19.01.2015 Views

Download PDF - RR DONNELLEY FINANCIAL

Download PDF - RR DONNELLEY FINANCIAL

Download PDF - RR DONNELLEY FINANCIAL

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

360ºCOMPLIANCE<br />

Comprehensive regulatory services<br />

By <strong>RR</strong> Donnelley Global Capital Markets<br />

1


<strong>RR</strong> <strong>DONNELLEY</strong> AT A GLANCE<br />

More than 145 Years in operation<br />

Nearly 60,000<br />

Employees<br />

600+ Global locations<br />

175+ Manufacturing locations<br />

800+ Issued and pending patents<br />

Approximately $2 billion<br />

Capital investment over the<br />

past five years<br />

For more information, please call or visit:<br />

Global Capital Markets<br />

800.424.9001<br />

www.financial.rrd.com


360ºCOMPLIANCE<br />

TABLE OF CONTENTS<br />

INTRODUCTION............................................................................................. 2<br />

CONSULT<br />

CLIENT SERVICES.......................................................................................... 3<br />

CLIENT EDUCATION....................................................................................... 4<br />

SEMINARS, WEBCASTS AND EVENTS.............................................................. 4<br />

REFERENCE LIBRARY..................................................................................... 4<br />

PLANNING TOOLS.......................................................................................... 4<br />

CREATE<br />

COMPOSITION SYSTEM.................................................................................. 5<br />

ANNUAL REPORTS AND 10-K WRAPS............................................................. 6<br />

PREMEDIA SERVICES..................................................................................... 7<br />

ENHANCED DIGITAL OUTPUTS....................................................................... 8<br />

XBRL TRANSLATION SERVICES....................................................................... 9<br />

VIRTUAL DATA ROOM — VENUE SM ................................................................... 10<br />

NET.filer®....................................................................................................... 12<br />

TRANSLATION SERVICES................................................................................ 12<br />

OUTSOURCING SERVICES............................................................................... 13<br />

DISTRIBUTE<br />

PRINTING AND DISTRIBUTION CAPACITY........................................................ 14<br />

EDGAR FILING SERVICES............................................................................... 14<br />

EZ PROXY®.................................................................................................... 15<br />

EZ XBRL........................................................................................................ 16<br />

Sustainability............................................................................................ 17<br />

<strong>RR</strong> <strong>DONNELLEY</strong> 360°COMPLIANCE SOLUTION................................................ 17


INTRODUCTION<br />

<strong>RR</strong> Donnelley is one of the world’s largest integrated communications solutions companies. Founded more than<br />

145 years ago, our legendary service, global platform and innovative technologies make us the provider of choice<br />

for companies seeking comprehensive financial print and related program expertise.<br />

As a Fortune 250 company, we are committed to excellence. Our in-depth knowledge of the regulatory environment<br />

and year-round client education programming make us the compliance market leader. To continuously deliver<br />

the most full-service compliance program in the industry, <strong>RR</strong> Donnelley has invested approximately $2 billion in<br />

capital, over the last five years, to enhance its infrastructure, customer service and technology.<br />

We are pleased to introduce <strong>RR</strong> Donnelley 360°Compliance. Through our comprehensive compliance offering, we<br />

consult with businesses on critical regulatory insights and leverage our powerful e-solutions and customer service<br />

to create and successfully distribute compliance programs. Our end goal — to make it convenient for you to get<br />

your company’s compliance deliverables to the SEC and key stakeholders, easily, accurately and on-time.<br />

360ºcompliance<br />

CONSULT<br />

DISTRIBUTE<br />

Comprehensive solutions<br />

for year-round regulatory<br />

requirements<br />

CREATE<br />

<strong>RR</strong> Donnelley utilizes Six Sigma for its Service and Operations — further proof of our commitment<br />

to sustained excellence<br />

2


CONSULT<br />

Client Services<br />

Providing 24/7 support from any global location, <strong>RR</strong> Donnelley’s superior client management structure is an<br />

industry differentiator.<br />

Born from the need to deliver around-the-clock service during time-sensitive assignments, your <strong>RR</strong> Donnelley team:<br />

■ seamlessly coordinates all crucial components of compliance projects<br />

■ has decades of real-world experience regarding filing requirements by business category<br />

■ is trained to understand complex project specifications, identify effective solutions and leverage Customer<br />

Service to deliver exceptional client outcomes<br />

For a listing of our other publications<br />

visit www.financial.rrd.com<br />

Visit www.financial.rrd.com > Resources & Tools to view presentations from recent<br />

