Dashboard

The Dashboard is the default landing page for AT-AT users. The AT-AT Dashboard will give users access to their saved work.

Records:

CAS Record Dashboard

The Dashboard is the default landing page for AT-AT users. The AT-AT Dashboard gives users access to their saved work. Users can access different records available for reviewing, editing, or viewing. The CAS Record Dashboard displays records assigned to the AT-AT - Contracting Officers.

Open CAS Records on the Dashboard by clicking the CAS Record ID hyperlink. The CAS Record will be read-only by default; click the Edit button to make changes.

Non-audit CAS Records:

• CAS Record ID
• CAS Priority Level
• Contractor CAGE Code
• Contractor Name
• Type of CAS Record
• Disclosure Statement Title
• CAS Standard Number
• Record Status (Open/Closed)

NOTE: The columns are sortable and filterable.

Record Types

Pipeline Position List

• Assigned – Achieved when an audit report is received and assigned to a Cognizant Contracting Officer.
• Planned – Achieved when the “Target Resolution Date” and “Target Disposition Date” data fields are automatically populated, or manually populated.
• Resolved – Resolution is achieved when:
  • For Final Indirect Cost Rate actions: Management concurred with PNOM or MFR (if no negotiations necessary).
  • For Business System actions: Management concurred with MFR and Initial Determination Letter sent to contractor.
  • For CAS Noncompliance actions: Either management concurred with MFR and Notice of Potential Non-Compliance Letter sent to contractor or Notice of Disagreement with Non-Compliance Letter sent to DCAA.
  • CAS Cost Impact actions: Management concurred with PNOM or MFR (if no negotiations necessary).
  • For all other report types, refer to the applicable DCMA Manual for details.
• Dispositioned – Disposition is achieved when:
  • For Final Incurred Cost Rate actions: Management concurred with PNM or MFR, signed Final Indirect Rate Agreement, and Contracting Officer's Final Decision (COFD) and/or Demand Letter (if applicable) sent to contractor.
  • For Business System actions: Management concurred with MFR and Final Determination Letter sent to Contractor.
  • For CAS Noncompliance actions: Management concurred with MFR and Final Determination of CAS Noncompliance Letter (COFD) sent to contractor.
  • CAS Cost Impact actions: Management concurred with PNM or MDR and COFD and Demand Letter (if applicable). For all other report types, refer to the applicable DCMA Manual for details.
• Deferred – An action is deferred when the contractor of the audit is the subject of litigation or investigation for the years the audit covers. Refer to CAFU manual for details.
• Forwarded – Achieved when the applicable disposition documentation is forwarded by email to the DCAA auditor and any impacted Contracting Officers.
• Archived – Achieved after the record has been “Dispositioned” for two (2) years.

Report Codes and Their Deadlines

Within the AT-AT Application there are ten different types of Reports. Each report type has a specific letter code that it correlates to. Additionally, each report type has two fields that populate within the record: Target Resolution Date and Target Disposition Date. The timeline for these dates varies depending on the Report type selected.

Email Notification for Record Deadlines

Within AT-AT, two tracked Record Deadlines are used to maintain the schedules. Both Record Deadlines abide by GMT. Tracked deadlines vary by Report Code (link).

Tracked Deadlines

Target Resolution Date

• C, D, F, G, H, I, J – Calculated 6 months after the Report Date
• B, K – Calculated 10 Calendar Days after the Date Report Received
• E – When the field is equal to “CAS Noncompliance” the date is calculated 15 calendar days after the Report Date field. When the field is equal to “Disclosure Statement/Cost Impact” the date is calculated 6 months after the report date field

Revised Target Resolution Date (On an AT-AT report the Revised Target Resolution Date field displays if the Target Resolution date field date has passed plus 1 day.)

Target Disposition Date

• C, D, E, F, G, H, I, J – Calculated 12 months after the Report Date
• B, K – Calculated 70 Calendar Days after the Date Report Received

Revised Target Disposition Date (On an AT-AT report the Revised Target Disposition Date field displays if the Target Disposition date field date has passed plus 1 day.)

SOL (Statute of Limitations) Date

• Date auto-populates and automatically calculates 6 years from the "Estimated Accrual/Notice Date."

