Network as a Service (NaaS) PlayBook

1. Deployment Management Introduction

The Deployment Management module provides NaaS operator background information and methodologies to Plan, Control & Monitor a telecom deployment including: dimensioning guidelines that will help forecast a realistic Schedule, calculate the required resources and costs, analyze the project performance, forecast possible issues to propose possible solutions and communication methodologies to ensure engagement between all stakeholders within Deployment phase.

Deployment Management Module consists of three sections

  1. Deployment Process Overview
  2. Deployment Planning
  3. Deployment Control & Monitoring

Deployment Process Overview shows a high-level description of the deployment process from Network Design to site and network integration, acceptance and finally hand-over to operations.

Deployment Planning provides instructions, guidelines and best practices to ensure interworking of all stakeholders, coordination of different deployment phases and consolidation in a well-designed Deployment Plan.

Deployment Control & Monitoring will guide NaaS operator to manage all project phases, track all tasks and milestones, monitor all planned risks, mitigate possible issues and manage changes throughout the process.

This module makes reference to a Deployment Manager role. The Deployment Manager has the overall responsibility for the successful initiation, planning, design, execution, monitoring, controlling and closure of the NaaS Deployment. Each organization is different and Deployment management dedicated resources may not be within the organizational structure, if this is the case the role must be taken by someone else such as a Program or Project Manager.

1.1 Module Objectives

This module will enable a NaaS Operator to plan, orchestrate and manage the deployment of the network. The specific objectives of this module are:

  1. Provide an overview of the overall network deployment process, creating awareness of the tasks, stakeholders, timelines and dependencies that are part of this process.
  2. Provide instruction to perform a comprehensive and efficient deployment plan that ultimately contributes to speed up the time to rollout a NaaS Network under specific budget and resources.
  3. Guide the Naas Operator to monitor & control the deployment process, from acquiring the site up to delivery to operations.

Each of these objectives is tailored to meet the needs of NaaS operators managers during different phases of the project lifecycle.


1.2 Module Framework

The Module Framework in Figure 1 describes the structure, interactions and dependencies among different NaaS operator areas.

Strategic Plan & Scope and High-Level Network Architecture drive the strategic decisions to forthcoming phases. Deployment is the second step in the implementation strategy, and the same as other modules, it is supported by Supply Chain Management.

The Deployment Management module is included within the Deployment stream and its target is to coordinate and provide organization for the tasks in the rest of modules that impact network deployment.

Figure 1 Module Framework

Figure 2 represents the functional view of the module, where the main functional components to be orchestrated are exhibited. All these tasks will be planned, managed and controlled by the Deployment Manager throughout the deployment process.

Figure 2 Deployment Management Functional View.

2 Deployment Process Overview

This section presents a high-level overview of the main tasks, inputs, pre-requisites and requirements for the whole Deployment Process. From design, construction and network equipment installation; up to turn-up, testing and handover to Operations.

The Deployment Manager must ensure the availability of the inputs and resources to the various stakeholders in each stage. Tracking and storing all the inputs is part of the best practices of the deployment manager.

2.1 Network Design

Network design is the planning phase that comes before telecom infrastructure is implemented. It involves evaluating and understanding how all the elements of the network link together (from Radio Access Network, Transport Network, Mobile Core and Power Systems) and specifying their configuration so they can run as efficiently as possible. A well-designed network can bring increased operational efficiency.

Network Design refers to the definitions, classifications, objectives, constraints, network topology decision variables, and solution methods to create a Telecom Network. The different elements that compose the Network can be divided by RAN (Radio Access Network), Core and the Transport network.

Network design requires a set of inputs that should contain enough information & data needed to develop an accurate solution for each segment of the end to end network (For more information please see the specific design module).

Network Design inputs come from various sources such as outcomes from High Level Network Architecture Modules, Network Data, Site Survey Reports and commercial criteria.

Network Design process is split into two phases: High-Level Design (HLD) and Low-Level Design (LLD). The Split ensures efficient coordination with other tasks before starting the LLD.

2.1.1 Network High Level Design

HLD defines high-level characteristics of the network configuration, such as target geolocation, hardware type, transport solution and candidate sites. This function is carried out during the initial phase of the project, and its deliverables are used for budget estimation, contract negotiation and deployment planning.

2.1.2 Network Low Level Design

Once a site has been confirmed for deployment, Low Level Design (LLD) integrates deliverables including all the configuration parameters regarding RAN, TX, Power and Civil for each site. The Design team may release LLDs in batches for review, approval and transfer to deployment.

2.2 Site Acquisition

The scope of Site Acquisition phase is to obtain, within the shortest time possible, a cost-efficient permitted site ready for construction. The scope of site acquisition is divided into three major parts, namely Site Survey, Site Selection & Acquisition, and Site Permitting.

2.2.1 Site Survey

Is the activity to perform a study of the site facilities to ensure availability of space, backhaul and energy capabilities in existing sites, and site feasibility for greenfield installations. Site Survey reports will ensure site solutions are optimally designed and sufficiently documented, to be deployed on time and meeting the quality, health and safety requirements.

For new sites, the scope includes coordination with the network design team to discuss detailed site search criteria and any other special network planning or transmission planning issues. GIS-based pre-survey is conducted together with network planning, to identify a suitable search ring which is an area defined by a centroid and a radius (a fraction of the cell radius, usually less than 1 km). This area will be surveyed to find a suitable location for the sites to be deployed. Difficult search ring areas in terms of lease contract negotiations, road access and permitting should be avoided.

The site survey is arranged, to evaluate if the selected site candidates are suitable for construction and fit the search criteria and budget for lease negotiation. The resulting site survey report (SSR) specifies implementation requirements as well as transmission requirements including the line of sight survey (LOS), the site location details and coordinates, site owner details, ownership documentation, site type, access description, rental fee, sketch drawings, photos, building drawings, permit requirements and type.

For existing sites, evaluation activity includes the NaaS operator personnel to physically visit the site and contact the site owner or representative to ascertain necessary information or arrange specific existing site documentation from the operator.

2.2.2 Site Selection & Acquisition

After the site search, the two or three candidate sites are pre-validated and ranked based on network design, site acquisition and construction criteria, and the best candidate is preliminarily selected for lease negotiations and permit applications.

Based on the standard lease or frame agreement, the rental range for the specific area and the requirements for network planning, permits and construction works, the Site Acquisition negotiates the lease contract with the site owner.

The aim is to negotiate the standard lease contract without clause changes and at the lowest rental fee possible for this search area, as well as to select friendly sites in terms of owners who are open and willing to sign a contract. This will improve the process of permitting, construction works and implementation.

Site Acquisition Personnel which may be the Construction Service Provider or NaaS Personnel, should arrange and facilitate lease contract signature together with required legal entities (as per country law requirements). Once the lease contract is signed by the site owner/representative, the legal responsible will manage the process for signature by the NaaS Operator for completion of the lease. Lease contracts will meet local legal requirements.

Before signing the contracts, the legal responsible checks that all titles are legally confirmed, such as property title, land title and others, to assure that the owner of the site location is the legally relevant person to negotiate with. All necessary title verification documents will be collected and verified.

2.2.3 Site Permitting

Site permitting is a crucial point in the site acquisition process, as it aims to obtain all the necessary permits and sub-permits to build a site considering general permit requirements of the country and specific local requirements. The procedure can be contracted out to an external company such as a Construction Service Provider.

In any case, the NaaS operator must be aware of the required permits and oversee the procedure, since permits can run into issues, such as bureaucracy inefficiencies, social resistance or environmental issues, delaying deployment or requiring another nearby site to be found.

Final permit evaluation and arrangement for each site depends on each country and local laws. The NaaS Operator should have knowledge on local laws and practice to determine the documents that must be provided to the relevant authorities to obtain permission to build. The Deployment Manager and the legal team/responsible must evaluate the permit requirements and application process for each site separately.

After acquiring all necessary information and documents, site acquisition personnel submit the permit application to the responsible authorities. The result of the complete permit procedure is that the relevant local authorities grant, in a foreseeable timeframe, all permits necessary for site construction to start.

2.3 Procurement & Logistics

To optimize deployment, the NaaS operator shall leverage the complete ecosystem of infrastructure and services providers. The NaaS Operator shall define which providers are needed, and establish the selection criteria and engagement start dates, which in turn will be managed by the Supply Chain Management stream to reach deployment objectives. The Vendor Ecosystem for a NaaS deployment may include:

  • One or more Equipment Vendors.
  • One or more Fiber Construction companies, for links between radio sites, to the aggregation points, or between transport nodes.
  • One or more Transport Providers: for leased capacity between aggregation/transport nodes and the Mobile Core or 3rd Party networks.
  • One or more TowerCos (tower/site leasing companies)
  • One or more Installation and Commissioning Companies (System Integrators)
  • One or more Infrastructure Construction and Adaptation Companies
  • One or more Datacenter providers

After Vendor Selection, each vendor is onboarded to the Deployment Project. Procurement orders and logistics are arranged based on processes defined in the Supply Chain Management modules of the PlayBook. The Deployment Manager should open a communication channel with Supply Chain and Vendors Management in order to track Purchase Orders, be aware of kitting procedures, International transportation up to last mile delivery process in order to forecast a proper schedule of the activities. The outcomes should include Agreements with a matrix of responsibilities.

2.3.1 Vendor Selection

Vendor Selection starts with a Request for Information (RFI) and/or Request for Proposal (RFP) for all the required vendors. This process is managed by the Procurement/Commercial Team as indicated in the RFx Process module of the PlayBook; however, close tracking by the Deployment Manager is necessary to give visibility to the progress or potential trouble for Procurement activities that could impact the start of Deployment Execution.

After Vendors submit their proposals, the corresponding department evaluates the proposals and submit the results. Deployment manager coordinate efforts with the Procurement Team to manage relationships, contracts and general communication with vendors.

2.3.2 Vendor Onboarding

After vendor Selection, vendor onboarding takes place to establish communication and coordination with the Vendors project managers, to establish reporting mechanisms, refine the schedule, and acceptance criteria. Other functions related to invoicing, contract management and payments are to be managed by the Procurement Team as detailed in the Supply Chain Management Stream of the PlayBook.

2.3.3 International Transportation

Vendors can export the equipment from several Countries to the Deployment Country by several methods including Sea, Rail or Air. Supply Chain management provides the design and orchestration of the supply network, integrating the forecast and anticipating the deployment needs and resources.

It also includes collaborative demand planning, order management for products and services, transportation and tracking for international and local operations, customs clearance, inventory management and integration of multiple supply chains if required.

Deployment Management should ensure a synchronized communication with the selected logistic service provider or equipment vendor for international transportation services optimization. And consider the arrival date of the Network equipment to the region (can be a local warehouse) in order to adjust the Schedules and forecast a realistic schedule for the upcoming deployment phases

2.3.4 Logistics & Warehousing

The Logistic & Warehousing is the method in which all the network equipment and ancillaries will be stored and distributed, NaaS operator must plan and manage the process and choose the strategy to implement it, between hire a 3rd party Logistic and Warehousing company or perform the process within the organization .

Whatever the strategy that the NaaS operator selects, Deployment Manager must ensure efficient equipment warehousing and inventory administration communication. It helps activities like demand forecasting, order placement, stockout alerts, goods tracking and replenishment.

2.3.5 Last Mile Transportation

Last Mile transportation is the process of shipping network equipment from the warehouse to the site location choosing the most efficient method to ensure a safe and delay-free delivery. The process goes hand to hand with logistics and warehousing and NaaS operator can choose between performing the process within the organization or hire a 3rd party Logistic and Warehousing company.

Deployment Manager should track the transportation of equipment, tools or any other project materials from Customer Warehouse/Drop off Point to site. If the arrival is correctly forecasted by the Deployment Manager, the schedule of the upcoming phases will be more accurate.