Hot Topics<br />

Financial Services<br />

Home About Us Careers & Benefits Contact Us<br />

CORPORATE RESPONSIBILITIES<br />

OF PUBLIC COMPANIES<br />

2010 EDITION<br />

Global<br />

LOCATIONS<br />

Capital<br />

Markets<br />

Investment<br />

Markets<br />

Outsourcing<br />

Services<br />

Real<br />

Estate<br />

Translation<br />

Services<br />

Resources<br />

& Tools<br />

Resources & Tools<br />

2009 Archived Events and Transcripts<br />

printer friendly<br />

• Certifications<br />

Archived Events/Transcripts<br />

ANNUAL MEETING<br />

HANDBOOK<br />

Edwards Angell Palmer & Dodge LLP<br />

2010 EDITION<br />

D. Roger Glenn<br />

Providing a General Overview of the State and<br />

Federal Laws and Stock Exchange Rules Related<br />

to Annual Meetings of Shareholders<br />

Latham & Watkins LLP<br />

Craig M. Garner<br />

Jonathan B. Kaplan<br />

• Events<br />

Client Education Seminars<br />

Trade Shows<br />

Women in Law<br />

Empowerment Forum<br />

Archived Events and<br />

Transcripts<br />

2009<br />

2008<br />

2007<br />

• Knowledge Library<br />

• New Forms/Regulations<br />

• Newsletters<br />

• Publications<br />

• Strategic Relationships<br />

• Reference Sites<br />

October 2009<br />

XBRL Compliance Beyond Tier I Accelerated Filers Webcase: October 1, 2009 (Capital Markets)<br />

September 2009<br />

SEC ‘Hot Topics’ Institute, Philadelphia, PA: September 22, 2009 (Capital Markets)<br />

SEC ‘Hot Topics’ Institute, Houston, TX: September 17, 2009 (Capital Markets)<br />

SEC ‘Hot Topics’ Institute, Newport Beach, CA: SEptember 15, 2009 (Capital Markets)<br />

June 2009<br />

XBRL Adoption - A Procdess Roadmap for Tier 2 and Tier 3 Filers Webcast: June 18, 2009 (Capital Markets)<br />

Women in Law Empowerment Forum (WILEF), New York, NY: June 23, 2009<br />

Hot Topics in Cross-Border Securities, Toronto, ON: June 10, 2009 (Capital Markets)<br />

Women in Law Empowerment Forum (WILEF), New York, NY: June 9, 2009<br />

Women in Law Empowerment Forum (WILEF), Palo ALto, CA: June 9, 2009<br />

SEC ‘Hot Topics’ Institute, Seattle, WA: June 3, 2009 (Capital Markets)<br />

May 2009<br />

XBRL Rules, Technology and Solutions Webcast: May 20, 2009 (Capital Markets)<br />

April 2009<br />

XBRL Rules, Technology and Solutions Webcase featuring the NASDAQ OMX Case Study: April 28, 2009 (Capital<br />

Markets<br />

Home | Contact Us | Privacy Policy & Legal Notices | Site Map<br />

<strong>Download</strong> select reference guides from www.financial.rrd.com > Resources & Tools<br />

3


Client Education<br />

With a strong focus on regulatory education,<br />

<strong>RR</strong> Donnelley has access to industry experts and<br />

marketing tools to help make clients aware of vital<br />

regulations and industry news.<br />

SEMINARS, WEBCASTS AND EVENTS<br />

■ SEC Hot Topics — our acclaimed, full-day CLE-,<br />

CPE- and CPD-accredited seminars cover recent<br />

regulatory changes and industry trends<br />

■ Webcasts & Events — our topical interactive<br />

programs cover new SEC mandates and<br />

developments<br />

Reference Library<br />

Planning Tools<br />

■ SEC Alerts — email notifications of major SEC<br />

proposals/final rules, holidays, closings and fees<br />

■ SEC Filing Calendar — our 12-month calendar<br />

highlights essential SEC filing dates<br />

Key filing dates are color-coded for easy reference<br />

MARCH 31, 2010<br />

AF: Late Form NT 10-K Due for<br />

FYE 12/31/09<br />

NAF: Form 10-K Due for<br />

FYE 12/31/09<br />

APC: Form 11-K (Not Sub. to ERISA)<br />

Due for FYE 12/31/09<br />

2010 CALENDAR<br />

■ reference guides — authored by top law firms, our<br />

helpful handbooks cover key securities laws and<br />

regulations<br />

■ newsletter — authored by TheCorporateCounsel.net,<br />

our monthly online bulletin keeps clients abreast<br />

of the latest news in securities law and practice<br />

<strong>FINANCIAL</strong> SERVICES GROUP<br />

We now offer full-service newswire, shareholder communications and board of directors solutions<br />

— contact us for more information<br />

4


CREATE<br />

Composition System<br />

The foundation of <strong>RR</strong> Donnelley’s platform is our single-source document management and typesetting system.<br />

Our sustained quality is ensured by our process — <strong>RR</strong> Donnelley employees have been rigorously trained on<br />

<strong>RR</strong> Donnelley’s robust and proprietary composition platform.<br />

Our system allows us to get clients what they need quickly and accurately. Faster turn times for critical client<br />

work are supported by:<br />

■ a workflow process that adheres to the strict protocols of Six Sigma, a management discipline that ensures<br />

the highest levels of quality and service through rigorous data collection and analysis<br />

