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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.