Record Deadline Examples

The record timer begins on the "Report Date" (Report Codes = C, D, F, G, I, or J) or "Date Report Received" (Report Codes = B, E, H, or K) and notifies users when 25% of the calendar days remain until the record’s deadline “Target Resolution Date” and “Target Disposition Date”. The deadline fields stop tracking and sending deadline emails for “Target Resolution Date” (if Actual Resolution Date hasn't been entered) or “Target Disposition Date” (if Actual Disposition Date hasn't been entered) and instead, if the date entered in those fields have past or if Revised Target Resolution Date and Revised Target Disposition Date are entered, the following deadlines will be tracked: “Revised Target Resolution Date” and “Revised Target Disposition Date”. When 75% of the calendar days are reached, the system will email the assigned user every 7 calendar days, notifying them of the upcoming due date. Each of the deadlines has their own separate notification sent.

Ex. for Target Resolution Date: If a Claims and Equitable Adjustments report has a Report Date of March 1st the Target Resolution Date is September 1st, which is 185 days out from the Report Date. On July 17th, when they reach 25%, or 46 days left, of their time remaining until the record deadline, the user will receive an email notification.

Ex. for Revised Target Resolution Date: Target Resolution date is September 1st and today is September 4th. The Revised Target Resolution Date field displays.

Target Resolution Date is September 1st and today is August 31st. The Revised Target Resolution Date field does not display.

Search

All registered AT-AT users can use the Search Record in the Audit Tracking and Action Tool (AT-AT) application.

Search Criteria

Buttons:

• Search
• Reset
• Cancel

NOTE: At least one search criterion is required to perform a search.

Search Results

AT-AT Search Results Columns:

• Record ID
• CAGE Code
• Contractor Name
• Action Type
• Report Class
• DCAA Audit Report Number
• Report Number
• Memo Number
• Report Date
• Contracting Officer Name
• Contracting Officer DoDAAC
• Contracting Officer's Supervisor Name
• Contract Number
• UEI
• Pipeline Position

Buttons:

• Export Results
• Reset Filter
• Refine Search
• New Search

Search for Non-audit CAS Records

All registered AT-AT users can use the CAS Record Search in the Audit Tracking and Action Tool (AT-AT) application.

AT-AT CAS Record Search Process

1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/).
2. Open the Audit Tracking and Action Tool (AT-AT) by clicking the 'AT-AT' icon.
3. Select Search CAS Record under the AT-AT navigation section or use the record tables on the Dashboard.
4. Find the CAS Record and click the CAS Record ID hyperlink to open the record.
5. Enter CAS Record search criteria.

Search Criteria

Use the CAS Record Search page to find CAS Records in AT-AT.

Search Criteria:

• CAS Record ID (parameters Contains / Starts With / Equal To)
• Contractor CAGE Code (parameters Contains / Starts With / Equal To)
• Contractor Name (parameters Contains / Starts With / Equal To)
• Contracting Officer DoDAAC (parameters Contains / Starts With / Equal To)
• Contracting Officer Name (parameters Contains / Starts With / Equal To)
• Contracting Officer's Supervisor Name (parameters Contains / Starts With / Equal To)
• Type of CAS Record (options: Initial Disclosure Statement / Revised Disclosure Statement / and CAS Noncompliance)
• CAS Priority Level (options: Select / 1 / 2 / 3 / 4 / 5 - "Select" will return all records)
• In litigation (options: Yes or No)
• Record Closure Status (options: Open or Closed)

Buttons:

• Search
• Reset

NOTE: At least one search criterion is required to perform a search.

After entering the search criteria, click the Search button. The search results display on the same page.

Search Results

Search Results display below the Search Criteria and allow new searches without leaving the page. Locate the record and click the CAS Record ID hyperlink to open the record.

CAS Record Columns:

• CAS Record ID (Hyperlink to open the record as read-only by default; click the edit button to make changes.)
• CAS Priority Level
• Type of CAS Record
• Contracting Officer DoDAAC
• Contracting Officer Name
• Contractor CAGE Code
• Contractor Name
• Disclosure Statemen
• CAS Standard Number
• In litigation
• Record Closure Status

Buttons:

• Export Results
• Reset Filter

Exporting Search Results

Click the Export Results button to save an excel copy of the current search results.

Sample File Name: AT-AT_CasRecords_SearchResult_20230919_100432.xlsx

Exported Columns:

• CAS Record ID
• CAS Priority Level
• Type of CAS Record
• Contracting Officer DoDAAC
• Contracting Officer Name
• Contractor CAGE Code
• Contractor Name
• Disclosure Statement Title
• CAS Standard Number
• In Litigation
• Record Closure Status

Download Search Results

AT-AT has a Download Search Results feature that saves the Search Results to an Excel file to use off the web; all AT-AT users use this feature. The downloaded Search Results displays all current information from the Search Results table including, all information returned as part of the table from the Search Results.