■ optimized features that manage documents in numerous formats and instantly execute universal changes<br />

across all document types<br />

■ our ability to independently implement system-wide upgrades<br />

<strong>RR</strong> Donnelley’s Process<br />

Document<br />

Delivery<br />

Process Initiation<br />

Composition<br />

Quality<br />

Assurance<br />

Rush Delivery /<br />

Overnight Service<br />

Approval and<br />

Release Queue<br />

Client<br />

Receipt<br />

An email<br />

arrives from<br />

the client with<br />

a new job<br />

request<br />

Customer Service<br />

creates a project<br />

work order that<br />

initiates:<br />

■ job set-up with<br />

all parameters<br />

■ auto workflows<br />

based on a client’s<br />

location<br />

■ auto conversion<br />

of the client’s<br />

supplied files<br />

Operators format<br />

pages for style<br />

using our proprietary<br />

technology<br />

Content<br />

verification is<br />

optimized by<br />

leveraging<br />

technology and<br />

using certified<br />

proofreaders to<br />

review style and<br />

overall quality<br />

We activate the<br />

strengths of our<br />

globally integrated<br />

service centers to<br />

successfully meet<br />

client document<br />

deadlines<br />

Customer Service<br />

performs a final<br />

quality document<br />

check prior to<br />

electronic delivery<br />

Full proofs or<br />

single-page proofs<br />

are delivered per<br />

client specifications<br />

Powerful review solutions save time — traditional typeset blacklining, marked HTML for EDGAR-only<br />

documents or strikethrough HTML<br />

5


ANNUAL REPORTS AND 10-K WRAPS<br />

As the world’s largest printer, <strong>RR</strong> Donnelley leverages its global platform spanning four continents and nearly<br />

forty countries to create the market’s most complex Annual Reports and 10-K Wraps.<br />

Our expertise is supported by:<br />

■ more than 175 manufacturing locations equipped with powerful presses capable of financial printing and<br />

full-color commercial capabilities<br />

■ a consultative approach that seeks economical printing solutions to maximize your brand without exceeding<br />

printing budgets<br />

Taken collectively, our undisputed customer service, top-flight premedia services and proven production<br />

expertise make us the service provider of choice for shareholder communications.<br />

Hill International, Inc.<br />

Annual Report 2008<br />

Nutrisystem, Inc.<br />

Annual Report 2008<br />

2008 ANNUAL REPORT<br />

8<br />

9,18 7,775<br />

Annual Report 2008 2008<br />

Our team of experts can provide annual report design trends and offer advice as you create this<br />

important document<br />

6


premedia services<br />

With over 40 locations, <strong>RR</strong> Donnelley Premedia<br />

is an additional resource for companies looking to<br />

streamline creative design processes.<br />

By consolidating activities with <strong>RR</strong> Donnelley, your<br />

company gains peace of mind regarding quality<br />

standards and also benefits from cost efficiencies.<br />

Premedia’s worldwide services include:<br />

■ creative services and production<br />

■ photography<br />

■ color services<br />

■ advertising management<br />

■ on-site creative facilities management<br />

■ packaging<br />

■ technology workflow solutions<br />

Our twenty-one creative specialization areas<br />

allow us to create award-winning Annual<br />

Reports and integrated communications<br />

Creative<br />

Specialization<br />

Areas<br />

Art Direction<br />

Brand Development & Management<br />

Catalogs & Retail<br />

Concept Development<br />

Corporate Identity<br />

Creative Design<br />

Direct Mail<br />

Editing & Proofreading<br />

Environmental Graphics<br />

Illustration<br />

In-House Photography<br />

Interactive Design & Development<br />

Internal & External Corporate Collateral<br />

Marketing & Sales Collateral<br />

New Product Launches/Tool Kits<br />

Packaging Design & Implementation<br />

POP & POS Promotions<br />

Print Advertising<br />

Print Production & Prepress<br />

Textbook Design<br />

Web Design & Development<br />

Economies of scale — leveraging <strong>RR</strong> Donnelley’s global platform for comprehensive print, creative,<br />

fulfillment, translations and outsourcing services streamlines project management and delivers<br />

greater client value<br />

7


enhanced digital outputs<br />

<strong>RR</strong> Donnelley’s 360°Compliance presents companies with options. Our technological infrastructure supports<br />

multiple output types and affords clients flexibility with document creation and distribution.<br />

■ HTML, ASCII or <strong>PDF</strong> — our single-source composition system automatically renders multiple file types for<br />

EDGAR filings<br />

■ E-HTML — represents the next wave in interactive document delivery and enables Investor Relations teams<br />

to deliver visually compelling information via the Internet<br />

■ EZBlue® — our proprietary electronic book proof matches the specifications of a physical book for color and<br />

trim size and is equipped with numerous navigational and email features<br />

EZBlue behaves like a physical book on the screen — users both “see” and “hear” the page turning<br />

