Case Studies
Louisville & Jefferson County MSD – Asset Management Program Assessment
MSD hired EPIC and Brown & Caldwell to assess asset management and deliver a strategic, risk-aware roadmap for better water/wastewater asset stewardship.
Introduction
Louisville and Jefferson County Metropolitan Sewer District (MSD) set out to elevate its asset management program—maintaining critical water/wastewater assets efficiently while managing risk.
MSD engaged EPIC Engineering & Consulting Group, LLC (EPIC), partnering with Brown & Caldwell, to assess the current state, align on mission and goals, and produce a strategic roadmap to reach a higher level of asset stewardship.
Challenge
MSD needed a unified, data‑driven approach that could scale across treatment, collection, and support assets:
- Current vs. desired state gap: Fragmented processes and data limited risk‑based planning and investment decisions
- Data management hurdles: Inconsistent asset classes, inventories, and QA/QC standards
- CMMS alignment: IPS asset hierarchy and records required refinement to reflect true system configuration
- Systems integration: Links among core enterprise systems (e.g., CMMS, GIS, reporting) needed optimization
- Field data capture: Processes for collecting and syncing field observations needed standardization and speed
Solution
EPIC delivered a structured assessment and design program, coordinating with MSD executives and committees to define the mission, goals, and an executable roadmap.
What We Did
- Data management support and documentation of asset classes
- CMMS (IPS) asset hierarchy revisions and guidance on data hygiene
- Asset inventory refinement: normalize attributes and IDs for priority asset types
- Systems integration optimization: assess and recommend improvements to links among core systems
- Quality assurance/quality control (QA/QC) standards and procedures
- Contributed data‑related narrative for the Strategic Asset Management Plan (SAMP) and Tactical Asset Management Plan (TAMP) (Morris Forman facility)
- Field data collection support and playbooks
Technology Enablement (as applicable)
- ArcGIS Online & Open Data, DNN CMS, Qualtrics, InstantAtlas, SMTP
- Web application and integration stack: JavaScript, C#, jQuery, CSS, HTML5
Solution highlights
- Assessment Roadmap
- Data management
- CMMS hierarchy
- Inventory normalization
- Systems integration
- Quality standards
- Field playbooks
Insights
100%
Risk register coverage
100%
Hierarchy alignment
≥ 99%
Integration job success
Results
- Shared strategy & roadmap: Executive and committee alignment on mission, goals, and prioritized initiatives
- Stronger data foundation: Standardized asset classes, refined inventories, and documented QA/QC protocols
- CMMS readiness: IPS hierarchy revision plan and data hygiene practices to support reliable work management and reporting
- Risk‑based decisions: Defined metrics and dashboards to support SAMP/TAMP execution and capital planning
- Operational playbooks: Field data collection guidance and integration improvements to shorten the loop from observation to action
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