Ken,
This comes up quite often.
One treasure trove of information is to go to the "Search" feature at the top of the Forum and type in "Evaluation." That will search the Forums and bring you up a great many previous threads, discussions, opinions and example forms (as below).
http://www.naso.org/modelevalform/im...elevalform.pdf
Along with that, I'm sure many will provide input here.
Good luck.