EZBlue<br />

Prev<br />

Next<br />

Start<br />

End<br />

Goto p. of 11<br />

<br />

<br />

<br />

Thumbnail<br />

Viewer<br />

Zoom In +<br />

Print<br />

Document<br />

Tips<br />

adaptability.<br />

Since 1864 <strong>RR</strong> Donnelley has been a leader in adapting our unmatched printing and<br />

business services offering to changes in customers’ needs, to new technologies, and to an<br />

increasingly competitive worldwide business environment. In the face of never-before-seen global<br />

economic uncertainty, adaptability has never been more important. During 2008 it took the<br />

form of making tough choices about reducing costs to stay in step with demand. It meant<br />

introducing innovative new products and services that draw on sophisticated information<br />

technologies. It was especially reflected in the way that we used our integrated capabilities<br />

to help our customers adapt to their own challenges.<br />

Adapting Through Innovation<br />

Personalizing communications increases their effectiveness. The optimal combination of<br />

speed, quality, and color reproduction was not offered on any commercially available press.<br />

So <strong>RR</strong> Donnelley invented one. In 2008 we introduced and deployed the industry’s first 1200<br />

dots-per-inch four color inkjet web presses. This unique capability has opened the door to a<br />

new generation of digitally-driven marketing and transactional communications.<br />

accountability.<br />

For nearly a century and a half, <strong>RR</strong> Donnelley has been building<br />

an unequaled ability to help our customers prepare, produce,<br />

deliver, and process printed and other integrated communications.<br />

The enduring value that we bring to these relationships draws on<br />

our industry leading scale, innovation, and geographic reach.<br />

These resources are fostered by an intense focus on financial<br />

discipline in every aspect of our business - and exercised through<br />

It is a simple formula. Fewer handoffs equal less potential for finger-pointing.<br />

That’s why <strong>RR</strong> Donnelley has developed end-to-end capabilities that offer single-source<br />

convenience, control, and accountability. We support customers’ projects from when<br />

they are imagined to when the results are tallied and processed. Our prepare-producedeliver-process<br />

resources can help move an idea from the back of a napkin to the front<br />

of the right audience’s consciousness. A simple formula that <strong>RR</strong> Donnelley is uniquely<br />

positioned to execute.<br />

our employees’ deep commitment to operational excellence.<br />

We look forward to the challenges and opportunities that lie ahead.<br />

Helping Customers Remain Compliant<br />

Compliance is not an option. For financial services organizations, compliance takes the<br />

form of complex sets of required communications. So during 2008 we enhanced the<br />

compliance solutions that we offer our customers with the RightProspectus ® document<br />

repository. This online tool offers a better way to track the printed and e-mail delivery<br />

and receipt of investor communications, including prospectuses. For compliance officers,<br />

<strong>RR</strong> Donnelley’s comprehensive compliance offering delivers savings, speed, and perhaps<br />

most precious of all – peace of mind.<br />

5<br />

3<br />

EZBlue delivers an interactive document experience to your global team — distributed by hyperlink,<br />

files are hosted on our secure, encrypted servers and can be viewed from our system or downloaded<br />

to your local desktop<br />

8


xBRL translation services<br />

<strong>RR</strong> Donnelley was the only major SEC filer to achieve<br />

a 100% error-free submission rate with the SEC’s<br />

XBRL mandate for Tier 1 companies. The root of our<br />

success — <strong>RR</strong> Donnelley’s in-depth knowledge of<br />

SEC regulations and interactive data matched with a<br />

unique fail-safe infrastructure.<br />

EZStart, our full-service XBRL translation and filing<br />

solution, is straightforward and seamlessly integrates<br />

with our global platform to drive efficiencies. For<br />

compliance teams, our solution streamlines the XBRL<br />

translation process in several ways:<br />

XBRL solution, <strong>RR</strong> Donnelley also offers a financial<br />

reporting product that integrates XBRL tagging into<br />

your General Ledger.<br />

Whether you choose EZStart or our embedded<br />

solution, rest assured that <strong>RR</strong> Donnelley’s deep<br />

XBRL experience will position your company to meet<br />

interactive data requirements today and into the future.<br />

Our expert team will get you up to speed on interactive<br />

data terminology and help you identify appropriate tags for<br />

your business<br />

■ we perform the initial tagging for your company,<br />

reducing the mapping and XBRL tag validation<br />

process to less than 10 hours<br />

■ your team is not required to learn or install new<br />

software or physically tag financial data<br />

■ dedicated customer service and trained XBRL<br />

experts provide consultation through all translation<br />

and submission phases<br />

<strong>RR</strong> Donnelley EZStart is a turnkey solution and best<br />

for companies that want the guarantee of a proven<br />

XBRL leader. <strong>RR</strong> Donnelley works directly with your<br />

financial team to ensure that they firmly understand<br />

XBRL taxonomies, the mapping process and<br />

SEC requirements — for peace of mind with future<br />

filings. For companies interested in an embedded<br />

Tag<br />

Taxonomy<br />

Instance<br />

Document<br />

A machine-readable “barcode” that<br />

gives a standardized definition for<br />

each disclosure item in an income<br />

statement, SCF or balance sheet,<br />

MD&A or in notes<br />

A “dictionary” of tags for specific<br />

accounting standards (US GAAP,<br />

IFRS), industry segments or companyspecific<br />

disclosures<br />

An XBRL structured document of<br />

company disclosures that is the building<br />

block to view and analyze data<br />

Peace of mind for your XBRL — our 3rd party validation process in conjunction with test filings<br />

