For Budget franchisees, how long is the retention period for the Rate Analysis (WRSBRTE), Rate Group Analysis/Summary (WRSBRGA), and Period Rate Group Analysis (WRSBPGA) reports?

According to Budget's 2025 Franchise Disclosure Document, the retention period for the Rate Analysis (WRSBRTE), Rate Group Analysis/Summary (WRSBRGA), and Period Rate Group Analysis (WRSBPGA) reports is 25 months. These reports are part of the Worldwide Reporting System (WRS) and provide statistical data related to rate codes and tables.

For a Budget franchisee, this means they must retain these specific rate reports for a little over two years. This requirement ensures that Budget and the franchisee have access to historical data for analysis, comparison, and auditing purposes. The Rate Analysis report provides key statistical data by specific rate code with prior year comparison, and it can segregate data from rentals with and without a BCD number. The Rate Group Analysis/Summary report offers statistical data for the top four rate codes in each rate group table for the current year compared to the prior year. The Period Rate Group Analysis report compares the current year to the prior year by month for given rate tables.

These reports are available to District, Fleet Owner, and Megazone levels within the Budget franchise system. Maintaining these records for the specified period is essential for compliance and effective business management, allowing franchisees to track performance and identify trends over time.