Investment Cycle

Public infrastructure projects in Mexico go through various stages, from planning and prioritization to the evaluation of results. Depending on the nature of the project and the applicable legal framework, the responsible entities may conduct procurement procedures through mechanisms such as public tendering, open competitive bidding, restricted invitation, or direct award, among others.

The procedures may provide for different scopes of participation for bidders:

National public tenders: These are procedures in which Mexican individuals or legal entities may participate, in accordance with the requirements established in the tender notice and applicable regulations.

International public tenders under the coverage of treaties: These are procedures in which Mexican companies and companies from countries with which Mexico has entered into treaties or international agreements containing provisions on public procurement may participate.

Open international public tenders: These are procedures in which domestic and foreign bidders may participate, in accordance with the requirements established in the corresponding tender notice.

Once the applicable procurement method and scope of participation have been defined, projects proceed through the various stages of the investment cycle, involving different public agencies and entities in accordance with their respective mandates.

Planning and Prioritization

Strategic Investment Planning Council (CPEI)

It is the body responsible for coordinating the Infrastructure Investment Plan for Development with Well-Being 2026–2030.

Participates in the following stages:

Strategic planning.
Project prioritization.
Monitoring of strategic projects.

Its main functions include:

Defining priority projects for national and regional development.
Coordinating actions to attract public and private investment.
Monitoring the progress of strategic projects.
Overseeing the integration of the National Project Database.

Federal Government Agencies, State-Owned Public Enterprises and Local Governments

These entities are responsible for identifying infrastructure needs and formulating Investment Programs and Projects (PPI).

They participate in the following stages:

Needs identification.
Sectoral planning.
Project formulation.
Preparation of the Medium-Term Investment Program (PIMEP).

Registration and Evaluation

Investment Unit of the Ministry of Finance and Public Credit (SHCP)

It is the unit responsible for administering the Investment Portfolio System (SCI), through which Investment Programs and Projects of the Federal Public Administration are registered.

The information registered in the Investment Portfolio serves as the basis for the programming and budgeting of Investment Programs and Projects of the Federal Public Administration.

Participates in the following stages:

Evaluation.
Registration.
Validation for budget allocation.
Monitoring.

Its main functions include:

Reviewing and evaluating registration applications.
Issuing determinations on the Strategic Assessment Form (FIVE or FIVE-S).
Maintaining the Investment Portfolio.
Managing project registrations, modifications and cancellations.
Monitoring physical and financial progress.

Public Investment Portfolio

The Investment Unit makes the Federal Public Administration’s Portfolio of Investment Programs and Projects available to the public, allowing users to consult projects registered by sector, agency or state.

Procurement, Tendering and Regulatory Compliance

Once a project has been registered in the Investment Portfolio and, where applicable, the corresponding budget availability has been confirmed, the responsible agency or entity may carry out the applicable procurement procedures.

Implementing Agencies and Entities

Participate in the following stages:

Preparation of procurement procedures.
Publication of tender notices.
Evaluation of bids.
Award and contracting.

Depending on the legal regime applicable to each entity, procedures may be conducted through public tendering, open competitive bidding, restricted invitation, direct award, or other mechanisms provided for under the applicable regulations.

CFE

The Federal Electricity Commission conducts its procurement procedures in accordance with its General Provisions and the CFE Electronic Procurement System.

Participates in the following stages:

Procurement.
Technical and economic evaluation.
Award.
Contract administration.

PEMEX

Petróleos Mexicanos conducts its procedures through its own platforms and internal procurement provisions.

Participates in the following stages:

Procurement.
Award.
Contract administration.

SEMARNAT

When required by the nature of the project, it participates through the corresponding environmental assessment.

Participates in the following stages:

Pre-construction assessment.
Environmental authorization.

Among the key instruments is:

Environmental Impact Statement (MIA).

Monitoring and Control

Investment Unit (SHCP)

Administers the Investment Programs and Projects Monitoring Module (MSPPI).

Participates in the following stages:

Physical progress monitoring.
Financial progress monitoring.
Target monitoring.
Compliance monitoring.

The reported information includes:

Scheduled physical progress.
Actual physical progress.
Scheduled financial progress.
Actual financial progress.

Responsible Agencies and Entities

They are responsible for periodically reporting the progress of projects registered in the Investment Portfolio.

CFE and State-Owned Public Enterprises

They conduct monitoring and control activities through the mechanisms established in their internal provisions, including contract administration, technical supervision and execution control.

Ex Post Evaluation

Responsible Agencies and Entities

Once projects have been completed, the responsible agencies and entities conduct ex post evaluations to compare the benefits obtained against the objectives originally established and to generate information for improving future investment projects.