physically or via e-mail, the "Donations use report form" that can be downloaded from the Call for applications section. The document must be signed by the legal representative. In the case of e-mail delivery, you must scan the signed document. In addition, you must fill up the donation follow up format that can be found online. To send it, log in the same way you did when completing the donation request application form and click the option "Donation follow up form". This form helps to reflect on the project development, the achievement of the proposed goals and the effectiveness of the follow up mechanisms.

 

2. What is the difference between the verification and the follow up of a donation?
The verification includes the list of expenses covered with the donation granted by the NMP accompanied by proof of the expenses (bills, invoices, etc...). The follow up is focused on the day by day development of the project and the goals reached.

 

3. I have received several e-mails indicating that I must fill the donation follow up. What does this mean?
After using the donation it is necessary to fill the follow up format to inform us about the achievements and goals reached by your project. This format is available in our website where you must log in and click the option "Donation follow up format".

 

4. I was given a donation. When should I start the verification and how much time do I have to submit the report?
Once NMP has informed an institution that it has been granted with a donation, the institution is entitled to use it. The report should be turn in the Donations Area after the project has come to an end (according to the chronogram presented) as soon as possible.

 

5. If I have an unused amount from a donation authorized by NMP. Can it be used in any of the supported concepts?
No, in order to use the remnants of the authorized donations, you must request authorization to spend it in any other concept. The "Change of destination" format must be filled. It can be found within the Call for applications section. This format must be signed by the legal representative and sent to the Donations Area, either physically or by e-mail.

 

6. I received a donation in species that can be used to cover the concepts authorized by NMP. Can I use NMP's resource in any of my assistance activities?
No, a change of destination must be requested, specifying the concepts for which the donation will be destined. The "Change of destination" format must be filled. It can be found within the Call for applications section. This format must be signed by the legal representative and sent to the Donations Area, either physically or by e-mail.

 

7. I was notified there's an observation in my donation verification report. What should I do in order for this not to happen again?
It is necessary for the receipt dates to be posterior to the donation notification and that they correspond to the concepts that were authorized.

 

8. I was notified that there are severe observations in my donation verification report. Will this affect my institution's participation in future contests? Can donations be denied on this basis?
Yes. Please get in touch with the Donations Area personnel.