Case Document 37-2 Filed 03/18/15 Page 1 of 4

EXHIBIT 

Case 2:15-cv-00102-RSM Document 37-2 Filed 03/18/15 Page 2 of 4

DEPARTMENT OF THE TREASURY
INTERNAL REVENUE SERVICE
WASHINGTON, D.C. 20224

August 28, 2014
LARGE BUSINESS AND
INTERNATIONAL DIVISION

Microsoft Corporation and Subsidiaries
One Microsoft Way
Redmond, WA 98052
ATTN: Michael J. Bernard, U.S. Tax Counsel

SUBJECT: Scheduling of 200406-200606 Examination Interviews
Dear Mike:
Thank you for agreeing to make available for interview the below-listed employees. As
discussed, these will be LB&I examination interviews conducted under the same
guidelines that apply to summons interviews.
We are accommodating your request that these interviews of Microsoft employees be
conducted at your Redmond campus and understand that you have reserved space to
make that possible. In addition to reserving adequate space for the interviewee, the
court reporter and approximately six IRS attendees (as well as whomever you invite),
please arrange for the interview room to be equipped with (i) a phone with a suitable
microphone to allow remote attendees to listen in and (ii) a projector/screen to allow
reference to electronic native files on an as-needed basis. In addition to the interview
room, we also request that an adjacent or nearby break out room with a phone be
provided for our attendees to meet separately if needed.
Please find below a table showing the individuals we would like to interview, the weeks
we would like to conduct each interview, and our ballpark estimate of duration and
general subject matter for each interview:

Name 
 
Week of 9/15 
Taylor L. Hawes  
Richard Berry 
Jeff P. Sargent 
Arthur So 

Anticipated Subject Area 
 
SAP System 
SAP System 
MS Sales 
MS Sales 

1

Estimate of 
Time (Hours) 
 
2 
4 
2 
4 

 Case 2:15-cv-00102-RSM Document 37-2 Filed 03/18/15 Page 3 of 4
Ka Kui Bosco Chau 
Jeffrey S. Raikes 
Terrence R. Crowley 

Business Investment Funds 
Office/ Total Budget 
Office/ R&D Budget 

2 
2‐3 
2 

Office/ Marketing and S&M Budget  
Forecasts 
Servers & Tools/Budget, Open source 
strategy, Developer evangelism 
Servers & Tools/ Budget, Open source 
strategy, Developer evangelism 
Partner Programs 
Windows/Budget, Platforms 
development 
MS Brand & Advertising 
CMG/Branding 
OEM Relationships 

3‐4 
2‐3 

Marketing research and Brand 
Product support services 
Product support services 
PSS‐technical support 
Developer evangelism 
Developer evangelism  
Open source strategy 
Open source strategy 
Channel partner relationships 
(reseller/distributor) 
Channel partner relationships 
(reseller/distributor) 
Channel partner relationships (OEM) 
Channel partner relationships (OEM) 
Company data used in KPMG modeling 

2‐3 
2 
2 
2 
2‐3 
2 
2‐3 
2 

Week of 9/22 
Chris Capossela 
Chris Suh 
Eric Rudder 
Robert Kelly 
Allison Watson 
James Allchin 
David Webster 
David Hamilton 
Nick Parker 
Week of 10/6 
Robert Jeff Hansen 
Lori Moore Ross 
Marlena Werder 
Matthew L. Fingerhut 
Mitra Azizirad 
Timothy R. O'Brien 
Sivaramakichenane Somsegar 
Craig J. Mundie 
Lynne H. Grankel 
Lyndia Kim Frey 
Ann‐Marie Rockwell 
Mathew F. Roberts 
David Guenther 

4 
4 
4 
2 
2 
2 
2 

2‐3 
2‐3 
2 
2 
2‐3 

In addition to the above-listed Microsoft employees, we intend to interview former
KPMG employees Anne Welsh and Brian Burt. We likely will contact KPMG, in addition
to the individuals themselves, to schedule these interviews. If you have current contact
information for either Ms. Welsh or Mr. Burt, or someone you would suggest we contact
at KPMG, we would welcome that information. We hope to arrange an interview of Ms.
Welsh for the week of September 22-26 and anticipate her interview will take most of

2

 Case 2:15-cv-00102-RSM Document 37-2 Filed 03/18/15 Page 4 of 4
the day. We hope to arrange an interview of Mr. Burt the week of October 6-10 and
anticipate his interview will take two to three hours.
To follow up on our discussion on August 28th, in addition to representatives from the
LB&I examination team and IRS Counsel, we likely will have one or more contractors
attend, participate and/or listen in to the interviews. In addition to our economist and
industry experts, this may include outside counsel from Quinn Emanuel retained to
assist LB&I in its evaluation and examination of this matter.
I understand that you would like to initially schedule each interview for only two hours,
rather than some longer period of time. Our goal will be to minimize the amount of time
we spend with each interviewee and the amount of time we need to spend at the
interviews. However, at this point, we anticipate that a number of the interviews likely
will take more than two hours, so we have done our best to indicate in the table above
our ball park time estimate for each interview.
To avoid any confusion, please also find attached a revised version of IDR IE-2209 that
clarifies request No. 1, specifically, the scope of requested documents related to the
Americas Transactions.
If you have any questions, please feel free to contact me at (202) 515-4315.
Sincerely,

Eli Hoory
Special Projects Deputy, Transfer Pricing Operations

cc: Walter Choi
Encl: IDR IE-2209 (Revised)

3