ensure that your final XBRL filing, EDGAR HTML and web posting to the SEC are on time and accurate<br />

9


virtual data room — Venue SM<br />

Today’s heavy regulatory environment places tremendous strain on corporate compliance departments. Virtual<br />

data rooms (VDRs) are a necessary tool to help professionals more efficiently prepare, evaluate and store<br />

SEC-bound documents.<br />

<strong>RR</strong> Donnelley Venue is the most secure VDR on the market. A feature-rich portal for effective document<br />

collaboration, Venue is internet-based and ideal for geographically dispersed teams.<br />

Venue is 100% <strong>RR</strong> Donnelley. Our proprietary system is backed by our legendary customer service and is<br />

SAS 70 Type II-compliant, ensuring comprehensive support and reliable security.<br />

Replete with time-saving tools and robust functionality, Venue offers deadline-driven compliance teams<br />

numerous benefits:<br />

■ confidentiality — extensive workgroup and<br />

user-level controls can be easily assigned to<br />

ensure that only designated audiences view, print<br />

or save documents<br />

■ control — our icon-driven permissioning module<br />

lets you quickly and easily assign access rights to<br />

large workgroups in real-time<br />

■ collaboration — easily invite internal and external<br />

users to review financial and shareholder<br />

communications<br />

■ One-Click Reports — rich graphical and data-driven<br />

reports let you efficiently audit your workspace and<br />

user activity history; customizable features make it<br />

easy to highlight key data based on your unique<br />

preferences<br />

■ Google Search — the industry’s most powerful<br />

and accurate search technology is conveniently<br />

integrated into Venue’s secure infrastructure; this<br />

allows you to locate documents with speed, ease,<br />

and confidence<br />

■ archiving — Venue seamlessly functions as<br />

a corporate document repository to post and<br />

organize SEC filings<br />

■ timeliness — a workspace can be set up almost<br />

immediately based on project specifications<br />

■ efficiency — start using Venue immediately, with<br />

little or no training required; Venue mimics the<br />

universally familiar file hierarchy of Microsoft®<br />

Venue is SAS 70 Type II-compliant — our processes and controls are continually tested for<br />

ongoing effectiveness<br />

10


Venue’s One-Click Reports offer real-time analysis and sophisticated filters that let you generate and<br />

tailor essential data easily and quickly<br />

Welcome Donna Garabo<br />

9/25/2009 12:57:35 PM<br />

Eastern Standard Time<br />

Venue Release 2.1 Client Room: Documents Accessed By Group<br />

Report Options<br />

1 of 26 100%<br />

Find Next Select a format Export<br />

Display as Chart<br />

Display as Table<br />

Display Both<br />

Generate Report<br />

Filter Criteria<br />

Association<br />

Group<br />

User<br />

Folder<br />

Date<br />

Visit www.venue.rrd.com or contact us to:<br />

Comprehensive<br />

Venue<br />

Information<br />

■ watch high-level Flash presentations that highlight key benefits<br />

■ view feature-focused product demonstrations<br />

■ learn about real-world client experiences through compelling case studies<br />

■ identify time-saving solutions for enterprise-wide use<br />

■ schedule a live demo — in person or online<br />

Venue’s advanced infrastructure and superior customer service make it the virtual data room of<br />

choice for nearly 20% of Fortune 500 companies<br />

11


Net.filer ®<br />

<strong>RR</strong> Donnelley’s NET.filer is a secure self-service<br />

compliance tool that allows companies to efficiently<br />

and independently file a variety of regulatory forms.<br />

A cost-effective tool, NET.filer is:<br />

■ 100% web-based, accessible 24/7<br />

■ easy to learn with an intuitive interface<br />

■ flexible — it supports 8-K, 6-K, 12b-25,<br />

Section 16 Forms (3, 4, 5) and Correspondence<br />

and Form D filings<br />

■ secure — encryption, password identification and<br />

other fail-safe mechanisms ensure your data’s<br />

protection<br />

For companies seeking a more hands-on approach to<br />

their compliance activities, NET.filer is the right choice.<br />

Translation services<br />

<strong>RR</strong> Donnelley Translations and Multilingual<br />

Communications provides comprehensive translation<br />

and multilingual communications support for key<br />

strategic verticals.<br />

Our team of in-country linguists supports more than<br />

140 languages and dialects and offers key expertise<br />

by subject matter.<br />

<strong>RR</strong> Donnelley Translations is fully equipped to<br />

support businesses that require compliance-specific<br />

document translation. A list of popularly translated<br />

documents includes:<br />

■ Annual Reports<br />

■ Quarterly Reports<br />

■ Shareholder Communications<br />

■ Financial Statements<br />

■ IPOs<br />

■ Prospectuses<br />

■ Legal Contracts<br />

We provide 24/7 project management support<br />

through a network of offices in every time zone —<br />

so client needs are always met.<br />

Translations and Multilingual Communications maintains European Committee for Standardization’s<br />

