Case Study: Oak Lodge Water Services District achieves optimized long‑term capital planning and sustainability with Brightly Software

Oak Lodge Water Service District Scaling sustainability

Oak Lodge Water Services District in Oak Grove, Oregon doubled in size after a 2017 merger with Oak Lodge Sanitary District, inheriting a much larger and more complex asset base (including ~8,600 sewer connections, 2,273 manholes, 2,500 catch basins and more). Leadership needed a data-driven way to prioritize projects, align renewal funding with asset degradation, and convert historic, budget-driven planning into service-level driven decision making.

Brightly used Lucity data and Brightly Predictor to model four investment strategies, produce 5-year CIPs and a prioritized 30-year plan, and publish results via Esri story maps for leadership engagement. The work delivered a 20% return on investment, 100% integration of the asset management database, a projected 10% reduction in the capital plan, identification of an optimal $1.5M investment over 30 years, and opportunities to combine water and sewer projects to cut costs, reduce service interruptions, and meet or exceed service levels with phased funding (0.5–2.5% of replacement cost).

Oak Lodge Water Services District

Richard Ludlow

Asset Maintenance Manager