Please feel free to save some paper and download these forms to your local computer. You may email them out as attachments, or copy/paste the URL into an email.
**NEW!**Overhead Recovery Waiver Form (formerly known as ASPO Waiver Form) (pdf)
All waiver requests will be reviewed by the Director's Office. A short justification is required for the waiver, including a description of the impact to SAO if the waiver is not approved. Also attach budgets that show 1) full indirect costs and 2) costs with waiver calculation. Please mail to Nancy Brickhouse.
Management Fee Waiver Form (pdf)
Sponsored Travel Forms
Requirements and Procedures for Sponsored Travel Activity (pdf)
Commitment Form Letter from Sponsor to SAO (pdf)
Sponsored Travel Form is screen savable with Adobe Reader versions 7 and higher – select File>Save As and enter a new file name
Massachusetts State Tax Exempt Form (pdf)
SAO is a sales tax exempt entity in all US states except Arizona and Hawaii. Present this form when purchasing for all
petty cash reimburseable expenses and Divisional/Departmental P-Card transactions.
PO Liquidation via Voucher Finalization Form (pdf)
This form is used to liquidate PO obligations via voucher finalization. This implies there is a
voucher, or an expense, associated with the PO. Check the PO Activity Summary to see if there are vouchers
associated. If there is no voucher activity, you must use the PO Liquidation via Change Order form
found on Purchasing's site in order to liquidate the PO. Do not use either of these forms for requisitions (pre-encumberances).
SAO Petty Cash Voucher Form (pdf) (MS Word)
SI Miscellaneous Reimbursement Quick Reference Guide (pdf)
All Users – Print only pages containing data
Select File>Print… or Printer icon – Print Range Section – Select Pages and either 1-3 for pages 1, 2 and 3 or 1, 3 for pages 1 and 3
To view and save form with data for MAC and cfunix users
MAC Adobe Reader users only
Right Click>Download Form>Open Adobe Reader>Open SAO Petty Cash Form
UNIX users only
Use Default Linux PDF viewer
Whipple Observatory Petty Cash Voucher Form (pdf) (MS Word)
Petty cash voucher form for the Fred Lawrence Whipple Obervatory.
SI/SAO ERP Vendor Enrollment Form with supplemental EFT Form (pdf)
Please refer to this link for general guidelines and requirements. Note: All US based vendors (including all companies, no-fee consultants, Stipend recipients, and contracted consultants) must supplement the vendor enrollment form with an IRS W-9 form per SI-OC policy.
Foreign vendors: please use the WIRE TRANSFER REQUEST form below to specify international banking information, DO NOT USE the supplemental EFT form packaged with the ERP Vendor Enrollment Form. Submit the ERP Vendor Enrollment form appended with the Wire Transfer Request form.
IRS W-9 Form (pdf)
Per policy by the Smithsonian Institution's Office of the Comptroller, all vendors with a US Tax ID Number (TIN) or a US Social Security Number (SSN) must supplement the vendor enrollment form with an IRS W-9 form.
Wire Transfer Request Form (MS Word)
Please fill out the highlighted fields, and submit with the ERP Vendor Enrollment Form or the ERP Invitational Traveler Form.
SAO Task Setup / PeopleSoft Project ID Setup Form (pdf)
SI-707 Property Transaction Form (MS Word)
SAO Department Proposal Form (pdf) (MS Word)
SAO Division Proposal Form (pdf) (MS Word)
SAO Summary Proposal Form (pdf) (MS Excel)