EN 15038:2006 certification, ensuring that it follows specific and auditable translations processes<br />

12


outsourcing services<br />

Our vertically integrated service platforms effectively<br />

manage your company’s critical projects<br />

<strong>RR</strong> Donnelley Global Services delivers innovative<br />

judgment-dependent outsourced services.<br />

We assume core functions of our clients’ business<br />

through four vertically integrated service platforms<br />

— Accounting Services, Legal Services, Creative<br />

Communications and Research & Analytics.<br />

<strong>RR</strong> Donnelley’s industry-leading subject matter<br />

expertise, advanced technology platform and global<br />

network of state-of-the-art operating facilities allow<br />

us to provide scalable solutions through an optimal<br />

mix of on-site, onshore and offshore resources in key<br />

cities across the globe.<br />

Our unsurpassed global delivery expertise and<br />

networked infrastructure allow rapid implementation<br />

of outsourcing programs to increase savings,<br />

streamline processes and improve productivity.<br />

Accounting<br />

Services<br />

Legal<br />

Services<br />

Creative<br />

Communications<br />

Support for and standardization of<br />

specialized finance and accounting<br />

functions. Capabilities include fund<br />

services, general ledger, financial<br />

reporting, NAV, reconciliation,<br />

retirement services and real estate<br />

management.<br />

Highly specialized platform supporting<br />

major law firms and in-house legal<br />

departments. Services include<br />

scanning, imaging, indexing, coding,<br />

document review, litigation support,<br />

high-volume claims processing and<br />

legal word review.<br />

An integrated suite of creative and<br />

publishing services designed to take<br />

documents, collateral and presentations<br />

through the development lifecycle<br />

from design to dissemination.<br />

Services include word processing,<br />

desktop publishing, creative design,<br />

video, pre-press and printing services.<br />

Research<br />

& Analytics<br />

Provision of customized qualitative<br />

and quantitative research services<br />

designed to support and extend clients’<br />

internal capabilities. Horizontal capabilities<br />

include business information<br />

services, strategic market research<br />

and financial analytics. These building<br />

blocks are used to develop industryspecific<br />

research solutions for our<br />

clients.<br />

<strong>RR</strong> Donnelley Global Services minimizes expense, preserves capital and streamlines operations —<br />

visit www.outsourcing.rrd.com to learn more<br />

13


DISTRIBUTE<br />

printing and distribution<br />

capacity<br />

<strong>RR</strong> Donnelley’s global platform and expansive<br />

distribution strengths make it a formidable competitor<br />

in today’s printing marketplace.<br />

Our integrated network of resources allows us to<br />

manage projects of any specification, size, scale or<br />

scope.<br />

Platform benefits include:<br />

■ a system of more than 175 global manufacturing<br />

locations that allow us to deliver client work<br />

accurately, on time and within budget<br />

■ a printing network optimized to provide<br />

simultaneous premium color printing services in<br />

multiple locations, 24 hours a day, 7 days a week,<br />

internationally<br />

■ hundreds of presses located in the world’s largest<br />

financial centers to expedite turnaround<br />

■ unparalleled distribution and logistics strengths<br />

that make us a top client of the United States<br />

Postal Service — we are responsible for 55 billion<br />

pieces of mail annually<br />

EDGAR Filing Services<br />

Compliance professionals trust <strong>RR</strong> Donnelley for<br />

EDGAR filings because of our in-depth regulatory<br />

knowledge and sustained filing accuracy during peak<br />

periods.<br />

Our industry-unique training process instills client<br />

confidence. All customer service representatives<br />

are trained in the nuances of EDGAR. This model<br />

ensures 24/7 client accessibility, operational<br />

scalability and filing reliability for all EDGAR-based<br />

components.<br />

Proof of our expertise is reflected by our track record.<br />

In a year, <strong>RR</strong> Donnelley typically files over 85,000<br />

documents to the SEC.<br />

Several elements differentiate our EDGAR services<br />

from the competition. They include:<br />

■ 24/7 dedicated support from comprehensively<br />

trained EDGAR customer service teams<br />

■ valuable real-world guidance regarding CIK and<br />

CCC numbers, formatting, deadlines and fees,<br />

exhibit displays and more<br />

■ hands-on support for all EDGAR test and live<br />

submissions to ensure accuracy<br />

■ a resource library for new customers seeking<br />

guidelines on the SEC’s EDGAR requirements<br />

<strong>RR</strong> Donnelley is a Fortune 250 Company and is proud to serve 100% of the Fortune 100 companies<br />