2.4 Construction

Construction shall be in accordance with NaaS operator requirements and standards following the site engineering design. The following high-level description of the potential site activities is provided for the purpose of managing and scheduling all other activities that depend on site construction.

Construction refers to the activities to construct a Telecom site and the Fiber infrastructure needed for transport transmission. In most cases, construction tasks are performed by a 3rd Party Construction Company, at least one construction company for sites and a different fiber construction company.

Construction is analyzed in 3 stages: Design, Preparation and Construction.

2.4.1 Site Design

Site Design activities provide site designs including ancillary materials. This includes guidelines on construction works for modernization of existing sites or new sites to be implemented to match the project-specific requirements.

Site Design is usually done by the selected construction company; however, the process should be overseen by the Deployment Manager. The process starts once the site survey report, and permits are complete, this will ensure that the final design of site facilities, fiber and power infrastructure fit the specified requirements. The outcome must result in a cost-effective site design, specification requirements and implementation guidelines compliant with legal and power company requirements avoiding a design rework.

2.4.2 Fiber Infrastructure Design & Construction

Transport connectivity from the RAN sites to the transport nodes can be done through microwave, fiber or satellite links. However, for fiber, civil works are required including trenching and ducting/pole installation and fiber deployment. This is a process that implies detailed civil and fiber infrastructure design and actual civil works needed to complete the installation including the final fiber drop to the sites. Although initial cost estimates will have been calculated at the high-level planning stage, design will need to include estimates for all components and activities.

The NaaS operator should evaluate if civil engineering, installation, fiber test and commissioning will be performed by personnel within the organization or consider 3rd party services. Creating reliable designs and calculating cost estimates are highly dependent on having good quality source data from site surveys and high-level planning. Poor quality data can result in costly project overruns due to unexpected issues requiring project changes and rework

Deployment Manager must keep track of all tasks, ensuring accurate designs, that the installation follows the pre-defined method, that optical tests are executed according to the Fiber Optic Construction Module. The Deployment Manager must take mitigation actions in light of any deviations.

2.4.3 Site Preparation

This activity is required as a first step to prepare the site for construction:

  • In case of a Greenfield site, the site will be cleared and fenced, and the soil will be prepared for construction.
  • In case of an existing site, the right adaptations must be made to support the upcoming equipment as additional poles, grounding and extra supports for towers.

The Deployment Manager must ensure the site preparation activities and construction works commence once all permits required for construction are approved and received and detailed site design is available.

2.4.4 Site Construction

Site construction refers to Civil services including the groundwork for building a new or adding onto an existing, telecommunications site. As such, they can include from installing a fence to installing a shelter or tower foundation and tower construction. May include civil power construction depending on site survey and design needs.

Deployment Manager should track and manage the activities carried out by the Construction Company or the teams internal to the NaaS operator and ensure adherence to environmental and safety measures, and all applicable regulations. The Deployment Manager should archive and share with the stakeholders the full set of site construction documentation.

2.5 Installation & Commissioning

Activities includes installation, commissioning and integration of the network elements within agreed time schedules and in accordance with planned processes, relevant national regulations and mutually agreed standards between NaaS Operator System Integrators and Network equipment vendors. Independently of the agreements, the Deployment Manager must track the progress of all tasks and must have access to all documentation and reports.

2.5.1 Transport Resource Allocation

NaaS Operator must request the transport providers (FiberCo) connectivity services, ensuring transport availability by the time the site is going to be integrated. A service delivery test shall be executed and reported to ensure performance and availability of the transport link. This should be done using test equipment before the RAN equipment is installed to avoid delays and issues when the site is integrated.

The Deployment manager should ensure that the transport providers test the transport link and follow the agreed level of services and delivery time and make schedule adjustments if needed. Once the transport network has been tested and reported, the Network equipment installation activities can start.

2.5.2 Installation and Commissioning

Once the NaaS operator has accepted site construction, low level designs may be refined, and when equipment is available at the final warehouse, the Field crews proceed to install all RAN, Transport and Power equipment. The Field crews can be personnel within the NaaS organization or from an outsourced service company. That will depend on Naas operator strategy.

The equipment is installed according to approved site-specific documents, national codes, health and safety standards and customer specific requirements and vendor specific installation manuals.

In the NaaS rural operator scenario, access to the sites is generally difficult (sites far from distribution centers, cities or even paved roads). Therefore, Installation & Commissioning processes must be conducted with a goal to do it first time right, to avoid complementary site visits which may result in delays and cost overruns. Processes and close communication among the parties involved is crucial to ensure efficiency and compliance with processes.

Processes include configuring RAN, Microwave or Sat equipment IP Routes to the Operation and maintenance System, load configuring scripts and some cases turn up the network equipment. NaaS Operator must ensure a communication channel to support field crews remotely and be sure that personnel will have the required skills to perform the task.

The Naas implementation supervisor ensures site quality and verifies that the implementation activities on site are in line with planned standards, NaaS operator specific requirements and implementation processes. Deployment Manager must orchestrate all personnel involved in site Installation accordingly ensuring that field crew have all elements to do the task first time right in the agreed time.

2.5.3 Integration

During site integration, the Integration team ensures that the site is fully operational and ready for commercial use as part of the NaaS Operator Network. In the integration phase, the Integration team finalizes configuration of individual network elements and interconnection with the core network and OSS/BSS systems.

Standard network element integration involves testing the connections between network elements, network synchronization and inspection of network data in the network management system. Integration logs are recorded and stored.

The Deployment Manager should coordinate all the required resources for integration, including personnel, access and permissions. In addition, he should oversee the process ensuring that best practices are followed. Finally, logs and any evidence of operability must be documented.

2.5.4 Testing & Acceptance

This function consists of the validation and acceptance of deployed sites. Each site undergoes a series of operability tests (e.g. such as Inter-working of network elements, functionality of alarms and recovery systems and service tests) to ensure proper functionality. This process is supported by field and remote personnel.

Process must be documented in the Acceptance Test Procedure for formal acceptance of each site.

Once the acceptance tests are met, the Deployment Manager (and NaaS operator key personnel) Validate Acceptance Reports and trigger invoicing and payment to vendors and 3rd party services managed by Supply Chain Management.

2.6 Transition to Operations

After the first batch of sites have been deployed, and are now providing services to end users, these enter the Transfer to Operations phase, where firstly the close-out package is prepared by the deployment team to the Network Operations team or some instance of Managed Services from a vendor. Afterwards a monitoring phase must be conducted on the live network, this process is called Baby-sitting and it aims to collect Network KPIs that validate adequate performance of the site.

Finally, the site is delivered from deployment to operations from which operations take responsibility for the site. The Deployment Manager also must direct and supervise gathering lessons learnt, and the release resources no longer needed for the project.

2.6.1 Close-out Package

A Close-out package is a work process to collect and record all the related documentations to a specific site. This activity will prove that vendors and service providers followed all the contract agreements, and their objectives have been met. The Deployment Manager Close-out activity includes the preparation and development of project completion report (e.g. Site Acquisition, Construction, Installation and Commissioning and acceptance test reports), gather all relevant information and is showed in the agreed format, the best practice is create a Checklist with all required documentation.

The Deployment Manager must ensure all the required documentation is available at the agreed time when the delivery to operations process is scheduled and follow up if any additional information or documentation is required.

2.6.2 Babysitting

Babysitting is the process of monitoring the behavior of the site for a period of time (commonly 24 hours) in a live network, collecting KPIs and frequently reporting the results (commonly every 6 hours), and troubleshooting by integration and commissioning team in case it’s needed.

The purpose of this process is to ensure quality, performance and stability of the sites, before delivery to Operations. Any issues with hardware or software settings may be found and resolved by the integration/commissioning team.

Once babysitting is over, the outcome is a KPI Report that informs how KPIs evolved during the Babysitting, the compliance with target design and details every encountered incident and how it was solved. The Deployment Manager must be aware of the results and track the incidences in order to facilitate troubleshooting if needed and once baby-sitting is done the handover to operations.

2.6.3 Delivery to Operations

Finally, the site is delivered to operations, according to the set of requirements previously agreed. The Deployment Manager must ensure the completion of delivery of all the sites.

3 Deployment Planning

Deployment planning is the process of establishing the network deployment scope and defining the objectives and steps to attain them. It is one of the most important processes under Deployment Management. The output of the deployment planning process is a comprehensive set of documents that defines the basis of all deployment work and how the work will be performed.

Deployment Planning can be examined by dividing it into the following tasks:

Figure 3 Deployment Planning Process

The diagram above shows the elements within Deployment Planning. First, Schedule Planning establishes the procedures and methods, to accurately dimension timeframes in all deployment phases. The outcome is represented in a Gantt Chart showing start and end dates, as well as dependencies, scheduling and deadlines.

Resource & Cost Planning helps NaaS operators to accurately estimate the human and financial resources required to carry out each activity. Afterwards, Risk Planning establishes a plan to mitigate unwanted issues, from now on called Risks.

As represented in Figure 3, Deployment Planning can be an iterative process; as an example, if the Naas Operator wants to deploy all sites in a short period of time, then the required resources must be calculated accordingly and the budget may be higher than expected. Then, another iteration can be done to relax timelines and lower costs.

In addition, the Deployment Manager must ensure clear communications to all stakeholders, defining adequate communications channels to be exercised during planning and execution.

3.1 Schedule Planning

Scheduling Planning analyzes all activities, dependencies, and milestones within a project. A schedule also usually includes the planned start and finish date, establishing the duration for each activity. Effective schedule planning is a critical component of successful management.

Its possible to create a Schedule Plan by listing the process, activities and tasks required to complete the deployment, as well as the dependencies, sequencing and resources involved. All deployment tasks can be divided in 3 stages: Planning & Prework, Execution and Delivery to Operations. Each stage contains part of the tasks described in Section 2 (Network Design, Site Acquisition, Procurement & Logistics, Construction, Installation & Commissioning and Transfer to operations). Stages start and finish with milestones that mark the competition of a major phase.

The following subsection describes and analyzes the Milestones considered for these 3 stages. Afterwards, a subsection is dedicated to each stage providing a generic Gantt Chart to perform scheduling and analyze the tasks.

3.1.1 Deployment Milestones

The deployment of each site follows a series of tasks starting with network design and culminating with the site in operations. Here, this is modeled through a generic process. This process is flexible to be tailored according to the particular NaaS structure, the network layers involved, which of them are built, which are leased, and the level of integration with external companies and providers.

To simplify the understanding and tracking of each sites deployment process, the following milestones have been considered:

  1. Site Design Started: This is a sites initial milestone, when the particular sites characteristics and site selection have been confirmed (technical and logistical feasibility), and the network LLD and infrastructure/facility designs have been started.
  2. Site Design Ready: A given site reaches this milestone once its LLD is finished, including its Radio Network Design (RND), and Infrastructure/Facility Design has been completed, validated and approved. Next stage is to obtain all necessary permits and prepare all necessary materials, resources and tools.
  3. Site Ready for CW (Civil Works). Once all permits, resources, teams, and tools are ready, the site enters this milestone. Now it can be visited by the construction teams or contractors to begin work.
  4. Site Ready for Power On. After the site construction or adaptations have been completed, validated and certified according to quality standards established by the project team, it is ready for power connection, or adequation of current power supply.
  5. TX Ready. This milestone is reached when the transport provider provisions the transport service whether it starts at the RAN Site or at a transport node, and its connectivity has been tested and certified.
  6. Site Ready for Installation. Once all activities related to power on, the contract with the main power company is executed, and all Network equipment is available at the final warehouse. The installation activities can start.
  7. Site Ready for Integration. Once the site is powered on, the TX connectivity is ready, and the equipment has been installed and configured on-site, the Network Integration can start; afterwards, the Acceptance Test Protocols are executed as agreed with the NaaS Operator. If there are any faults detected during this stage, they must be corrected before qualifying to the next milestone.
  8. Site on Air. Once the site has been integrated to the network, and starts driving traffic, it enters this stage.
  9. Site Accepted. Milestone reached after site integration, once all deliverable documentation has been accepted by the operator, and is now stored in required systems, ready for Handover to Operations.
  10. Site in Operations. Final milestone once the Operations group formally accepts the site and is now under their management.

