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Quotation Estimate Occupational Therapist in New Zealand Wellington –Free Word Template Download with AI

Occupational Therapist Professional Services

New Zealand Wellington | Capital Region Health & Wellness

Quotation Estimate No. QTE-WLG-2025-0487
Date of Issue 14 June 2025
Valid Until 14 July 2025 (30 calendar days)
Prepared By Wellington Occupational Therapy Associates Ltd, 42 Lambton Quay, Wellington 6011, New Zealand
Prepared For Client Name / Organisation (to be confirmed upon acceptance)
Service Location New Zealand Wellington – In-home, community, or clinic-based delivery
Contact [email protected] | +64 4 472 8800

This Quotation Estimate has been prepared to provide a comprehensive and transparent financial overview of the Occupational Therapist services that will be delivered to the client within the New Zealand Wellington region. As a registered and accredited Occupational Therapist operating under the New Zealand Health Practitioner Competency Assurance Authority (HPCAA), our practice is committed to delivering evidence-based, person-centred therapy that supports functional independence, community participation, and quality of life for individuals of all ages.

This Quotation Estimate outlines the scope of work, itemised costs, payment terms, and conditions governing the engagement. It is intended to serve as a formal proposal for the client's review and acceptance prior to the commencement of any Occupational Therapist intervention in New Zealand Wellington.

The Occupational Therapist services proposed in this Quotation Estimate encompass a full cycle of assessment, intervention, and follow-up care. All services will be delivered by a fully registered Occupational Therapist holding current HPCAA registration and professional indemnity insurance compliant with New Zealand regulatory standards. The services are tailored to the specific functional needs of the client and may include, but are not limited to, the following areas:

  • Comprehensive functional assessment and goal-setting (home, workplace, or community setting in New Zealand Wellington)
  • Upper limb rehabilitation and fine motor skill development
  • Activities of Daily Living (ADL) training and adaptive equipment prescription
  • Home and workplace ergonomic assessment and modification recommendations
  • Cognitive rehabilitation and sensory integration therapy
  • Pediatric occupational therapy for children and adolescents in the Wellington region
  • Geriatric assessment and fall prevention programmes
  • Assistive technology evaluation and training
  • Interdisciplinary liaison with General Practitioners, physiotherapists, and social workers in New Zealand Wellington
Item Description Qty Unit Price (NZD) Subtotal (NZD)
1 Initial Occupational Therapist Assessment (90 minutes) – New Zealand Wellington 1 285.00 285.00
2 Follow-up Occupational Therapist Therapy Sessions (60 minutes each) 12 220.00 2,640.00
3 Home Ergonomic & Accessibility Assessment – Wellington Region 1 350.00 350.00
4 Adaptive Equipment Prescription & Training (Occupational Therapist supervised) 1 180.00 180.00
5 Written Occupational Therapist Report & Discharge Summary 1 150.00 150.00
6 Travel & Transport within New Zealand Wellington (per session, beyond 5 km radius) 12 18.00 216.00
7 Interdisciplinary Consultation & Case Conference (30 minutes) 2 120.00 240.00
Subtotal (NZD) 4,061.00
GST (15%) 609.15
TOTAL ESTIMATED COST (NZD, incl. GST) 4,670.15

4.1 This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Upon expiry, pricing may be subject to revision based on current Occupational Therapist market rates in New Zealand Wellington.

4.2 Payment is due within fourteen (14) days of invoice issuance. Invoices will be issued on a monthly basis for ongoing Occupational Therapist sessions, with a final invoice upon completion of the full treatment plan.

4.3 A 20% deposit is required to secure the initial Occupational Therapist assessment appointment. The deposit is non-refundable if the client cancels with less than 48 hours' notice.

4.4 All fees are quoted in New Zealand Dollars (NZD) and include 15% Goods and Services Tax (GST) as required by the Inland Revenue Department of New Zealand.

4.5 This Quotation Estimate does not include the cost of assistive devices, orthotics, or specialist equipment. A separate itemised estimate will be provided for any such items prescribed by the Occupational Therapist.

4.6 Cancellations or rescheduling of Occupational Therapist sessions must be communicated at least 24 hours in advance. Late cancellations will be charged at 50% of the session fee.

4.7 All services are delivered in accordance with the New Zealand Health and Disability Commissioner's Code of Health and Disability Services Consumers' Rights and the Occupational Therapy New Zealand (OTNZ) Code of Ethics.

4.8 This Quotation Estimate is subject to the client's acceptance in writing. Acceptance may be provided by signing and returning a copy of this document or by written email confirmation to the address listed above.

The Occupational Therapist providing services under this Quotation Estimate holds a Bachelor of Occupational Therapy (or equivalent) from an accredited New Zealand or internationally recognised institution, maintains active registration with the HPCAA, and is a member of Occupational Therapy New Zealand (OTNZ). All clinical practice in New Zealand Wellington adheres to the latest evidence-based guidelines and the New Zealand Government's Health and Wellbeing Strategy.

Prepared by (Occupational Therapist / Practice Manager):

Name: _________________________    Signature: _________________________    Date: __________

Accepted by (Client / Authorising Representative):

Name: _________________________    Signature: _________________________    Date: __________

Important Notice: This Quotation Estimate is a financial projection and does not constitute a guarantee of clinical outcomes. The Occupational Therapist reserves the right to modify the treatment plan based on clinical assessment findings. All services are provided in New Zealand Wellington and are governed by the laws of New Zealand. For queries regarding this Quotation Estimate, please contact Wellington Occupational Therapy Associates Ltd at the details provided above. This document is confidential and intended solely for the named client.

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