Whole Planet Foundation's Call for Applications: Latin America and the Caribbean

Completing the Application

Thanks for your interest in Whole Planet Foundation’s Call for Applications, across Latin America and the Caribbean. The application below will likely take between 2 -3 hours to complete. We encourage you to draft your answers in a separate document and only enter them here when you are ready to submit.

Applicants should review project requirements, in this blog, before applying. If you have several unique programs or methodologies that are aligned with Whole Planet, feel free to submit a separate application for each.

Note: The application is the same regardless of which Whole Planet Fund you are applying for. Those that do not have methodologies described in Whole Planet’s 4 standard funds, may skip question #19 and submit a special request under question #20.

When your application has been submitted, you will receive an automated email. You may expect a response from Whole Planet Foundation, regarding your application, within 2 months of receiving the application.

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* 1. Name of organization

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* 2. Website URL

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* 3. Name(s) of point of contact

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* 4. Email(s) of point of contact

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* 5. Whatsapp number(s) of point of contact, please include country code.

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* 6. Year organization was formed

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* 7. Legal status of organization

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* 8. Does your organization have an annual external audit? If no, please comment on whether you plan to get one in the future.

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* 9. Please describe your organization’s ownership structure.

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* 10. In which countries do you operate?

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* 11. In which country are you seeking Whole Planet funds, as described in this application?

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* 12. Currency to be used on this form

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* 13. Total number of branches of your institution

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* 14. Total number of staff

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* 15. Operational Self Sufficency (as a %)

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* 16. Value of net income from previous fiscal year

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* 17. Will your organization distribute dividends in the next 3 years? If so, please explain briefly.

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* 18. Please describe your organization’s mission, value proposition, and a summary of your business model. (Please do not exceed 250 words; bullet points are fine.)

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* 19. If your organization has a program aligned with one of Whole Planet's 4 funds (Economic Opportunity Fund, Resilient Farmer Fund, Food Security Fund, or Energy and Water Fund), please answer the questions below.

Which Whole Planet Fund are you aligned with? Please mention the 1 you will describe below.

What is the name of your methodology/product/service?

How many beneficiaries would you like to reach under this methodology over the next 3 years? What amount of funding would it require to do so and what would that funding cover?

When did your organization begin to offer that methodology?

What are the defining characteristics of your approach? Please emphasize the ways the program helps beneficaries to generate income.

What are the eligibility requirements for beneficiaries?

Please share Pricing information, including how beneficiaries are charged and/or paid, as well as the repayment terms.

How many beneficiaries have you reached with this methodology?

What is the average ticket size per beneficiary?

What is the typical profile of beneficiaries and how do you target vulnerable populations?

How has your organization measured your social impact; please provide data on how these clients have increased income and improved their quality of life.

If relevant, describe the Portfolio Quality of methodology/product: For organizations providing beneficiaries with loans or advanced payments, please indicate the value of write-offs and the value of PAR30 (%) of the methodology you’re describing in this application, as listed on your previous Financial Audit. PAR30 (%) is the value of loans that are more than 30 days late/total value of outstanding loans. Alternatively, indicate the historical repayment rate of this methodology/product, as a percentage. For organizations that don’t use any of these indicators, please indicate the quantitative indicators you use to gauge project success and appropriate utilization of external funds.

If relevant, using the same indicators described above, please describe your portfolio quality at the institutional level.

If relevant, what are your institution's policies around delinquency management? Please comment on your use of the legal system and external debt collectors.

Please propose how you would use Whole Planet funds for a 1-year project of $50,000 or a 3-year project up to $500,000, noting that Whole Planet funds cannot be more than 30% of Total Assets. Include details regarding the location of the project, the client demographic, how WPF funds would be used, and why your organization qualifies for Whole Planets free, subsidized funding.

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* 20. If your organization does not currently manage projects aligned with one of Whole Planet’s 4 funds, but you wish to propose a project under our “Special Request” category, please complete the following.

What is the name of your methodology/product/service?

How many beneficiaries would you like to reach under this methodology over the next 3 years? What amount of funding would it require to do so and what would that funding cover?

When did your organization begin to offer that methodology?

What are the defining characteristics of your approach? Please emphasize the ways the program helps beneficaries to generate income.

What are the eligibility requirements for beneficiaries?

If relevant, please share Pricing information, including how beneficiaries are charged or paid, as well as the repayment terms.

How many beneficiaries you’ve reached with this methodology?

What is the average ticket size per beneficiary?

What is the typical profile of beneficiaries and how do you target vulnerable populations?

How your organization has measured your social impact; please provide data on how these clients have increased income and improved their quality of life?

If relevant, descrie the portfolio quality of the methodology/ product you describe above: For organizations providing beneficiaries with loans or advanced payments, please indicate the value of write-offs and the value of PAR30 (%) of the methodology you’re describing in this application, as listed on your previous Financial Audit. PAR30 (%) is the value of loans that are more than 30 days late/total value of outstanding loans. Alternatively, these organizations may indicate the historical repayment rate of these products, as a percentage. For organizations that don’t use any of these indicators, please indicate the quantitative indicators you use to gauge project success and appropriate utilization of external funds.

If relevant, using the same indicators described above, please describe your portfolio quality at the institutional level.

If relevant, what are your institution's policies around delinquency management? Please comment on your use of the legal system and external debt collectors.

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* 21. Whole Planet requires its partners to complete quarterly reports, detailing the number of people that have received WPF funding as well as other institutional data. Does your organization have an Information Management System, Core Banking system, or other system to track all financial transactions and send quarterly reports to stakeholders? Please describe.