Deployment Manager must track the milestones progress with a tool. The tools complexity shall match that of the project, number of sites, number of regions. The NaaS Operator may use the Deployment Tracking Worksheet to get started.

3.1.2 Planning & Prework stage

Planning involves establishing the Scope, Resources, Schedule and Cost baselines from which all deployment work will be sequenced, executed and tracked. Initial planning activities are carried out from defining roles and responsibilities, to Network design for HLD, up to the Obtention of the Deployment plan. The PlayBook provides customizable Gantt Chart templates that can be adopted by the NaaS Operator for their own deployment project. Below, the Gantt chart for the Planning & Pre-work stage is presented.

Figure 4. Gantt Chart for Deployment Planning & Pre-Work

In Figure 4, each row represents an activity. Then to the right, blue bars represent activity duration, black brackets represent summary activities, diamonds represent milestones, and arrows represent relationships. Figure 4 Illustrates the Deployment Planning (marked in blue) and Pre-work Phase (marked in red), with two internal iterations for the Project Plan (v1, and v2). It considers activities carried out in parallel by separate teams. Based on this chart:

  • Once the Deployment Plan has been reviewed and approved, Pre-Work starts by triggering Vendor Selection activities supported by the Supply Chain Management stream, which involves RFx processes.
  • After Infrastructure suppliers are selected, the project team moves on to complete the Site Selection and Design activities to produce the first batch of LLDs that will kickstart the Deployment Execution phase. The NaaS Operator may also trigger hardware purchase orders to the Selected Hardware Vendors to compensate the production and shipping delay of equipment.
  • The Prepare HLD (v1) activity with ID 4 (predecessor) has to finish, before the Deployment Schedule and Budget preparation tasks can start (successors).
  • The Schedule, Budget, and Plan Risk Management activities have all to finish, before the Review Plan v1 activity can start.
  • The second iteration of the plan (Obtain Plan v2 Approval) depends on the three activities dedicated to refine the HLD, the Budget and the Schedule.
  • The Pre-Work tasks are marked by the ID 25 Kick-Off Deployment Pre-Work milestone, which involve Vendor Selection, detailed Site Selection, Infrastructure Design and preparation of the first Low Level Designs (LLDs) to be implemented during the Deployment Execution phase.

Once the Planning stage is complete, Vendors are selected, and the first batch of Low-Level Designs (LLD) are ready, the operator may authorize the start of Deployment Execution. The purpose of the above analysis is to provide the NaaS operator an example of the Planning & Prework stage; however, duration of each phase depends on NaaS operator needs. The Gant Chart templates are provided for the NaaS Operator to customize their own tasks and schedule.

3.1.3 Deployment execution stage

Once the Pre-Work stage is complete, the NaaS Operator may authorize the start of Deployment Execution. Below the Gantt Chart for the Deployment Execution phase, showing how the last activities of the Pre-Work phase (Site Selection, Infrastructure Design, and LLD) partially overlap with Deployment Execution:

Figure 5. Gantt Chart for Deployment Execution

From the above chart:

  • The first tasks in this phase involve onboarding Selected Vendors into the project, probably by carrying out meetings to establish communications, reporting structure and performance metrics.
  • Then, while Hardware Delivery takes an estimated 60 days, the project team handles Site Surveys (for existing and for greenfield sites), followed by site acquisition, obtaining permits, site construction, fiber construction, power acquisition, and TX connection. This sequence its optimized to minimize delay due to hardware delivery; however, it may change depending on NaaS operator strategy and priorities, (e.g. warehousing costs can be avoided if delays are expected in site acquisition by ordering hardware until site acquisition is complete).
  • Then, Installation & Commissioning can only be started after all site preparations are finished and hardware arrives. In practice, it may be that when a first batch of sites is ready, a first hardware shipment arrives and is then installed; while a second batch of sites is prepared and the project awaits for a second shipment from the vendor.

The Deployment Manager must adjust the schedule according to the actual team for which the provided Gantt Chart templates can be used to customize its own schedule considering available resources for planning, volume of work needed to develop the HLD and LLD, and other external factors such as responses from pre-selected vendors and initial contact with local authorities for permits and licenses.

3.1.4 Deployment Closure and Transfer to Operations

After the first batch of sites has been deployed, and is now providing services to end users, this set enters the Transfer to Operations phase. During this phase, the main responsibility of the Deployment Manager is to confirm all work is done according to requirements, gain final acceptance of sites from the client stakeholder (e.g. the Operations group), complete final performance reporting, prepare historical records and gather final lessons learnt and update documentation for future projects.

Figure 6 shows a generic Gantt Chart for this phase:

Figure 6. Gantt Chart for Transfer to Operations

  • As seen in Figure 6, only after each site has been deployed, the Close-Out package may be finished.
  • Some training may be in place from the Deployment team to the operations group if new technologies were implemented. Through this phase, vendors and part of the deployment team give support to the operations team to manage incidents and problems through their learning curve. This depends on the NaaS Operator strategy, support to the operations team may not be needed.
  • Also, the Document Lessons Learnt activity has a Finish-to-Finish relationship with the Phase closure, meaning the lessons learnt only finishes when the phase is closed.

As with previous stages, a Gantt Chart Template is provided to the NaaS Operator for customization according to its own schedule, tasks and Team.

Gantt chart concepts presented in this and previous sections can be instantiated through Scheduling Tools such as Microsoft Project or Project Libre, where users can build a new project, add or remove activities, adjust their relationships, durations, and allocated resources. These tools allow the Deployment Manager to estimate project duration by using the Critical Path Method (CPM).

The Deployment Manager should calculate initial duration estimates to build the Schedule Baseline (Gantt Chart). Best practices introduce several estimation techniques which are presented and analyzed in the Primer on Critical Path Method & Estimation Techniques.

3.2 Resource Planning

Resource Planning describes the Human resources required to complete a deployment. To define a comprehensive Resource Plan, the NaaS operator must identify their required skills, quantify the amount of resources required for each job and develop a Work schedule for each resource within the project. The following roles can be considered for the NaaS Operator Deployment Phases:

Network -RAN/Transport/Core/IP

  • RAN Network Design Engineer
  • Core Network Design Engineer
  • Transport Network Design Engineer
  • RAN Integration Engineer
  • Core Integration Engineer

Operations – Deployment/Logistics/Maintenance

  • Warehouse Personnel
  • Field Technician
  • NOC Operator

Financial / Legal – Leasing/Financing/RFP

  • Supply Chain Manager
  • Local Attorney

This module assumes that dedicated resources for Construction activities will be provided by 3rd Party companies, however this will depend on NaaS operator Strategy.

Please note that the Runbook provides a customizable Resource Planning Template useful to Plan Human Resources Schedule, which the NaaS Operator may tailor to fit its Organizational needs, and schedule.

The following recommendations on Resource Planning are provided to the NaaS Operator to customize their own Resource Plan:

  • List the required resources:
    • Labor: Identify all the roles required for the Deployment Process, including all full-time, part-time, and contracting roles under NaaS Operator Organization or outsourced Personnel.
    • Services: 3rd Party Service Suppliers that provide specific services. Commonly Construction Companies for Towers or fiber infrastructure construction and installing.
  • Identify the Resource or Company Name and if it works within the NaaS Organization or is a 3rd party supplier.
  • Identify Timeframes which their task or services are required, and their availability.
  • Identify Assumptions and constraints.

After the Deployment Manager has come up with a Resource Schedule, accurate estimates can be performed. During execution, this baseline can only be changed using formal change control procedures (see Section 4.3) and shall be used as the basis for comparison to actual results.

3.2.1 Resource Planning Best Practices

Often resources are shared among several projects or activities in the organization due cost effectiveness. Because of this, the resources originally considered for activities may not be available, or their commitment to project activities could be limited.

How the Deployment Manager manages these situations will be influenced by the overall project priority among others in the program of the organization. Examples of best practices in resource management include:

  • Regarding shared resources, best practices recommend looking at resource calendars when available. The Deployment Manager must approach the resource or their supervisor to negotiate engagement and commitment to the project. From this, the Deployment Manager may update activity duration estimates.
  • When shared or critically required resources are available only at certain times or in limited quantities, or are over-allocated, the Deployment Manager may adjust the start and finish dates of activities.

3.3 Cost Planning

Cost Planning describes the total quantity of financial resources required during each Deployment phase. The total cost of all labor, equipment and materials should be calculated, as well as the total cost of undertaking each activity within the deployment plan.

Typically, a Deployment Project spends most of the budget on purchasing, leasing, renting or contracting the resources for the project (e.g. Network Equipment, Power Equipment, Supporting Infra, Services, Labor). Categorizing the expenses in this way will help to easily identify a cost anomaly that affects the planned budget. Cost Breakdown Structure is used to analyze required Budget and facilitate the Cost Planning activities. This PlayBook provides a customizable Cost Breakdown Structure spreadsheet to reflect and analyze costs. For more information please see the Cost Breakdown Structure (CBS) Primer.

Depending on the NaaS Operator budget strategy and Deployment Manager Scope they can either receive a time-phased budget or elaborate the budget for NaaS operator organization analysis and approval. Once the Deployment Manager has estimated durations and costs for every activity and resource, the budget baseline can be built and either compared to the assigned budget or presented for approval.

3.4 Communications & Stakeholder Management

A Deployment project needs excellent communication as a critical component for success. Stakeholder management is a set of techniques that will ensure the right messages are sent, received, and understood by the right Stakeholders. It comprises three main steps:

Identify Stakeholders

The Deployment Manager should identify stakeholders and their roles within the deployment. Stakeholders are the employees within the NaaS organization (Internal Stakeholders) or other collaborators outside the organization such as vendors, contractors, customers, as they all have interests, roles and responsibilities in the Deployment project.

Define Roles & Responsibilities

A key tool to implement Stakeholder Management throughout the project lifecycle is a Responsibility Assignment Matrix (RAM), commonly known as RACI chart, as the one shown below:

Table 3. Project Responsibility Assignment Matrix (RAM) or RACI Chart

From the table above, the roles are defined as:

  • Responsible. The person performing the work
  • Consult. The person who has information necessary to complete the work
  • Accountable. The person who is answerable to the project manager that the work is done on time, meets requirements, and is acceptable.
  • Inform. This person should be notified when the work is complete.

With the help of this simple table, a large part of uncertainty of who is responsible of what will be avoided. Also, this prevents conflict and potential delays. Every project stakeholder shall have a clear understanding of what is their expected contribution levels, deliverables and deadlines.

This RACI matrix is provided as a template for customization by the NaaS Operator.

Develop Communication Strategy

Once stakeholders have been identified and their roles and responsibilities has been registered in the RACI matrix, it is possible to define a communication strategy by performing the next tasks:

  • Identify a suitable communication channel for stakeholders depending on their activities, including email, phone, SMS, and other digital messaging platforms such as Whatsapp, Skype, Slack, Telegram, etc. For example, it might be easier for a Field Engineer to use WhatsApp instead of emails.
  • Identify what information each stakeholder needs to know about the project. This will help to keep the right focus to the right stakeholders
  • Establish a regular frequency for communication meetings: setting clear expectations of each event. This enables project members to carve out space for important meetings and reports ahead of time.
  • Define rules for important and asynchronous notifications and escalations.