with our print and related services<br />

14


<strong>PDF</strong><br />

<strong>PDF</strong><br />

EZ Proxy ®<br />

<strong>RR</strong> Donnelley’s EZ Proxy is a low-cost solution<br />

for Issuers looking to comply with — or take<br />

advantage of — the SEC Notice and Access Rules.<br />

EZ Proxy is a custom-branded website where Issuers<br />

present annual compliance documents, voting<br />

instructions, links to Transfer Agents, proposals<br />

for review and instructions to request paper copies.<br />

Streamlined website design consolidates critical proxy<br />

materials into a simple and user-friendly format<br />

EZ Proxy web pages:<br />

■ are created on-demand<br />

■ are available quickly — in most cases, they can<br />

be assembled, posted and available for public<br />

viewing within hours of an Issuer’s approval<br />

■ do not require IT resources<br />

Take advantage of website real estate<br />

to easily highlight related company<br />

news and recent filings<br />

REVIEW PROXY MATERIALS<br />

ACCESS <strong>RR</strong> Donnelley<br />

Proxy Materials:<br />

<strong>RR</strong> Donnelley Proxy Statement<br />

SUPPORTING MATERIALS<br />

General Shareholder<br />

Information:<br />

SEC Filings<br />

Investor Relations<br />

<strong>RR</strong> Donnelley Annual Report<br />

Enhanced HTML of <strong>RR</strong> Donnelley Annual Report<br />

SUBMIT YOUR VOTE<br />

Click below to<br />

order paper copies:<br />

How to Order Copies<br />

Vote <strong>RR</strong> Donnelley Proxy Proposals:<br />

Instructions for Beneficial Stockholders — If you hold <strong>RR</strong> Donnelley stock in an account in your name with a brokerage firm (e.g.,<br />

Charles Schwab, E*Trade, Fidelity, Merrill Lynch), bank trustee or other agent, you are a “beneficial stockholder.” Click this Vote Now<br />

button to review your proxy materials and voting instructions on-line as a beneficial stockholder hosted by Broadridge.<br />

VOTE NOW<br />

Instructions for Registered Stockholders — You are a “registered stockholder” if you are in possession of an actual stock<br />

certificate for <strong>RR</strong> Donnelley common shares, and your name appears in the stockholder register kept by our transfer agent, Colbent.<br />

Click this Vote Now button to review your proxy materials and voting instructions on-line as a registered stockholder hosted by<br />

Colbent.<br />

VOTE NOW<br />

For a free download<br />

of Adobe Reader for<br />

opening <strong>PDF</strong> files, click<br />

Get Acrobat<br />

Reader<br />

TIPS<br />

Left click on the file icons to view the document immediately,<br />

or right-click and “Save As” to save the document to your computer.<br />

Powered by<br />

EZPROXY<br />

<strong>RR</strong> Donnelley ranked 31 st on Information Week’s Top 500 Most Innovative Business Technology<br />

Organizations, 2009<br />

15


EZ XBRL<br />

In support of their mission to promote greater<br />

transparency and access, the SEC requires all<br />

companies to post their native XBRL documents to<br />

a public website on the same day they are filed.<br />

<strong>RR</strong> Donnelley EZ XBRL is an easy solution to meet<br />

this requirement — it is a custom-built web page<br />

onto which a company’s native XBRL files are posted.<br />

Functional and intuitive tabs quickly navigate to<br />

related XBRL-translated documents<br />

EZ XBRL web pages:<br />

■ include your company’s logo in addition to other<br />

design elements<br />

■ are easy to set up and do not require IT resources<br />

To create an integrated shareholder portal, related<br />

links, including <strong>RR</strong> Donnelley’s XBRL rendering tool,<br />

can be posted. <strong>RR</strong> Donnelley can also provide<br />

hosting services or pass along links for clients to<br />

self-host.<br />

Our rendering tool reveals your XBRL-translated<br />

financials into a stylized spreadsheet — simply click<br />

any data cell to show the underlying XBRL tag<br />

Corporate Website<br />

Document Detail:<br />

Form 10-Q<br />

(9-30-2009)<br />

HTML Rendering of XBRL Data<br />

Statement Of Financial Po... Statement Of Financial Po... Statement Of Income Alter... Statement Of Cash Flows I...<br />

