The Capstone Marketplace Process:

    1. Get on the Marketplace.  Create a Capstone Marketplace user account.
      1. Review and select a Capstone Marketplace Research Topic
      2. Review the available documents in the Resources Tab, including the SERC Capstone Marketplace objectives
      3. Submit the simplified Expression of Interest (EOI) form.  The EOI form gives us a way to validate responses from academia, and also provides a look at which Research Topics are of high interest. The EOI is reviewed and schools will be selected to receive a request for proposal (RFP) based on open “topics” and funds available.  We would like to maximize potential for Capstone awards to universities who provide reasonable proposals.  The EOI process allows us to avoid “shotgunning” our RFP.
      4. Interested universities that have received an RFP should develop a proposal using the provided Proposal Preparation Instructions.  Faculty are encouraged to write and submit proposals even before student teams are formed, with the university’s commitment that a Capstone team will be identified as a condition for a contract award.
      5. After receipt of an RFP, university Faculty Advisors will be given Capstone Marketplace website privileges that will allow them to receive and review more detailed information on the selected research topic. Contact information for the sponsor or “client” subject matter experts (SME) will be provided. These contacts and resources are intended to allow university teams to submit effective proposals for review by the project sponsor and SERC team.
      6. The most attractive proposals will be selected for Capstone Marketplace awards.  University research teams will be notified of award pr rejection of their proposal. NOTE: As these projects will be official contracts it is critical that university teams consult with their respective sponsored projects offices to review the process and requirements prior to submitting a proposal.  
    2. Award notification is the start of the student research effort.  The first deliverable will generally be a project kick-off meeting, to review the university teams project plan and establish a project schedule and review process that fits the university’s and the government sponsor’s constraints.   The meeting will normally be held in the early weeks of the first semester. Virtual meetings are encouraged where appropriate.   Participants should include:
      1. The university student team & faculty advisor/s,
      2. Client or Gov’t research topic sponsor
      3. SERC Capstone Marketplace representatives
    1. The “Kickoff Meeting” is run by the student team for the government customer .  The kickoff meeting will also be the first contract deliverable.  A complete Project Plan, drafted by the student team should be part of the deliverables presented.   Details on the structure of a Project Plan, Statement of Work, and other guidance will be forthcoming on this website.
    2. There should be a minimum of 3 additional milestone reviews for the client:
      • End of the 1st semester (with a status report deliverable)
      • Middle of the 2nd semester
      • End of 2nd semester (final deliverables)
    3. The final project review should coincide with the end of the 2nd semester: A presentation, demonstration, data package, and final report, suitable for archiving, should be part of the final deliverables.

             NOTE: SERC Capstone prefers that teams follow a 2 semester capstone design sequence; single semester design activities may be approved for some topics.

  1. Project close-out
    • Collect feedback from participants
    • Finalize any disposition of equipment or other contractual issues
    • Discuss potential for follow on research efforts.
    • Provide acceptable project documentation and other data for the government sponsor’s technical archives. 
    • The dispostion of deliverables including mockups, models, prototypes, components materials, etc. will be as agreed between the student team and the government sponsor. The government will have rights to any items purchased and works created under the Capstone contract.  These rights may be waived by agreement and concurrence of the respective government and university contract offices.