3.5 Risk Planning

To ensure a successful deployment, a comprehensive analysis and planning for risks must be performed. Depending on the complexity of the deployment, the number of identified risks varies. The Deployment Manager can use a Risk Register to manage, control and create possible solutions. This document identifies all the foreseeable risks and the actions needed to prevent each risk for occurring

Risk planning is divided in 2 critical steps which are detailed in the following sections:

3.5.1 Identify Risks

It is imperative to identify Individual Risks, as well as general Project Risks, and document their characteristics. The Deployment Manager and NaaS operator key personnel may identify them through workshops that may include some form of brainstorming.

The goal of brainstorming is to obtain a comprehensive list of individual project risks sources of the overall project and assign each risk an owner. This means assigning to the right person that will apply the planned mitigation actions for a particular risk. Then a Qualitative Risk Analysis should be performed to assign a priority for each risk.

Each risk is assigned a category according to its impact and probability, which is then translated into a score that helps to prioritize the risks; for further additional analysis based on urgency, priority, impact. A generic matrix for priority scoring is shown below:

Probability

0.1

0.3

0.5

0.7

0.9

0.1

0.3

0.5

0.7

0.9

Impact

Table 4. Risk Priority Scoring Table

In addition, a quantitative risk analysis may be performed. For more information please refer to the Primer on Risk Analysis Techniques.

3.5.2 Plan Risk Responses

Once risks have been identified, and analyzed, plans should be developed by the nominated risk owner or the Deployment Manager to address every individual project risk. The NaaS Operator should also consider how to respond appropriately to the current level of overall project risk.

There are five alternative strategies to deal with risks:

  • Escalate. Appropriate when the Deployment Manager agrees that a threat is outside the scope of the project, or that the proposed response would exceed the Deployment managers authority.
  • Avoid. Is when the NaaS Operator acts to eliminate the threat or protect the project from its impact. It may be appropriate for high-priority threats with a high probability of occurrence and a large negative impact. Examples of avoidance include removing the cause of a threat, extending the schedule, changing the project strategy, or reducing scope.
  • Transfer. Involves shifting ownership of a threat to a third party to manage the risk and to bear the impact if the threat occurs. Transfer can be achieved through the use of insurance, performance bonds, warranties, guarantees.
  • Mitigate. In this case, action is taken to reduce the probability of occurrence and/or impact of a threat. Adopting less-complex processes, conducting more tests, or choosing a more stable seller are examples of mitigation actions.
  • Accept. Risk acceptance acknowledges the existence of a threat, but no proactive action is taken. This strategy may be appropriate for low-priority threats, and It may also be adopted where it is not possible or cost-effective to address a threat in any other way

As a result of identifying risks and planning responses, the team will generate a Risk Register, which is the document that captures all the details of the identified risks, individual and general to the project. A Risk Register Template aligned with the NaaS deployment scenario is shown in the following table, the NaaS operator may use it as a baseline and tailor it to its own deployment scenario by adding any other detected risks:

ID

Cause

Event

Effect

Prob.

Priority

EVM (USD)

Strategy and Response Plan

Risk Owner

01

If the Target Coverage is changed

The Site List will change

Rework will be necessary

0.1

Medium

/

Ensure Coverage Area and Service Requirements Change is managed and signed by client.

R.R.

02

If the radio hardware delivered doesnt perform as advertised

Radio Performance will be lower

Configuration change or Hardware Change

0.1

Low

/

Ensure adequate testing and homologation procedures are followed

J.M.P.

03

If installation teams lack the necessary skills and training

Installation will take longer or give way for more accidents or damages

Delivery delays, fines, lawsuits

0.3

Medium

/

Ensure adequate training and certification for all personnel assigned to the project

R.S.

04

If the Operator loses the Deployment Permit

The Deployment may be halted or cancelled

Financial Loss, Loss of Revenue

0.5

High

100 M

Secure Permit, and adhere to all regulation

R.R.

05

If engineers in the Design Team are unavailable

HLD and LLD sections will not be worked on

Project Delays

0.7

High

/

Synchronize with the Engineering Department on 06Resource Availab07ility, Resource Cal08endars, update Sched090ule if needed

M.G.

06

If actual costs are much higher than established margin off estimated costs

Budget will not be enough to cover the Scope

Activities in the critical path may take longer, quality may need to be reduced, or Scope reduced

0.5

High

75 M

Obtain enough references for the 20% of concepts that count for 80% of the budget (Pareto Law).

Carry out more testing, and widen Vendor Selection to foster competition.

Practice Sole Source and Single Vendor avoidance.

A.U.

07

If key resources dedicated to critical path activities become unavailable (illness, resignation)

Activities progress will stop while a replacement is found

Project Delays, Cost increased, Quality Reduced

0.1

Medium

/

Establish Knowledge Transfer mechanisms, Handover process, and back-up team members

M.G.

08

If the organization suffers a cyberattack

Project Data is lost completely

Project activities must stop until systems and data can be rebuilt

0.1

Medium

10 M

Follow IT Best Practices, Periodic Backups, promote Information Security regulations throughout the team and external stakeholders

J.G.

09

If a supplier goes out of business

Activities related to the supplier stop, procurements with supplier are stopped, budget spent at stake

Project Delays, financial loss, quality reduced

0.1

Medium

/

Establish sound Vendor Selection Criteria (e.g. Financial History, ongoing lawsuits, production capacity), and qualify alternative sellers ready to cover supply for emergencies.

A.U.

10

If the project or organization acquire civil responsibility for an accident

Activities related to the accident must stop, government may revoke the license to operate

Massive financial loss, delay, liability

0.1

Medium

80 M

Establish mechanisms in contracts to isolate company from damage caused by third parties, and buy insurance policies.

Y.G.

11

If any financial resource is stolen by any stakeholder

Activities related to that resource wont be completed

Financial Loss, Activity Delays

0.3

Low

100 k

Establish strong mechanisms for Budget Management, avoid cash transactions when possible

S.R.

12

If any tool or instrument is required but not available

Activities related to this resource cant start, unless resource is acquired

Activity Delays, Cost increase

0.3

Medium

/

Strengthen Resource Requirements planning, determine the need to buy or rent each tool or instrument

R.S.

13

If any hardware element of sites is vandalized or stolen

Activities related to unfinished sites must stop until hardware is replaced; or finished sites become out of service

Activity Delays, Cost Increase

0.3

Medium

8 M

Evaluate mechanisms or anti-vandalism add-ons for high-priority sites (stronger locks, perimeters, alarms, cameras).

Consider insurance policies.

R.S.

14

If site survey reveals a selected site lacks space, energy or transport capabilities

Site cannot be built, installed or deployed

Activity Delays, Cost Increase, Quality reduced

0.1

Low

/

Accept. Evaluate second alternatives for each site, consider more than one transport solution per site, and off-grid energy options

X.H.

15

If power is unstable on-site for construction, installation or commissioning work

Site cannot be deployed reliably, resulting in additional site visits

Activity Delays, Cost Increase, Quality Reduced

0.9

High

/

Mitigate. Evaluate usage of portable power generators for installation and construction work; and evaluate the need for higher availability and capacity Backup Power for key sites.

J.V.

Table 5. Generic Risk Register for the NaaS scenario


4 Deployment Control & Monitoring

The Deployment Control and Monitoring starts as soon as a project begins. It is the process of tracking, reviewing, and regulating the progress in order to meet the deployment objectives. Moreover, this process is majorly concerned with:

  • Measuring the actual performance against the planned baselines.
  • Assessing performance to determine whether any corrective or preventive actions are triggered, the status is reported and/or appropriate risk response plans are being executed.
  • Maintaining an accurate, timely information base concerned with the project output and its associated documentation till project completion.
  • Providing information to support status reporting, progress measurement and forecasting
  • Monitoring implementation of approved changes as they occur.

Control and Monitoring Deployment Phase is where the Deployment Manager role has the highest impact. He must measure actual performance against the performance baselines, to determine if variances warrant preventative actions, corrective actions or other change requests.

4.1 Control & Monitoring Guidelines

Control and Monitoring are essential for effective network deployment, from Network Design to a successful transfer to operations. The Deployment Manager should track all the tasks involved using methodologies and strategies that are already defined and planned before the execution.

In order to monitor work, the Deployment Manager shall lead the project team to gather Work Performance Data, such as reports, KPIs, and statistics often processed and summarized by a Deployment Management Tool. The following sections provide guidance to track specific tasks throughout the deployment process. Useful methods to analyze and track deployment performance are described in the Primer on Deployment Performance.

4.1.1 Tracking Design Tasks

Design for the NaaS scenario should be tracked at the site level. To this end, the Design Team should feed progress data into a shared tool or template which the Deployment Manager can monitor for current progress and deviations from the planned work. What has been found to be the most effective information to capture is the Date of completion for each major step in the design process.

This way, the Deployment Manager can obtain KPIs regarding efficiency and throughput of the Design Team. The PlayBook provides templates that the NaaS operator can use to record KPIs described in this section, please refer to the Deployment Tracking Worksheet.

Specially during Network Design, it is essential to track the generation of Low-Level Design (LLDs) and establish agreement with the Design team on delivery dates for batches of sites, that allow to kickstart deployment execution of the first sites.

Recommended KPIs to measure progress of Design tasks include:

  • Total Sites. Not exactly a KPI, but a base figure from which many activities Duration will be estimated.
  • Average Design Time per site (hrs). Design module processes estimate how long it takes for an LLD to go through the process implemented by the Design Module. This way, the Deployment Manager has a sense if the Design team is working at the expected rate, any deviations, which will allow the Deployment team to adjust Execution forecasts accordingly.
  • LLD Rework Rate (%). For cases where the LLD has to be revised due to changes in TowerCo, transmission solution, or particular site configuration, this is considered a rework event. The ratio of additional Design iterations over the total number of sites is the Rework Rate (e.g., 0% means zero rework, 50% means half of the sites needed rework).

Together, the Average Design Time per site (hrs) and the LLD Rework Rate (%) allow for a reasonable estimation of time for the design phase of the complete set of sites.

4.1.2 Tracking Deployment Execution Tasks

Now that partners are carrying out site surveys, building sites and towers, connecting power, raising and installing radio equipment, building fiber, commissioning and integrating equipment, the Deployment Manager has the responsibility for tracking how work is advancing with respect to the baselines. This tracking determines whether there are deviations, forecast updated deadlines and the need for preventive or corrective action.

In terms of Network Deployment, the Deployment Manager could track the volume of sites acquired, built, or integrated up to the current day, and how much was planned to be achieved by then; and also, how much has it cost so far.

To do this, a Deployment Tracking Worksheet is provided to the NaaS Operator for customization.

After extensive experience in Deployment projects, it has been found that storing the date for each milestone is enough to track each deployment step, because it allows to understand delays and advancement of steps at the site level, at the same time allowing for Data Analysis and Visualization.