AT-AT Download Search Results Process

1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/).
2. Open the Audit Tracking and Action Tool (AT-AT) by clicking the ‘AT-AT’ icon.
3. Select Search under the AT-AT navigation section.
4. Enter Search Criteria and click the Search button.
5. After Search Results are displayed, click the Download button.
6. An excel file downloads to the local machine and contains the same information returned in the Search Results table.

Search Criteria

The AT-AT Search page is used to search for Records within the workflow.

Buttons:

• Search
• Download
• Bookmark
• Cancel

NOTE: At least one search criterion is required to perform a search.

Search Results

Search Results display below the Search Criteria and allow new searches without leaving the page. Locate the document and click the Document ID number hyperlink to open the document.

AT-AT Search Results Columns:

• Record ID
• Report Number
• Report Date
• Report Class
• DCAA Audit Report Number
• Direct Questioned Cost SubRecord Number
• CAGE Code
• DUNS
• UEI
• Contractor Name
• DoDAAC
• Pipeline Position
• FICR Record Number
• CAS Record Identification Number
• CAS (AIT) Lead

Transfer Record

AT-AT Users with access to Transfer Record:

• AT-AT Regions/HQ Monitor:
  • Level 2 can transfer within their Group and below
  • Level 3 can transfer within their Regions and below
• AT-AT Contracting Officer: can transfer within their CAGE Code
• AT-AT Monitor: can transfer within their Location Code

Only users assigned to the record may transfer it to another user.

NOTE: AT-AT Regions/HQ Monitor can transfer the record without being assigned as long as it is within their DoDAAC; the transferred record may also be self-assigned.

Transfer records to another user to prevent the record from being lost or delinquent due to inactivity to comply with DoDI 7640.02 and DCMA Manual 2201-04. Ensuring the process for contract audit and action follow-up is completed on time.

Transfer Record:

1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/)
2. Open the Audit Tracking and Action Tool (AT-AT) by clicking the 'AT-AT' icon
3. Within the AT-AT dashboard in the 'My Work' section or within the Search Results page, locate the record to transfer
4. Click the Record ID number to open the record in view-only
5. Click the Transfer Record button at the bottom of the page to populate a 'Lookup and Select a User to Transfer Record' text box
6. A list of Monitors and Contracting Officers based off the user's registered role appears.
7. In the text box, enter a valid name or phone number for the designated transferee if their name is not already visible.
8. Select the appropriate user from the dropdown
   1. An optional 'Transfer Comments' window displays.
9. Once the designated person is selected, click the Transfer button
10. A success page displays

Print Record

Roles that may print records:

• AT-AT Contracting Officer
• AT-AT Monitor
• AT-AT Region/HQ Monitor

Certain users may print records within the AT-AT System. There is a “Print Record” button on record pages, which allows users to print records. Upon clicking the button, the system will display a confirmation pop-up.

Delete a Record

Roles that may delete records:

• AT-AT - Monitor - Level 2 or level 3

Monitors may delete records from the AT-AT system. There is a "Delete Record" button on the record pages. Upon clicking the button, the system will display a delete confirmation popup. Click the "Confirm" button on the popup to permanently delete the record from the system.

Delete Non-audit CAS Records

The roles that may Delete the CAS Record and is managed by span of control:

• AT-AT – Region/HQ Monitor

Search for a record via the Search CAS Record navigation menu option. Open a record by clicking the CAS Record ID hyperlink. Click the Delete Record button.

Page Name: Confirm Delete

Are you sure you want to delete this CAS Record? The record will not be recoverable.

Click the Delete button.

Buttons:

• Cancel
• Delete

A success screen displays.

Page Name: Success

CAS Record was successfully deleted.

Record Information:

• CAS Record ID
• Status
• Action Date

View a Record

AT-AT users can search and view records created in the Audit Tracking and Action Tool (AT-AT).

AT-AT Record Search Process

1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/).
2. Open the Audit Tracking and Action Tool by clicking the 'AT-AT' icon.
3. Select Search or CAS Record Search under the AT-AT navigation section or use the document tables on the Dashboard.
4. Enter the Search Criteria, and click the Search button.
5. Find the applicable AT-AT Record and click the Record ID number hyperlink to open the document.

