Change Request: RQ-IP
Intellectual Property Capability Substitution
Summary of Proposed Change
| Original Commitment | Proposed | |
|---|---|---|
| Category 5: R&D Information Management | Committed | Continue (no change) |
| Category 2: Regulatory & Compliance | Committed | Discontinue |
| Category 1: Intellectual Property | Not committed | Add |
Net effect: Still delivering on 2 CapDev categories as required. One category substitution.
Our Commitment to the Contract
We remain fully committed to delivering genuine capability development as part of this grant. The purpose of this Change Request is not to reduce our CapDev obligations, but to ensure the activities we undertake deliver real, lasting capability value given what we now know about the technical landscape.
We acknowledge:
- The contract requires CapDev activities across at least 2 categories
- Minimum spend of approximately $51,000 (5.18% of eligible costs)
- Activities must genuinely build R&D capability, not simply tick boxes
- Any material changes require approval under Clause 8
We are seeking this discussion proactively, before incurring expenditure, to ensure alignment with Callaghan's expectations.
What We Originally Committed To
Original deliverable: "Establish a centralised research information management system to securely store and organise R&D data, ensuring efficient access, compliance, and integration with other internal systems."
Status: In progress. Gitcode reporting refactored. Continuing as planned.
No change requested. This activity remains relevant and we will complete it as committed.
Original deliverable: "Research and secure resources to understand ensure compliance with health and medical data privacy standards."
Current status: Not commenced. Originally due 30 June 2025.
Why we are proposing to discontinue this activity:
At the time of application, we anticipated building and training our own AI models for healthcare conversations. In that context, understanding healthcare data compliance for model training was critical capability development.
The technical landscape has shifted significantly:
- We are now integrating commercial AI APIs (GPT-4, Claude) rather than training proprietary models
- Compliance requirements for API integration are different from model training requirements
- The compliance questions we face are now more about data flow architecture and API terms of service than healthcare data handling for ML training
- Much of this compliance knowledge is being developed through our R&D work itself, rather than requiring separate external capability building
We are not saying compliance doesn't matter—it does, critically. But the capability development activity as originally framed no longer matches our actual capability gap.
Proposed Replacement Activity
IP Capability Building Programme - July 2026
Proposed activity: A tailored series of half-day workshops upskilling Bridge Point's founders to recognise, protect and leverage the intellectual property created through R&D.
Programme Structure (James & Wells)
| 01 | IP Foundations & Deep Dive Ground the founders in IP essentials and map where value lives. | Kate Wilson |
| 02 | Protecting AI & Software IP What can be patented and what is best kept as a trade secret. | Jason Tuck + Kate Wilson |
| 03 | Customer Contracts & IP Ownership How charging models and terms control who owns the IP. | Jason Wach + Kate Wilson |
| 04 | Data, Privacy & Licensing Data agreements, licences and privacy obligations. | George Jackson + Kate Wilson |
| 05 | Brand & Marketing Collateral Protecting and licensing brand for a tech services firm. | Shaun Hagerty + Kate Wilson |
| 06 | Contingency & Wrap-up Address matters surfaced and consolidate the IP roadmap. | Kate Wilson |
Programme Lead
Kate Wilson - IP Strategist, Registered Patent Attorney (NZ & AU), Fellow NZIPA, M.Sc. (Hons) Physics. First New Zealander named to IAM's global top-300 IP strategists. Kate leads every workshop, connecting each specialist session back to Bridge Point's strategy.
What we will learn:
- What IP is being created through our R&D work
- Whether elements should be protected through patents, copyright, trade secrets, or contractual controls
- How to manage ownership of IP created by external consultants
- How charging models and contract terms affect IP ownership
- Data rights, privacy obligations, and licensing
- How to protect reusable methods and frameworks
Why this is genuine capability development:
This is not legal advice for a specific transaction. It is capability building—developing Bridge Point's internal understanding of how to identify, protect, and commercialise IP arising from R&D activity. The workshop format ensures knowledge transfer to founders, not just deliverables. This capability will persist beyond this project.
Quoted Cost
| Core Foundation (Workshops 1-4) | $20,000 |
| Complete Capability (Workshops 1-6) | $30,000 |
$5,000 per half-day workshop. Follow-up materials included.
Budget Impact
| Activity | Original | Proposed |
|---|---|---|
| R&D Information Management (Cat 5) | $36,000 | $36,000 |
| Regulatory & Compliance (Cat 2) | $15,000 | $0 |
| Intellectual Property (Cat 1) James & Wells - 4-6 workshops | $0 | $20,000 – $30,000 |
| Total CapDev | $51,000 | $56,000 – $66,000 |
Questions for Callaghan
- Is the proposed category substitution (from Category 2 to Category 1) acceptable in principle?
- What documentation or formal process is required to effect this change under Clause 8?
- Are there any concerns with the rationale provided for discontinuing the Regulatory & Compliance activity?
- Is the proposed IP Capability scope and budget ($15K-$25K) appropriate?
Next Steps
- Discuss this proposal with Callaghan contact
- Clarify any concerns or required adjustments
- Submit formal Change Request if approach is agreed in principle
- Procure approved CapDev activities in Q3-Q4 2026
- Submit claims in subsequent reporting periods
Prepared by: Bridge Point
Contract: CONT-96212-N2RD-BRIDG
Change Request: RQ-IP
Date: July 2026