Below is a sample of the Deployment Tracking Spreadsheet:

SiteID

Region

District

SiteConfig

TowerCo

TowerID

SiteDesignReady_BL

SiteDesignReady_AC

AA00219

North

MTY

MACRO

SuperTowers

ST0014

6/1/2020

6/5/2020

AA00951

North

ZAC

MINI

PremiumTowers

PT001211

6/1/2020

6/2/2020

ED00640

Center

GTO

SMALL

NaaS Owned

T00001

6/1/2020

6/4/2020

FE00941

Center

QRO

MACRO

NaaS Owned

T00013

6/1/2020

6/4/2020

VC00029

South

VER

MINI

NeatTowers

NT0041

6/1/2020

6/2/2020

CH00128

South

CHI

SMALL

NeatTowers

NT0111

6/1/2020

6/3/2020

CA00135

North

MTY

MACRO

SuperTowers

ST0524

6/1/2020

6/4/2020

CA00216

North

ZAC

MINI

PremiumTowers

PT044331

6/8/2020

6/11/2020

CA00162

Center

GTO

SMALL

NaaS Owned

T01110

6/8/2020

6/12/2020

CA00257

Center

QRO

MACRO

NaaS Owned

T00054

6/8/2020

6/10/2020

CA00391

South

VER

MINI

SuperTowers

ST0756

6/8/2020

6/13/2020

CA00130

South

CHI

SMALL

PremiumTowers

PT00984

6/8/2020

6/11/2020

CA00149

North

MTY

MACRO

NaaS Owned

T00612

6/8/2020

6/9/2020

CA00199

North

ZAC

MINI

NaaS Owned

T00803

6/8/2020

6/9/2020

CA00260

Center

GTO

SMALL

NeatTowers

NT00454

6/8/2020

6/12/2020

CA00261

Center

QRO

MACRO

SuperTowers

ST3123

6/8/2020

6/11/2020

CA00262

South

VER

MINI

PremiumTowers

PT99231

6/15/2020

6/16/2020

Table 7. Sample Deployment Tracking Spreadsheet

From the above:

  • SiteID: Unique identifier for site
  • Region/District: Geolocation data (could add columns for latitude, longitude)
  • Site Config: Differentiation among site types
  • TowerCo: Assigned infrastructure leasing company, or NaaS owned
  • TowerID: Assigned leased tower, or NaaS owned tower
  • SiteDesignReady_BL: Planned date for the site to reach the Site Design Ready milestone. BL = Baseline
  • SiteDesignReady_AC: Actual date when the site reached this milestone. This allows to estimate deviations, KPIs and end up as Data point for the Dashboard.

During planning, the team records the planned dates in the columns with the BL (baseline) identifier. Then, during execution the same team records the actual dates in columns with the AD identifier. Further Milestones become recorded in the remaining columns to the right, as shown below:

SiteID

SiteDesignReady_BL

SiteDesignReady_AD

ReadyForCW_BL

ReadyForCW_AD

AA00219

6/1/2020

6/5/2020

6/13/2020

6/14/2020

AA00951

6/1/2020

6/2/2020

6/13/2020

6/16/2020

ED00640

6/1/2020

6/4/2020

6/13/2020

6/17/2020

FE00941

6/1/2020

6/4/2020

6/13/2020

6/17/2020

VC00029

6/1/2020

6/2/2020

6/13/2020

6/17/2020

CH00128

6/1/2020

6/3/2020

6/13/2020

6/17/2020

CA00135

6/1/2020

6/4/2020

6/13/2020

6/17/2020

CA00216

6/8/2020

6/11/2020

6/20/2020

6/22/2020

CA00162

6/8/2020

6/12/2020

6/20/2020

6/22/2020

CA00257

6/8/2020

6/10/2020

6/20/2020

6/24/2020

CA00391

6/8/2020

6/13/2020

6/20/2020

6/22/2020

CA00130

6/8/2020

6/11/2020

6/20/2020

6/25/2020

CA00149

6/8/2020

6/9/2020

6/20/2020

6/21/2020

CA00199

6/8/2020

6/9/2020

6/20/2020

6/24/2020

CA00260

6/8/2020

6/12/2020

6/20/2020

6/21/2020

Table 8. Sample Deployment Tracking Spreadsheet (continued)

Once the baseline dates are established for each site, they are shown on a week-by-week basis. A fragment of the summary sheet is shown below:

Deployment Tracking Summary

Year

Week

StartDate

EndDate

SiteDesignReady

_BL

SiteDesignReady

_BL(SUM)

SiteDesignReady

_AD

SiteDesignReady

_AD(SUM)

2020

22

5/25/2020

5/31/2020

2020

23

6/1/2020

6/7/2020

7

7

7

7

2020

24

6/8/2020

6/14/2020

9

16

9

16

2020

25

6/15/2020

6/21/2020

22

38

11

27

2020

26

6/22/2020

6/28/2020

13

51

13

40

2020

27

6/29/2020

7/5/2020

16

67

26

66

2020

28

7/6/2020

7/12/2020

19

86

19

85

2020

29

7/13/2020

7/19/2020

14

100

14

99

2020

30

7/20/2020

7/26/2020

100

1

100

2020

31

7/27/2020

8/2/2020

100

100

2020

32

8/3/2020

8/9/2020

100

100

Table 9. Deployment Tracking Summary sheet

From the above table:

  • Milestones tracking is summarized by year and week (Start Date, End Date)
  • In each column the sheet adds the number of sites that were planned to reach that milestone that week (baseline); then on the contiguous column, adds up the accumulated for that milestone.
  • The same is done for that same milestone, but for actual dates recorded during Execution (increments, and accumulates).

The PlayBook provides the NaaS operator useful customizable templates to create their own charts depending on the deployment needs, please refer to the Site Tracking Sheet included in the Deployment Tracking Worksheet.

In order to illustrate and compare the performance of the project with respect to the baseline, it’s possible to show the Actual Schedule graphic and the Baseline Schedule graphic, for each milestone. Below, is the SiteDesignReady Baseline Chart vs an Actual Simulation:

Figure 12. Baseline vs Actual for the Site Design Ready Milestone chart

From the above chart, from week 23 to week 24, the actual performance matched that of the baseline. Then, on week 25 the performance suffered, delivering only 27 designs of the 38 planned. The performance lagged during week 26, but at week 27 the gap was almost eliminated. By week 28 and 29, the difference was compensated, and the project work recovered soon enough.

Some of the recommended KPIs to track during Deployment Execution include:

  • % sites on-time
  • % sites behind schedule
  • % Overall Progress

Also, for a finer understanding of the work dynamic among Deployment Milestones, its possible calculate the Minimum, Maximum, and Average of:

  • Time from Site Design Ready to Site Ready for CW. Time spent in the Site Survey if it has not yet been carried out, plus last details of Site Acquisition.
  • Time from Ready for CW to Ready for Power-On. Time spent in civil works (construction) measured in days.
  • Time from Ready for Power-On to TX Ready. Time allocated for the Mains Power company to connect power to the site, or for an energy partner to implement an off-grid power solution.
  • Time from TX Ready to Site Ready for Installation. Time estimated for a TX service provider to integrate the selected transport solution (e.g. fiber, xDSL, microwave).
  • Time from Site Ready for Installation to Ready for Integration. Time allocated for equipment installation and basic commissioning.
  • Time from Ready for Integration to Site on Air. Time spent in integrating the site to the network.
  • Time from Site on Air to Site Accepted. Time spent for acceptance (technical report delivery, review and approval) and potential closure of punch-list.

Please refer to Deployment KPIs within Deployment Tracking Worksheet to find a useful spreadsheet that NaaS operator use to track deployment.

4.1.3 Tracking Transfer to Operations Tasks

Tracking Transfer to operation Process is needed to track the adequate progress of the site reception by operations. Smooth transition allows the release Deployment Execution resources to handle the next batch of sites for integration.

After integration, Transfer to Operations includes a period of Incidences Babysitting. The Deployment Manager should be aware of the total number of incidents during the babysitting process, and the time it took to resolve them. Unless these are within acceptable levels, it could be an evidence of faulty delivery, or further training needs for the Operations group.

Once the site has been accepted by Operations, the Deployment Manager also must gather the lessons learned, and release the resources no longer needed for the project.

The closure of the deployment project involves closing work packages, making sure invoices have been managed, and payments to suppliers sent by Supply Chain Management.

The recommended KPIs to track Transfer to Operations include:

  • % Sites Delivered on Time
  • % Sites Accepted on Time
  • % Sites Delivered behind schedule
  • % Sites Accepted with Delays
  • % Accuracy for Schedule Baseline. Degree at which the Schedule Baseline (Gantt Chart) was close to actual Schedule.
  • % Accuracy for Cost Baseline. Degree at which the Cost Baseline (and Budget) was close to actual costs.
  • Time from Site Accepted to Site in Operations. Time dedicated to transfer the integrated site to operations, with the associated documentation.
  • E2E Time from Site Design Ready to Site in Operations. Total time dedicated for the deployment of that single site.
  • Critical/Major/Minor Incidences. Accumulated incidences throughout the Babysitting period

Please refer to Deployment KPIs within Deployment Tracking Worksheet where NaaS Operator can find the functional spreadsheet for use during the Transfer to Operations phase.

4.2 Risk Management

By accurately tracking deployment processes, the Deployment Manager is better equipped to detect deviations or anomalies that may be related to previously identified risks during planning, or risks that hadnt been unveiled during the planning phases.

Risk Management is an on-going activity for the Deployment Manager, consisting of the following tasks which are performed taking the Risk Register developed during planning as a starting point:

4.2.1 Track Identified Risks

The Deployment Manager can use the Risk Register provided to track the overall risks. As the deployment progresses, risks change: probability, impact, priority and even response plans may change.

Thus, the Deployment managers must work with the risk owners to update trigger conditions and the related metrics in the Risk Register.

4.2.2 Identify and Analyze New Risks

The Deployment Manager periodically works with key stakeholders and risk owners to identify new risks. What is new? What has changed? What has been overlooked?

In particular, the following aspects shall be considered to identify new risks:

  • Major changes to the project or its environment
  • Key milestones reached
  • Unexpected risks
  • Changes in key team members or stakeholders

4.2.3 Manage Risk Response Plans

For each risk or set of risks, a response has been planned. As detailed in section 3.5, Risk owners are responsible to execute the plans. The Deployment Manager must ensure that Response Plans are triggered and implemented at the most appropriate time.

The Deployment Manager continues to work with the risk owners to evaluate the effectiveness of the responses throughout the Deployment Process. Responses are modified as needed and updated in the Risk Register.

4.3 Change Management

NaaS Operator must understand Change within the context of Deployment Management as anything that transforms or impacts projects, tasks, processes, structures, or even job functions.

Therefore, Change Management is critical to effectively adapt the plans, tasks and outcomes of the deployment process. The Deployment Manager must manage change in an effective way to minimize the impact or leverage the change and maintain consistency across the NaaS organization

A communication strategy is the key to achieve a successful implementation of change. As soon as it is detected that a change will be required, a communication channel must be opened between the Deployment Manager and the affected stakeholders. This section analyzes techniques to document, examine, decide, communicate, and implement changes that will help NaaS operator take effective actions over unplanned issues.

4.3.1 Change Control Procedure

Change Control is about dealing with issues, which could be requests for change, off-specification and concerns/problems (other).

To manage change, every Change Request (and its related impact on Schedule/Cost/Quality/Scope) shall be reviewed and approved by an appointed Change Authority. Only approved changes may be implemented. The Change Authority is a person or group who considers requests for change and off-specifications. Commonly is the responsibility of the Deployment Manager but it can also be the Executive Team, Board of Directors, a Change Committee or a specific member of the NaaS Organization.

For a better understanding this section analyze a common change that may happen in RAN LLD.

Change Example: A Change in RAN LLD

In this hypothetical scenario the NaaS Operator share the same tower and masts with another operator. Even when site survey indicates that there is enough space in mast to install the antenna, the Installation Engineer notice that required Azimuth mismatch with space availability. There are 5 steps to help Deployment manager handle unexpected Issues and Changes: Capture, Examine, Propose, Decide, and Implement.

  • Capture: Determine type of issue. As indicate in 4.3.2 Dealing with Project Issues

In the example the issue is a Request of change the Azimuth must be changed to one that fits space limitations. The Deployment Manager record this new Issue as Request Change in the Issue Register and in the Design Tracker as a new Iteration including the Change Description.

  • Examine: Assess the impact of the issue on the project objectives. Priority determines the urgency to implement the change. The Deployment Manager can prioritize issues asking the following questions:
    • Must have: Will the implementation fail if not resolved?
    • Should have: Does it affect the Deployment Operations? How?
    • Could have: Deployment operations will improve? How?

In the example is a Must Have, the Azimuth must be adapted to space limitations.

  • Propose: Propose actions to take:
    • Identify the options: Change solves the issue?
    • Evaluate: At what Cost? Worth the effort?
    • Recommend.

In the example one of the proposals may be an LLD redesign that includes an Azimuth shift in the other sectors in order to avoid an overlap.

