Quotation Estimate Occupational Therapist in United Kingdom Birmingham –Free Word Template Download with AI
Midlands Occupational Therapy Services Ltd
142 Corporation Street, Birmingham, B4 7AR, United Kingdom
Tel: +44 (0)121 496 0000 | Email: [email protected]
Company Reg. No: 08765432 | VAT No: GB 123 4567 89
This Quotation Estimate has been prepared by Midlands Occupational Therapy Services Ltd to provide Mr. James Whitfield with a comprehensive and transparent breakdown of the professional Occupational Therapist services that will be delivered at his residence in Birmingham, United Kingdom. The scope of work outlined below has been determined following an initial assessment conducted on 28 May 2025 at the client's home address in the Edgbaston district of Birmingham. This Quotation Estimate reflects current market rates for Occupational Therapist interventions within the Birmingham metropolitan area and is compliant with the regulatory standards set by the Health and Care Professions Council (HCPC) in the United Kingdom.
The following Occupational Therapist interventions have been recommended following the initial clinical assessment. All services will be delivered by a fully registered Occupational Therapist holding active HCPC registration and professional indemnity insurance. The treatment plan is tailored to the client's specific functional needs within the domestic environment of Birmingham, United Kingdom.
| Ref | Description of Occupational Therapist Service | Frequency | Duration | Unit Rate (GBP) | Total (GBP) |
|---|---|---|---|---|---|
| 01 | Initial comprehensive home assessment by a senior Occupational Therapist, including functional mobility evaluation, adaptive equipment review, and risk assessment within the Birmingham residence | One-off | 90 minutes | £185.00 | £185.00 |
| 02 | Weekly Occupational Therapist intervention sessions focusing on upper limb rehabilitation, fine motor skill development, and activities of daily living (ADL) training | 2x per week | 60 minutes | £95.00 | £3,800.00 |
| 03 | Bi-weekly Occupational Therapist home modification consultation, including ergonomic assessment of kitchen, bathroom, and bedroom layouts specific to the Birmingham property | 1x per fortnight | 75 minutes | £120.00 | £960.00 |
| 04 | Provision and fitting of adaptive equipment and assistive technology as recommended by the Occupational Therapist (includes grab rails, shower seat, reacher tools, and kitchen adaptations) | One-off | As required | £1,250.00 | £1,250.00 |
| 05 | Monthly progress review and treatment plan adjustment by the lead Occupational Therapist, including written report to the referring GP in Birmingham | 1x per month | 45 minutes | £75.00 | £300.00 |
| 06 | Family and carer training session conducted by the Occupational Therapist to ensure continuity of care and safe transfer techniques within the home environment | One-off | 120 minutes | £150.00 | £150.00 |
| 07 | Travel and mileage allowance for the Occupational Therapist travelling within Birmingham and the West Midlands region (estimated at 12 miles per session, round trip) | Per session | N/A | £2.50 | £450.00 |
| Subtotal (all Occupational Therapist services) | £7,095.00 |
| VAT at 20% (as applicable under United Kingdom tax regulations) | £1,419.00 |
| Total Quotation Estimate Amount (GBP) | £8,514.00 |
*Please note: Certain Occupational Therapist services may be exempt from VAT where provided under a direct NHS commissioning arrangement. This Quotation Estimate assumes private, self-funded provision. If the client is eligible for NHS funding or local authority support in Birmingham, the applicable charges may be reduced or waived. Please contact our billing team for clarification.
- Validity: This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. After this period, rates for Occupational Therapist services in Birmingham, United Kingdom, may be subject to revision based on market conditions and operational costs.
- Payment Terms: Invoicing will be issued on a monthly basis in arrears. Payment is due within fourteen (14) days of the invoice date via bank transfer to Midlands Occupational Therapy Services Ltd, Birmingham, United Kingdom. Late payments may incur a statutory interest charge of 4% above the Bank of England base rate.
- Cancellation Policy: Appointments with the Occupational Therapist must be cancelled with a minimum of forty-eight (48) hours' notice. Failure to provide adequate notice will result in a 50% charge for the missed session.
- Scope Changes: Should the Occupational Therapist determine that the treatment plan requires modification, a supplementary Quotation Estimate will be issued for the client's written approval before any additional services are commenced.
- Regulatory Compliance: All Occupational Therapist staff are registered with the Health and Care Professions Council (HCPC) and hold valid professional indemnity insurance of no less than £5,000,000. The company operates in full compliance with the Data Protection Act 2018 and UK GDPR regulations.
- Liability: Midlands Occupational Therapy Services Ltd shall not be held liable for any consequential loss arising from the services described in this Quotation Estimate. The client acknowledges that Occupational Therapist interventions are advisory and therapeutic in nature and do not constitute a guarantee of specific clinical outcomes.
- Governing Law: This Quotation Estimate and any resulting contractual relationship shall be governed by and construed in accordance with the laws of England and Wales, United Kingdom. Any disputes shall be subject to the exclusive jurisdiction of the courts of Birmingham.
By signing below, the client confirms that they have read, understood, and agree to the terms set out in this Quotation Estimate for Occupational Therapist services to be provided in Birmingham, United Kingdom. The client further confirms that the clinical information provided during the initial assessment is accurate and complete.
For and on behalf of Midlands Occupational Therapy Services Ltd
Name: Dr. Helen Marsh, Lead Occupational Therapist
HCPC Reg. No: OT-482917
Date: ____________________
Client Acceptance
Name: Mr. James Whitfield
Address: 28 Edgbaston Crescent, Birmingham, B15 2TN
Date: ____________________
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