Comprehensive Evaluation for Workplace Medical Accommodations & Specialized Equipment Requests

1. Section 1: Employee Profile & Office Location Metadata

This section captures essential employee identification and workplace location details to establish the request context and ensure proper routing for evaluation and implementation.


Employee Full Legal Name

Employee Unique Identifier

Official Company Email Address

Department or Business Division


Job Title or Role

Employment Classification

Direct Manager Full Name

Direct Manager Email Address

Current Primary Work Arrangement


Expected Return-to-Office Date

Primary Office Location


Building Name or Identifier

Floor Number

Current Desk or Workstation Identifier

Nearest Emergency Exit or Stairwell Identifier

Preferred Communication Methods for Accommodation Updates

Emergency Contact Person Full Name

Emergency Contact Relationship

Emergency Contact Phone Number

Employee Time Zone for Coordination

2. Section 2: Medical Certification & Workstation Restriction Details

Provide comprehensive medical certification details and specific workstation restrictions. All information will be handled confidentially in accordance with privacy policies. Medical documentation must be uploaded to support this request.


Primary Medical Condition Category


Specific Diagnosis or Functional Limitations Description

Primary Healthcare Provider Name

Healthcare Provider Credentials or Medical Specialty

Date of Most Recent Medical Evaluation

Medical Certification Validity Period



Recommended Review Date for Temporary Conditions

Do you have restrictions on continuous sitting duration?


Do you have restrictions on continuous standing duration?


Is a height-adjustable or sit-stand workstation medically necessary?


Do you have specific lighting sensitivity or requirements?


Do you have specific noise sensitivity or acoustic requirements?


Do you have temperature sensitivity or environmental control needs?


Is an accessible pathway or modified office layout required for mobility?


Detailed Description of Functional Limitations Impacting Workstation Use

Upload Primary Medical Certification or Doctor's Recommendation Letter

Choose a file or drop it here
 

Upload Additional Supporting Medical Documentation (optional)

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Have you previously discussed this accommodation need with your direct manager?


3. Section 3: Requested Physical Accommodations & Equipment Specifications

Detail all requested accommodations and equipment specifications. Provide as much technical detail as possible to facilitate procurement and installation. Include justification for each item to support the business case.


Categories of Accommodation Requested

Ergonomic Furniture & Seating Specifications

Item Description

Quantity Required

Required Dimensions (HxWxD cm)

Preferred Brand/Model (if any)

Estimated Unit Cost

Total Item Cost

Medical Justification & Business Need

Height-adjustable desk
1
72-120 x 140 x 80
Varidesk Pro Plus
$450.00
$450.00
Required for alternating between sitting and standing due to spinal stenosis
Ergonomic office chair with lumbar support
1
120-130 x 65 x 65
Herman Miller Aeron
$1,200.00
$1,200.00
Medical necessity for chronic lower back pain and postural support
Footrest with adjustable height
1
15-25 x 50 x 30
3M Adjustable Footrest
$75.00
$75.00
Reduces pressure on lower back and improves circulation
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 
 
 
 
 
 
$0.00
 

Assistive Technology & Specialized Equipment

Device Type

Quantity

Technical Specifications

Compatibility Requirements

Estimated Cost

Purpose and Justification

Large-format monitor (27+ inch)
2
4K resolution, anti-glare
USB-C, Mac/Windows
$800.00
1600
Ergonomic split keyboard
1
Mechanical, programmable keys
USB/Bluetooth, multi-OS
$150.00
150
Vertical ergonomic mouse
1
Adjustable DPI, left-hand option
Wireless USB receiver
$95.00
95
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Detailed Description of Workspace Reconfiguration Needs

Alternative Solutions or Equipment Already Considered

Requested Installation or Implementation Date

Urgency Level for This Accommodation

Will this equipment be shared with other employees or used exclusively by you?


Do you require training to properly use the requested equipment?


Will this accommodation require IT support or infrastructure changes?


4. Section 4: On-Site Space Audit & Facilities Feasibility Check

This section must be completed by Facilities Management or designated workplace assessor. It evaluates the physical feasibility, safety compliance, and implementation requirements for the requested accommodations.


Workplace Assessor Name

Site Assessment Conducted Date

Current Workstation Footprint Dimensions - Length (cm)

Current Workstation Footprint Dimensions - Width (cm)

Are electrical outlets available within 2 meters of the workstation?


Is network data port available or can wireless connectivity support all equipment?


Will structural modifications be required (walls, flooring, ceiling, permanent fixtures)?


Will this accommodation impact HVAC, air circulation, or temperature control for this zone?


Does this accommodation comply with fire safety codes and emergency evacuation protocols?


Is the accessible pathway clearance maintained per accessibility standards?


Will this accommodation impact adjacent workstations or shared spaces?


Implementation Complexity Assessment

Estimated Implementation Timeline in Business Days

Total Estimated Implementation Cost

Recommended Funding Source

Risk Assessment Score (1=Minimal Risk, 5=High Risk)

Is an alternative workspace available if primary accommodation cannot be implemented?


Vendor or Supplier Requirements

Ongoing Maintenance and Support Requirements

Feasibility Assessment Matrix

Not Feasible

Major Challenges

Moderate Challenges

Minor Issues

Fully Feasible

Space availability

Infrastructure compatibility

Budget availability

Timeline feasibility

Regulatory compliance

Safety standards

5. Section 5: HR Business Partner & Facilities Manager Approval

Final review and approval section. All parties must confirm their assessment and authorization before implementation proceeds. Incomplete approvals will delay the accommodation process.


HR Business Partner Name

HR Review Completion Date

I have reviewed all medical documentation and verify it supports the accommodation request

Is the requested accommodation reasonable and does not impose undue hardship?


Have alternative accommodations been considered and offered to the employee?


Has the employee accepted the final accommodation offer?


Is budget approved for this accommodation?


Facilities Manager Name

Facilities Review Completion Date

Technical feasibility confirmed and implementation plan established?


Implementation timeline approved and resources allocated?


Safety compliance and risk mitigation measures verified?


Final Approval Status

Conditions, Notes, or Additional Actions Required

Target Implementation Completion Date

Employee Acknowledgement Signature

Employee Acceptance Date

HR Business Partner Approval Signature

Facilities Manager Approval Signature

Next Review or Follow-up Date

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