  • Decide: The Deployment Manager or Change Authority decides whether to approve, reject the recommended solution.
    • Severity Normal > Deployment Manager.
    • Severity Significant > Change Authority.
    • Severity Major > NaaS Organization Directors.

In the example it is assumed that the Designer is available at the time, there are no other installation task that depend on the antenna installation; thus, the original schedule is not affected and the change in the cost plan is within the contingency reserve. The Deployment Manager can authorize the required change.

  • Implement: Put the recommended solution in action (taking corrective action).
    • Inform the decision, expected actions, deadlines, expected results, and impact to the affected stakeholders in a clear, orderly and effective manner. Please see section 4.3.3 Change Management Best Practices.
    • Depending on impact, the Deployment Manager must update the plan (Schedule, Cost, Resource, Risks)

In the Example the Deployment Manager must inform Designer of the redesign requirements clearly with all the new updates of the site. Field Technician must be informed to postpone antenna installation work until the redesign is ready and continue with missing tasks. The Deployment Manager records the Issue closure date in the Issue Register once is solved.

Figure 13 is a graphical representation of the Issue and change Control Procedure

Figure 13 Issue and Change Control Procedure

4.3.2 Dealing with Project Issues

Issue is a relevant event that has happened and that requires some management action (for example, a question or a Change Request). Issues can be raised at any time during the project and by anyone. Identified risks that are materialized, or the response to those risks when implemented, can be considered issues under the change management context.

There are 3 types of Issues:

Request for Change: It is a proposal for a change to a baselined Design, Schedule, Specification, Work Guideline that has already been approved. i.e. This could be a design change, Installation methods of procedures updates.

Off-Specification: This is something that was agreed to be done but is not provided by the supplier and/or not forecast to be provided, and therefore, is out of specification or off-specification.

Problem/Concern: which could also be a question (positive or negative): Any other issue that the Deployment Manager needs to resolve or escalate; this could be positive or negative.

Figure 14 Dealing with Deployment Issues

As shown in Figure 14, the Deployment Manager and Change authority deal with changes depending on which kind of issue is facing, the strategy also considers the impact of the issue that will decide if the Deployment manager can manage the issue by himself or escalate it to the Change Authority. Below there are some examples of dealing with issues in change management:

  • Request for Change – A Change Request form (Issue Report with status Change Request) will be filled in (description, priority, costs, options, recommended options, etc.). The Change Authority will decide on the change.
  • Off-Specification – Issue Report will be filled in detailing the off-specification. The Change Authority will decide on how to deal with this off-specification.
  • Problem/Concern (Other) – These are other issues, which can of course be positive or negative. The Deployment Manager can handle these issues if within their tolerance or ask for guidance if they bring the stage out of tolerance.

Once the process is defined, the Deployment Manager decides which tools he will use to manage that change control process. Many teams turn to simple issue register spreadsheets to list change requests and track progress. Typically, there are several data points to manage within a change control process:

  • Description of change request.
  • Type
  • Who requests the change?
  • Priority of item.
  • Assignee in charge of implementing change.
  • Date change was implemented.
  • Notes.

Table 13 is a Sample of the Spreadsheet described above:

Table 13 Sample of Issue Register

4.3.3 Change Management Best Practices

The absence of proper communication for a change process may turn into a failed implementation of the required change. Overcommunication or no communication are both undesirable as due to this the whole effort of change can be derailed. If communication is made efficiently and clearly, it will help in building awareness and in getting the subsequent support in the entire deployment.

Below are some items that the Deployment Manager should consider as best practices:

  • Communicate consistently, frequently, and through multiple channels about the change.
  • Communicate all that is known about the changes, as quickly as the information is available.
  • Provide significant amounts of time for people to ask questions, request clarification, and provide input.
  • Communicate the reasons for the changes in such a way that people understand the context, the purpose, and the need.
  • Publicly review the measurements that are in place to chart progress in the change management and change efforts.

1. Site Survey Introduction

A Site Survey is the process of collecting data from an existing site or new area before the deployment of Network Equipment takes place. Site Survey is done through a physical visit to the desired location by a team that will collect the most relevant data according to the NaaS Deployment requirements. A Site Survey is required to evaluate whether the selected site is suitable for construction/adaptation of a Radio/Transport site, and to validate that it fulfills both design and construction criteria.

The Site Survey module provides the NaaS Operator with strategic guidelines that serve as a reference point to decide when a Site Survey is required and which is the best approach to carry it out based on NaaS deployment requirements and use cases.

Finally, through the use of this module, NaaS Operators will be able to generate a comprehensive and complete Site Survey Report, which will be leveraged by Site Construction Management and Network Design modules to adapt network requirements based on it.

1.1 Module Objectives

This module will enable a NaaS Operator to carry out Site Survey activities for different use cases. The specific objectives of this module are to:

  1. Provide an information base and fundamentals of the Site Survey process, highlighting its relevance in a NaaS deployment and describing possible use cases.
  2. Provide guidelines for the definition of a Strategy and the identification of use case(s), enabling the NaaS Operator to establish policies and procedures for the execution of Site Surveys.
  3. Based on NaaS Operator defined use cases, provide how-to instruction on key Site Survey activities highlighting most relevant information required and guidelines for the customization of the Site Survey report.

1.2 Module Framework

The NaaS PlayBook Framework shown in Figure 1 displays the PlayBook Modules and their relationship to the Site Survey Module.

Strategic Plan & Scope and High-Level Network Architecture drive the strategic decisions to forthcoming phases. Deployment is the second step in the implementation strategy, and as other modules, it is supported by Supply Chain Management.

The Site Survey module is included within the Deployment stream and its target is to gather the most relevant data from existing sites, or new areas before the development of new sites takes place. The generated output from this module will be used by Site Construction Management and Network Design modules in order to have a clear image of the existing conditions and accordingly adapt site infrastructure and network design.

Figure 1. Module Framework.

Figure 2 presents a functional view of the Site Survey module where the main functional components are exhibited. Process overview together with critical module inputs are further described and examined in section 2.1.

Figure 2. Site Survey Module Functional view.

The rest of the module is structured in three sections. Section 2 is a birds-eye view of the Site Survey process fundamentals. Section 3 provides guidelines to define a Site Survey strategy, identifying the site surveys and establishing policies for execution. Section 4 provides instructions and recommendations for the execution of the Site Survey activities finalizing with the customization of the Site Survey Report Template to match with the NaaS Operator deployment use cases.

2 Site Survey Fundamentals

This section presents a general overview of the Site Survey process, its importance in a NaaS Deployment and possible use cases in which it can be applied.

2.1 Process Overview

A Site Survey is the examination and data collection of a location which has been proposed to deploy a NaaS network site. This location can be an existing site or area in which a new site is intended to be built.

Site survey process is composed by two general subprocesses:

  • Site Survey Pre work: This subprocess considers all activities that must be carried out before visiting each location. These activities range from identifying the NaaS deployment characteristics, extracting relevant information from input data and define an optimum plan for the site survey activities.
  • Site Survey Activities: This subprocess contains the main activities to be done during a Site Survey. Main activities may vary based on NaaS Deployment conditions and requirements (as will be discussed in section 2.3). Each site survey activity is composed of required information and photographic evidence to be collected at each step.

Table 1 describes main inputs required to define the Site Survey process and main activities.

Input

Description

Impact

Local Map

An updated map of the region in which the surveying sites are located.

An updated map of the region is sometimes more useful than information from Google Earth.

This is required to accurately locate the sites in the region.

Existing Services in the region (energy, communications, etc.)

Information about existing power and telecom services in the region.

Site Survey responsible must be aware of the current state of the location before visiting it.

Site Engineering Information

Engineering layout of the existing construction and structures on a site.

For existing sites, construction experts of the site survey team must be aware of existing buildings and/or structures to facilitate the survey.

High-Level Design (HLD) Reports (RAN / TX)

Proposed RF configuration and TX solutions to be deployed on a proposed location.

Site survey team must collect relevant information of the proposed location for it to be evaluated.

Table 1. Site Survey Module Input Data.

Main output of the Site Survey Module is the Site Survey Report (SSR) which contains all relevant information and photographic evidence to be used as a base for the evaluation of the location by the Site Construction and the Civil & Power Design modules. In addition, the SSR can be used as a feedback of the HLD reports. If proposed solutions dont match with the site’s requirement or if a new site is to be considered, the design team must apply the required changes based on the SSR.

2.2 Role of Site Survey in NaaS Deployment

Site Surveying is an important step in the deployment of a network as it provides exact insight into the current state of the proposed location. Site Survey report is a compilation of evidence that shall be analyzed in further steps to ensure that the proposed solutions (construction, RF and/or TX solutions) will fit with the current state of the facility/site.

A site survey will serve as the foundations for a solid site deployment as the survey team will collect important information about the current status of the site; from how to access the location and its layout, to how existing equipment is installed at the site and available space and infrastructure for the installation of new equipment.

A site survey shall provide enough information to develop plans and designs which match with the current state of the site, allowing NaaS Operators to save time and resources by dealing with accurate information. If a site survey is not carried out, the NaaS Operator deployment team may end up with an unfeasible design or deployment plan, having to consume extra time and resources in a rework process which may lead in deployment delays and the consequences that this entails.

2.3 Use Cases Review

Depending on the NaaS deployment requirements, a site survey can be used for different scenarios (use cases). Each use case will require the site survey to focus on specific details and collect specific data about the surveyed location. Table 2 describes possible use cases for a site survey process.

Use Case

Description

Survey Requirements

Greenfield Deployment

New Tower

This scenario refers to a location which has no civil/tower infrastructure (and hence no telecom equipment).

NaaS Deployment will evaluate the construction of a new site from the ground up in this location.

● Survey of the location and any existing element such as a fence.

● How to access it.

● Elements that surround it.

● Terrain surface.

● Available power supply on site.

Existing Tower

No Overlay

Deployment of a site in a location which has an existing tower that can be used for a new base station.

● Requirements from previous use case, except for terrain surface

● Survey of tower characteristics and available space for equipment.

● Existing power equipment available capacity.

● Existing telecom infrastructure.

● Surroundings at tower level.

● Evidence for the evaluation of proposed TX solution.

Existing Tower – Overlay

Deployment of a site reusing the Radio equipment (antennas and/or radio units) which are already operating on the location.

● Requirements from previous use case.

● Current locations, connections, and models of installed equipment.

Greenfield Deployment Rooftop

Deployment of a new site on top of a building.

● Rooftop characteristics available space for construction.

● How to access the building and the rooftop.

● Elements surrounding the building.

● Rooftop surface.

● Available power supply on site.

Existing Rooftop

Deployment on an existing site located on a rooftop.

● Requirements from previous use case.

● Antenna mounting structure characteristics and available space for equipment.

● Existing power equipment available capacity

● Existing telecom infrastructure.

● Evidence for the evaluation of proposed TX solution.

Table 2. Site Survey use cases.

3 Site Survey Strategy Definition

This section presents guidelines for the definition of rules that will influence the overall Site Survey process based on NaaS deployment characteristics.

3.1 Site Survey Policy

Site Survey is a time-consuming process that implies an additional financial investment in the NaaS Deployment. For these reasons, NaaS Operators must establish some policies to help it decide which situations may trigger a Site Survey process. These situations will imply specific conditions and requirements that will govern the execution of the site survey process and specific activities.

NaaS Operator may use Table 3 as a base to define its own site survey policies:

Policy

Description

Remote Locations

When the site is located on a remote and difficult to access location, NaaS Operators may evaluate if starting a site survey on that site is cost/time feasible to be carried out.

However, the use case shall be considered in this situation as follows:

● New Tower It is recommended to perform a site survey to get the site’s basic information (as descripted in section 4.2.1 and 4.2.2).

● Existing Tower Site Survey may not be required if enough documentation such as site/tower engineering plans are available.