1. BASIS OF PRESENTATION 2. ACQUISITIONS 3. INVENTORIES 4. PROPERTY, PLANT AND EQ... 5. GOODWILL AND OTHER INT...<br />

6. RESTRUCTURING AND IMPA... 7. EMPLOYEE BENEFITS 8. SHARE-BASED COMPENSATI... All Reports<br />

Services:<br />

<strong>Download</strong> Native XBRL<br />

<strong>Download</strong> Excel File<br />

<strong>Download</strong> <strong>PDF</strong> File<br />

Print Statements<br />

Email URL<br />

Financial Statements:<br />

TIPS<br />

Search...<br />

Form 10-Q (9-30-2009)<br />

Form 10-Q (6-30-2009)<br />

Form 10-Q (3-31-2009)<br />

Cursor over or click on any<br />

element in the statements to<br />

see XBRL tags or definitions.<br />

Statement Of Financial Position Classified (USD $)<br />

9 Months Ended<br />

in Millions<br />

Sep. 30, 2009 Dec. 31, 2008<br />

ASSETS<br />

Cash and cash Cash equivalents Equivalents X<br />

$ 414.9 $ 324<br />

-Details<br />

Restricted cash equivalents 0 7.9<br />

Name:<br />

us-gaap_CashandCashEquivalentsAtCarryingValue<br />

Receivables, less allowance for doubtful accounts of $80.1 in 2009 (2008-$80.5) 1,772.4 1,903.2<br />

Namespace Prefix: us-gaap<br />

Income taxes receivable Data Type: monetary<br />

51.6 189.4<br />

Balance Type: debit<br />

Inventories (Note 3) 563.1 695.7<br />

Period Type: instant<br />

Prepaid expenses and other current assets 104.7 104.6<br />

Deferred income taxes 59.7 56.2<br />

Total current assets 2,966.4 3,281<br />

Property, plant and equipment-net (Note 4) 2,332.7 2,564<br />

Goodwill (Note 5) 2,457.9 2,425.9<br />

Other intangible assets-net (Note 5) 773 831.1<br />

Other noncurrent assets 390.8 392.3<br />

Total assets 8,920.8 9,494.3<br />

LIABILITIES<br />

Accounts payable 863.4 767.6<br />

Accrued liabilities 843.6 795.7<br />

Short-term and current portion of long-term debt (Note 14) 431.9 923.5<br />

<strong>RR</strong> Donnelley is your company’s single-source provider for everything XBRL – our full suite of XBRL<br />

services includes tagging, general ledger integration tools and rendering solutions<br />

16


sustainability<br />

As the world’s largest provider of print and related<br />

services, <strong>RR</strong> Donnelley does its part to reduce,<br />

recycle and reuse to protect the environment.<br />

Our conservation program includes:<br />

■ responsible forestry harvesting, procurement and<br />

manufacturing — through our Forest Stewardship<br />

Council’s (FSC) Certification, our FSC-certified<br />

plants allow companies to easily execute their<br />

eco-friendly plans<br />

■ energy conservation — modifications to plant<br />

operations and energy choices have significantly<br />

reduced company energy consumption<br />

■ waste reduction and package minimization —<br />

we proactively repurpose select factory materials<br />

into useful items<br />

rr donnelley 360ºcompliance<br />

solution<br />

<strong>RR</strong> Donnelley is prepared to be your sole compliance<br />

provider. Founded more than 145 years ago, our<br />

in-depth comprehension of SEC regulations, strong<br />

service culture, and robust e-solutions align with<br />

our legendary global platform to deliver compliance<br />

excellence.<br />

Contact us today to learn how <strong>RR</strong> Donnelley<br />

360°Compliance can make your company aware of<br />

key regulatory changes and streamline all creation<br />

and distribution activities for your year-round<br />

compliance requirements.<br />

Use of this logo signifies:<br />

■<br />

the type and percentage of<br />

recycled paper used<br />

■<br />

that the paper was procured and<br />

manufactured under strict FSC<br />

guidelines<br />

Thus far, the amount of energy saved from our sustainability initiatives equals 11 million gallons<br />

of gasoline, energy consumed by 12,300 average households per year or the annual emissions of<br />

10,000 cars<br />

17


The Virtual Data Room.<br />

Redefined.<br />

SGS Service<br />

Certified Quality<br />

Management System<br />

ISO 9001:2009<br />

Certified Translation Service<br />

EN-15038:2009<br />

Printed by <strong>RR</strong> Donnelley<br />

GLOBAL PRODUCTS AND SERVICES<br />

books . business communication services . business process outsourcing . catalogs . commercial print . direct mail . directories<br />

distribution, logistics, print fulfillment, and kitting . document outsourcing and management . e-business solutions<br />

financial printing and communications . forms, labels and office products . global print and packaging supply chain services<br />

magazines . premedia technologies . proprietary digital print technologies . real estate services . retail inserts . RFID and barcoding<br />

supply chain management solutions . translation & multilingual services<br />

Corporate Headquarters<br />

111 South Wacker Drive<br />

Chicago, IL 60606-4301<br />

U.S.A.<br />

800.424.9001<br />

www.rrdonnelley.com<br />

www.financial.rrd.com<br />

B-Comply 12.2009<br />

Copyright © 2009 R. R. Donnelley & Sons Company.<br />

All rights reserved.

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!