Search Criteria

The Record Search page is used to search for records in the application.

• Report Class (options: Reportable / Non-Reportable)
• Record ID (parameters: Contains / Equal to / Starts with)
• DCAA Audit Report Number (parameters: Contains / Equal to / Starts with)
• Report Number (parameters: Contains / Equal to / Starts with)
• Memo Number (parameters: Contains / Equal to / Starts with)
• Pipeline Position (options: Assigned / Planned / Resolved / Deferred / Dispositioned / Archived)
• Contractor Name (parameters: Contains / Equal to / Starts With)
• Contracting Officer DoDAAC (parameters: Contains / Equal to / Starts With)
• CAGE Code (parameters: Contains / Equal to / Starts With)
• Contract Number (parameters: Contains / Equal to / Starts With)
• UEI (parameters: Contains / Equal to / Starts With)
• Contracting Officer Name (parameters: Contains / Equal to / Starts With)
• Action Type (options: CAS / CBS / FICR / SubRecord / Form 1 / Terminations / Other)
• Report Date From
• Report Date To
• Contract Officer's Supervisor Name (parameters: Contains / Equal to / Starts with)

Buttons

• Search
• Reset
• Cancel

Search Criteria - Search CAS Record

The Search CAS Record page is used to search for CAS records in the application.

• CAS Record ID (parameters Contains / Starts With / Equal To)
• Contractor CAGE Code (parameters Contains / Starts With / Equal To)
• Contractor Name (parameters Contains / Starts With / Equal To)
• Contracting Officer DoDAAC (parameters Contains / Starts With / Equal To)
• Contracting Officer Name (parameters Contains / Starts With / Equal To)
• Contracting Officer's Supervisor Name (parameters Contains / Starts With / Equal To)
• Type of CAS Record (options: Initial Disclosure Statement / Revised Disclosure Statement / and CAS Noncompliance)
• CAS Priority Level (options: Select / 1 / 2 / 3 / 4 / 5 - "Select" will return all records)
• In litigation (options: Yes or No)
• Record Closure Status (options: Open or Closed)

Buttons

• Search
• Reset

Search Results

• Record ID
• CAGE
• Contractor Name
• Action Type
• Report Class
• DCAA AUdit Report Number
• Report Number
• Memo Number
• Report Date
• Contracting Officer Name
• Contracting Officer DoDAAC
• Contracting Officer's Supervisor Name
• Contract Number
• UEI
• Pipeline Position

Buttons:

• Export Results
• Reset Filter
• Refine Search
• New Search

Search CAS Results - Search Results

• CAS Record ID (Hyperlink to open the record as read-only by default; click the edit button to make changes.)
• CAS Priority Level
• Type of CAS Record
• Contracting Officer DoDAAC
• Contracting Officer Name
• Contractor CAGE Code
• Contractor Name
• Disclosure Statemen
• CAS Standard Number
• In litigation
• Record Closure Status

Buttons:

• Export Results
• Reset Filter

From the returned results, click the Record ID of the desired document to open it.

When viewing a record, different buttons display, dependant on the user's span of control, assigned role, and the type of record being viewed.

Viewing a Record - Buttons

• Transfer Record (Button displays when a Monitor, Region/HQ Monitor, or CO views a record and the record's Contracting Officer DoDAAC falls within their span of control)
• Assign to Me (Button displays when a Monitor or Region/HQ Monitor views a record (including subrecords) and the record's Contracting Officer DoDAAC falls within their span of control
• Delete Record (Button displays when a Region/HQ Monitor views a record (including subrecords) and the record's Contracting Officer DoDAAC falls within their span of control)
• Delete Form 1 (Button displays when a Region/HQ Monitor views a Form 1 record and the record's Contracting Officer DoDAAC falls within their span of control)
• Transfer Form 1 (Button displays when a Monitor, Region/HQ Monitor, or CO views a Form 1 record and the record's Contracting Officer DoDAAC falls within their span of control)
• Reopen and Assign to Self (Button displays when a Monitor, Region/HQ Monitor, or CO views a closed (standard, Form 1, or subrecord) record and the record's Contracting Officer DoDAAC falls within their span of control)
• Print Record
• Back

NOTE: The DCMA Level 2 Region/HQ Monitors always have span of control and are able to transfer and assign records to any AT-AT Monitor or CO with an active PIEE account.

NOTE: The DCMA Level 2 Region/HQ Monitors always have span of control and are able to delete any records.