This documentation must display detailed information about all existing infrastructure: towers, buildings, equipment rooms, etc.

Documentation must also include (if applicable) detailed sketch of radio and transport equipment deployed on the tower: heights, orientations, tilts, etc.

Previously done Site Surveys

Site Survey reports may be available from a previous process. NaaS Operators may define whether previously done Site Survey reports are valid and can be relied on based on their generation date, who elaborated it, etc.

Priority

Based on NaaS deployment schedule, some locations may be considered prior to others. The less priority locations may not require a Site Survey to be done.

Table 3. Site Survey policies examples.

In addition, sometimes GIS applications (like Google Street view) can help NaaS Operators in making a quick site survey without a visit to the location. However, NaaS Operators must evaluate the use of these applications for site surveying. Table 4 can help in this evaluation by displaying main pros and cons of using Google applications for site surveying.

Pros

Cons

● Can avoid visiting the location, which means time and cost savings for the NaaS Operator.

● Information about existing radio configurations (number of sectors) can be obtained.

● No accurate details can be obtained (towers height, exact dimensions of the location, etc.)

● Details about equipment inside the location and installation details such as power sources, cabinets, cables, etc. may not be obtained.

● Data on Google applications may be outdated (picture available on the street view may have been taken some years ago) making any information obtained from it not reliable.

Table 4. Google applications main pros and cons for site surveying.

Considering Table 4, it is recommended to use Google applications for site surveying only as a complement to other data. For instance, if an existing site is located in a remote location but the NaaS Operator has access to the engineering documentation of the site, then Google Street view can be used to obtain additional information, avoiding a visit to the location.

Table 5 displays site survey triggers examples, their description and required input data for each one.

Trigger

Description

Required Input Data

Site Acquisition

Before the acquisition of a location (whether for the construction of the whole infrastructure or to reutilize any existing infrastructure), a site survey is required to evaluate if the location is feasible for a base station.

● Local Map

Site Construction

A site survey is required before the construction of a new site to develop a construction plan which matches with de NaaS deployment requirements.

● Local Map

● Existing Services in the region (energy, communications, etc.)

● Site Engineering Information

Site Modification

Site survey is required to obtain information of an existing site and which modifications to its infrastructure must be done to deploy an overlay configuration.

● Local Map

● Existing Services in the region (energy, communications, etc.)

● Site Engineering Information

Design Solutions Validation

Once High-Level designs (RF and TX) have been done, a site survey is required to obtain information that will be used for the feasibility evaluation of the proposed designs; whether for Greenfield or Overlay deployments.

● Local Map

● Existing Services in the region (energy, communications, etc.)

● Site Engineering Information

● HLD Reports (RAN / TX)

Table 5. Site Survey triggers.

3.2 Resources and Logistics

This section provides an overview of the required resources (human and material) involved in a Site Survey process. In addition, guidelines are given on how to organize survey teams and schedule the site survey activities.

3.2.1 Sourcing

Site survey activities require a certain amount of personnel, as well as hours / days of work. The NaaS Operator can choose between to different approaches to carry out the site survey activities:

  • In-sourcing:
    This option requires that NaaS Operator personnel will be moved from their usual activities into site survey activities, which may impact the overall deployment schedule.
  • Out-sourcing:
    By hiring a third-party company, NaaS Operator can ensure that a specialized company will be in charge of carrying out site survey activities following the requirements given to them while keeping the internal team focused on tasks related to the deployment of the NaaS network. Furthermore, the third-party company is expected to have the necessary experience to carry out an efficient site survey. However, hiring the services of a company, implies making a financial investment that will depend on the number of sites to be surveyed.

The choice between in-sourcing or out-sourcing depends on several factors such as the number of resources that the NaaS Operator has, its financial capacity to contract a third-party and the presence of third-party companies experienced in site surveys in the region.

The NaaS Operator can carry out a cost evaluation considering the cost of each one of the human resources that would be assigned to the site survey activities (as will be discussed in section 3.2.2) and comparing this result with the cost of hiring a third-party company. NaaS Operators can evaluate which one (in-sourcing or out-sourcing) comes at a lower cost. Figure 3 represents a methodology that the NaaS Operator can use for the selection.

A close up of a map

Description automatically generated

Figure 3. Sourcing definition process.

3.2.2 Team Composition & Material Description

This section will present requirements to establish an optimal team for Site Survey Activities and a description of materials required for such activities.

3.2.2.1 Team Composition

Site survey is a set of tasks involving various areas: civil infrastructure and installations inspections, and in some cases, tower climbing. Therefore, the integration of specialized personnel in such areas is necessary to carry out the required activities. The number and specialization of the personnel will depend on the use case for which the site survey will be used. For instance, it may be possible that a well-trained engineer can perform more than one of the site survey activities. However, it is recommended, for safety reasons, that at least two engineers per site to carry out the site survey activities.

Table 6 shows the required staff for the site survey and in which cases their participation is necessary:

Required Skills

Description of activities

Use cases

RF Engineer

Check that there are no major obstructions not observable during Design Process and evaluate compliance with RF requirements.

● Recommended for all Use cases. Optional for Greenfield Towers

TX Engineer

Confirm that antenna location space satisfies MW requirements and validate MW LOS.

May be necessary a tower climbing specialist.

● Whenever a MW solution is to be deployed

Civil Work specialist

Document the state of the site: structure, foundations, existing buildings and/or towers, etc.

● All use cases.

Tower climbing specialist

If equipment is installed on top of a tower, it is highly recommended to a person who can climb the tower and document the required data.

Not every person can climb a tower. It requires a special certification to do so.

One alternative to a certified specialist is to use a drone equipped with a camera if detailed data is not required for this task.

● Existing Tower scenarios.

● Overlay scenario.

Table 6. Site survey staff and description of activities.

The number of human resources required to conform each site survey will depend on the number of surveying sites, the personnel available in the organization, and the deployment times (schedule). More details on the formation of the teams will be given in section 4.1.4.

3.2.2.2 Required Materials

To carry out the documentation and measurement activities during the site survey, site survey team needs certain tools. Table 7 displays a list of the required materials and their use based on use cases.

Table 7. Required site survey materials and use cases.

3.2.3 Site Survey Tools

There are some tools and applications NaaS Operator can use to facilitate the organization and management before and during the site survey activities. These tools can be classified into three categories:

  • Management Tools: It is recommended to rely on an application to keep a track on visited locations and locations to be visited. An example of a project management application is Microsoft Project. However, it is highly recommended to align with the management application previously selected in the management modules.
  • Remote Surveying Tools: Applications like Google Earth and Google Street View may be useful for making quick surveying without visiting the desired location. The use of these applications has some limitations and their use must be evaluated by the Naas Operator as discussed in section 3.1.
  • Data Organization Tools: Photographic evidence taken during each Site Survey activity as well as the generated Site Survey Reports can be managed and accessed by NaaS Operator deployment team using cloud applications such as Dropbox or Google Drive (both free access applications). Images can be organized into folders that reflect each site survey activity (as organized in section 4.2).

4 Site Survey Process Analysis and Customization

Figure 4 displays a generic end-to-end process to perform a Site Survey for a NaaS Deployment.

A screenshot of a cell phone

Description automatically generated

Figure 4. Site Survey process description.

Process starts by identifying the applicable use case for the specific site. Data Collection deals with the consolidation of required data provided as input documentation. Based on the identified use case, Resource Preparation defines the composition of the Site Survey team and required material to perform the site survey activities. Survey Plan & Logistics guides the team for internal organization and survey planning. Team Gathering assigns resources to the site survey teams based on the required team composition.

Site Survey activities start with Sites Basic Information which consists of the collection of basic details once the team arrives at the desired location. Civil Infrastructure Survey is performed to gather information regarding the site’s current structure. Power Supply Survey is done to capture data about elements that energize sites equipment. Telecom Infrastructure Survey is then carried out to illustrate existing telecom infrastructure such as cabinets, racks, and cabling. Then, RF Survey and TX Survey are made to obtain data to be used in the evaluation of the proposed HLD configurations. Finally, Site Survey Report Generation guides the creation of the SSR.

4.1 Site Survey Pre-Work

This section presents guidelines to establish and perform Site Survey preparation activities under the specific NaaS Operator environment and use cases.

4.1.1 Use Case Identification

Specific use case(s) can be identified based on the available input data and NaaS Deployment characteristics. This may lead to having more than one use case for a single location. For instance, two use cases can apply for a site with an existing tower: no overlay deployment and rooftop use cases. Therefore, the NaaS deployment may be composed of a combination of locations with different use cases each.

Each site in the NaaS deployment shall be matched (based on its own initial conditions) with its corresponding use case as shown in Table 2.

Final selection of the possible use cases shall be done by analyzing the available inputs. For instance, if no HLD is available, then it is not required the evaluation of RF and TX solutions, this will eliminate the existing tower and overlay use cases from consideration.

4.1.2 Data Collection

Site survey team must collect basic information about the locations and consolidate them into a single document which shall serve as a starting point in the planning definition.

Main data to be collected is displayed in Table 8.

Input

Required data

Local Map

● Exact location (street name, number, etc.)

Existing Services in the region (energy, communications, etc.)

● Existing services on site

Site Engineering Information

● Existing infrastructure and buildings

High-Level Design (HLD) Reports (RAN / TX)

● Coordinates

● Microwave Path

● Configurations

● Scenario (Greenfield or Overlay)

Table 8. Basic information to be collected.

NaaS Operators can use the Site Consolidated Information Template to create its own version of the consolidated information.

4.1.3 Resource Preparation

Based on the defined use case, NaaS Operators will be able to identify the required resources that will integrate the surveying team as discussed in section 3.2.2.1.

NaaS Operators can use the Site Survey Resources Checklist Template to identify its required resources based on the defined use case.

4.1.4 Team Gathering

Once the use case has been defined and the NaaS Operator is aware of which specialists are required to conform the site survey teams, it must select the right personnel among its organization to conform the teams. Table 9 can help NaaS Operator in the selection based on optimal qualifications required for each activity.

Required Site Survey Staff

Qualifications

Civil work specialist.

● Knowledge and experience in civil engineering.

● Experience in field measurement and field data collection.

● Experience in base station construction (site foundations, towers construction, equipment room requirements).

● Experience in power systems for base stations.

● Experience in the installation of telecom equipment.

RF Engineer

● General knowledge in RF design

● Familiarized with RF components of a base station.

● Knowledge in the basic components of a base station, its installation and configuration: Baseband units, radio units and antennas.

TX Engineer

● General knowledge in TX design

● Familiarized with TX components of a base station.

● Knowledge in the basic components of a base station, its installation and configuration: Baseband units, radio units and antennas.

Tower climbing specialist (in case of tower > 10 m) 1

● Valid and updated tower climbing certification (may vary from one country to another).

● Experience in base station deployments.

1 NaaS Operator may require hiring external personal for this position.

Table 9. Site Survey team members selection.

4.1.5 Survey Plan & Logistics

NaaS Operators must be aware that the site survey is a process that consumes a significant amount of time; as a general rule, it is considered that a site survey for one location requires one day. A proper project planning must be done for time and resource optimization.

The project planning may start by dividing the NaaS deployment overall region in smaller subregions if the sites are distributed along several regions. Each subregion will contain a certain amount of survey sites. NaaS Operators can then assign each region to a Site Survey team to document all sites in that specific subregion. In this way, survey teams can be easily coordinated, and a NaaS Operator can have control of the surveyed sites.

Creation of subregions and number of sites per subregion will depend on the distance between sites and NaaS deployment schedule. This means that a tradeoff exists between the number of subregions defined and deployment schedule: the more subregions defined; the more site survey teams will be required but the time to complete all Site Surveys can be reduced.

NaaS Operators must consider assigning priorities to each location. Priority can be defined based on Site Survey policies. For instance, site surveys triggered by a site acquisition process may be assigned a higher priority in the schedule as those locations may require the site survey activities to be performed in order to start the acquisition process.

Figure 5 displays an example of a 7 locations deployment.

Figure 5. Example of region with 7 locations.

Two possible situations can be defined of the survey plan of the example region:

  1. Based on distance between locations, three subregions can be defined as shown in Figure 6. This will require three site survey teams and three days of site survey activities.

    Figure 6. Definition of possible sub-regions for the example region.

  2. Based on NaaS Operators resources availability, it can be decided that only one Site Survey team can be afforded. In this case, the deployment schedule shall consider 7 days for the required site survey activities. In this case there is no need for the definition of subregions as one site survey team will oversee all locations.

4.2 Site Survey Activities

This section provides a description of the site survey activities and guidelines to carry out each activity involved. In addition, instruction on how to gather photographic evidence will be reviewed. The goal is to obtain relevant information for each use case such as structural information present on site as well as any installed equipment. It must be noticed that site survey activities focus on any NaaS Operator existing equipment. Information regarding existing equipment belonging to other operators will be used only to measure available space on tower as will be descriptive in section 4.2.5.

NaaS Operators are provided with a Site Survey Report Template which can be customized based on each site identified use case(s).

4.2.1 Sites Basic Information

Upon arrival at the location, the survey team must collect all available data to help other teams (site construction team, I&C team, etc.) to quickly identify and access the site. Data to be collected is described below.

  • General Information: This information can be obtained directly on the location by reading a nearby street plate, by using an updated map of the region or, as a last option, using Google Earth information. Data to be obtained in this step is:
    • Street Name, Postal Code, Region, State and Municipality.
  • Coordinates, references, and site access: This section is composed of the following data:
    • Coordinates: Using the GPS equipment, exact latitude and longitude of the location must be obtained.
    • Location Access: Short note about how to access the site, i.e.: Site can be accessed directly by car, Site entrance is 50m away from the nearest road, walking is necessary, etc.
    • Site Contact: Verify the name of the person(s) in charge of the location.
    • Contact Phone: Phone number of the site contact.
    • Location references: Notes about site surroundings in order to clearly identify the location without ambiguities.
  • Site Access: Description of conditions to obtain access to the location.
    • Access Type: Whether by using a key, permit, non-restricted, etc.
    • Access Obtention: How to grant access to the location.
  • Obstacles Location at floor level: One team member must step at the center of the location with the compass and identify all obstacles surrounding the location. Obstacles located must be clearly identified and displayed in the 360 Obstacles figure. Figure 7 illustrates an example of an obstacle location.

    Figure 7. Obstacle Identification example.

4.2.1.1 Photographic Evidence

Table 10 describes required pictures for the Site’s Basic Information section.

Item

Description

Access Road

Image to display how the access to the location looks like. Example is shown in Figure 8.

Front Facade

Image of locations front facade showing main entrance. Example is shown in Figure 8.

Sites Panoramic View

Images displaying all sides of the location (Front, back and sides).

Rooftop view

Image(s) displaying as much as parts of the base station as possible. Example is shown in Figure 9.

Table 10. Sites Basic Information photographic evidence.

Figure 8. Main Access and Front Facade pictures. a) Main Access Road, b) Front facade.

Figure 9. Rooftop view. a) Base Station view, b) Panoramic view.

4.2.2 Civil Infrastructure Survey

Civil Infrastructure refers to data regarding locations structure and, if present, data about any construction made on the location. Data to be collected in this step is:

  • Terrain Surface: Survey Team must measure sites main perimeter and record an overview of the location. All objects and buildings inside the location (which cannot be removed and are part of the location itself) must be displayed in the drawing as well as the orientation of the site. Figure 10 displays an example of how the location’s sketch may look like.

    Figure 10. Location overview drawing.

    Information to be measured in this step:

    • Perimeter
    • Total Area
    • Available space on the floor
  • Existing Site Conditions: Team must run a quick evaluation (in terms of integrity: presence of fractures, stability, etc.) the conditions of the structures inside the location. Structures to be evaluated are:
    • Outer fence
    • Floor Foundations
    • Tower Foundations
    • Cabinet Foundations
    • Cabinet outer and inner conditions
  • Existing Tower: Team must collect basic information about tower infrastructure, which includes:
    • Tower condition (rust, broken sections, etc.)
    • Tower type Identify tower type.
    • Tower height If required, a team member will need to climb to the tower in order to make this measurement.
    • Number of faces (sides)
    • Base Diameter & Area By measuring towers base structure
    • Structure (Circular or polygonal)

4.2.2.1 Photographic Evidence

Table 11 describes required pictures for the Civil Infrastructure Survey.

Item

Description

Terrain Panoramic

Image (or images) that display the entire inner structure of the location. Example is shown in Figure 11.

Terrain Ground Plan Sketch

Drawing of the terrain surface as described for Figure 10.

Foundations

Clear image of any foundation present in the location. Figure 12 displays examples of tower and cabinet foundations.

Tower panoramic

Pictures from all angles of the existing tower as shown in Figure 13.

Each angle must be documented (i.e. angle A, angle B, etc.)

Table 11. Civil Infrastructure Survey photographic evidence.

Figure 11. Terrain Panoramic.

Figure 12. Terrain Foundations. a) Tower foundations, b) Cabinet foundations.

Figure 13. Tower Panoramic.

4.2.3 Power Supply Survey

Power Supply survey must capture data about grid connections, grounding systems and elements to energize any equipment on site. Required data for this survey is:

  • Site power supply: Team must get information about how the site is being energized: whether it is by an AC connection or by an alternative power source (solar, wind, etc.) and the location of the power connections. Data to be collected in this regard is:
    • Type of AC Connection How AC is reaching the location: Aerial or underground.
    • Distance to the closest AC line
    • Existing meter serial number Serial number of the power meter which is feeding the equipment.
    • Output Voltage
    • Alternative power source Identify and take note about any alternative power source which is feeding the current equipment.
  • Rectifiers: Team must obtain relevant information about rectifiers supplying the equipment.
    • Rectifier model Can be obtained directly from the equipment.
    • Number of rectifiers
    • Capacity per rectifier (amp) Can be obtained directly from the equipment.
    • Available space for extra rectifiers
  • Batteries: Team must obtain relevant information about battery banks supplying the equipment.
    • Battery model Can be obtained directly from the equipment.
    • Number of batteries
    • Capacity per battery (Ah) Can be obtained directly from the equipment.
    • Battery expiration date Can be obtained directly from the equipment.
    • Available space for extra batteries
  • Indoor and outdoor grounding system: Inspection grounding systems for indoor and outdoor equipment. Required data:
    • Wire Gauge
    • Type of the ground system
    • Ground system material
    • Height of the bar on tower (in case of existing tower)

4.2.3.1 Photographic Evidence

Table 12 describes required pictures for the Power Supply Survey.

Item

Description

Main energy panel

Front images of the main energy panel. If it has a door, both closed and opened images must be taken. Examples are shown in Figure 14.

Alternative power source

Images of the alternative power sources: solar panels or eolic generators.

Rectifiers

Images to clearly identify existing rectifiers and where they are stored. Image of vendor plate with its main characteristics. Example is shown in Figure 15.

Batteries

Images to clearly identify existing batteries and where they are stored. Image of vendor plate with its main characteristics. Photographic evidence is similar to rectifiers image (Figure 15).

Indoor / Outdoor Ground Systems

Image displaying the grounding system used by indoor and/or outdoor equipment. Example is shown in Figure 16.

Tower Ground System

Image(s) displaying all available ground systems for equipment mounted on towers. Example is shown in Figure 17.

Table 12. Power Supply Survey photographic evidence.

Figure 14. Main Energy Panel. a) Closed, b) Opened.

Figure 15. Rectifiers & Batteries. a) Inside cabinet, b) Information plate.

Figure 16. Outdoor Ground System.

Figure 17. Tower Ground Systems. a) Ground system on top of the tower, b) ground system at the towers base.

4.2.4 Telecom Infrastructure Survey

Telecom Infrastructure Survey must identify, describe, and gather evidence of the available infrastructure where telecom equipment is to be installed. Such infrastructure includes cabinets, racks, wall openings and cable trajectories. Information to be collected is composed by:

  • Cabinet Information: Indoor or outdoor cabinets where equipment is hosted.
    • Cabinet dimensions To be measured by the survey team.
    • Cabinet type.
    • Available space for extra equipment.
    • Available voltages inside the cabinet
  • Indoor Rack(s): Racks where equipment is to be mounted.
    • Rack dimensions To be measured by the survey team.
    • Available space for extra equipment.
  • Wall openings and cable trajectories: Document existing wall openings and cable racks.
    • Available space on the existing wall opening Survey team must measure the existing wall opening.
    • Required cable rack for indoor, outdoor and/or tower equipment Measure existing cable racks and evidence their capacity (number of cables).
    • Cable trajectories sketch Existing cable trajectories must be represented on the initial location overview draw. Example is shown in Figure 18.

Figure 18. Cable trajectories sketch example.

4.2.4.1 Photographic Evidence

Table 13 describes required pictures for the Power Supply Survey.

Item

Description

Outdoor / Indoor

Cabinet(s) and/or Racks

Images of the indoor and outdoor cabinets and/or racks front panel. Both closed and opened images must be taken. Examples are shown in Figure 19 (outdoor) and Figure 20 (indoor).

Wall Openings and indoor cable racks

Images to display cable openings (cables going through the wall) and how many cables going on of the cable racks. Example is shown in Figure 21.

Outdoor cable racks

Images to display outdoor cable racks and how many cables are going through it. Figure 22.

Cable Trajectories.

Images to display the trajectories of the cables. They should display the main trajectories taken by the cables on their way to/from equipment. Example is shown in Figure 23.

Table 13. Telecom Infrastructure Survey required photographic evidence.

Figure 19. Outdoor Cabinet picture. a) Closed, b) Opened.

Figure 20. Indoor rack picture.

Figure 21. Wall Openings and indoor cable racks. a) Wall Openings, b) Indoor Cable Rack availability.

Figure 22. Outdoor cable racks.

Figure 23. Cable trajectory towards tower.

4.2.5 RF Survey

RF Survey is intended to collect data about the location’s environment to be used for the evaluation of the proposed HLD RF configuration. In addition, information about NaaS Operator existing radio equipment present in the site must be obtained as well. If equipment present on site belongs to other operator(s), site survey must only focus in understanding how it limits the available space on tower and where new equipment can be mounted.

Required information to be obtained from the RF survey is:

  • For an existing tower: Evidence must be taken about available space in which new equipment can be installed. Images can be taken at floor level; however, this task must be done by a certified professional if the tower is tall and climbing is necessary.
  • Existing RF equipment: If there is an existing base station and NaaS Operator is planning to reuse the installed equipment (i.e., for an overlay deployment), the survey team must get information about the installed equipment and configuration. Required data is:
    • Number of antennas on the tower.
    • Antenna model May need to climb the tower.
    • Azimuth of each antenna Using the compass, see where the antenna is aiming to.
    • Tilt of each antenna Using the clinometer next to the antenna to measure its tilt.
    • Location of the Radio Units Radio units can be installed next to the antennas, on the tower or inside the floor cabinet. Surveyors must identify where they are installed and measure the distance between them and the antennas.
    • Radio unit model May need to climb the tower.
    • Available space for new radio equipment (radio units and/or antennas) if new equipment is to be installed, surveyors must measure the assigned space (negotiated by site acquisition) for the installation of new equipment. The measurement and images can be taken at floor level; however, this task must be done by a certified professional if the tower is tall and climbing is necessary.
    • Number of antennas and available space in the tower must be identified and drawn in a tower sketch. Figure 24 displays an example of a tower sketch.
    • Figure 24. Tower Sketch example.

  • Existing base band unit: Surveyor must identify the base band unit and evidence its model available capacity slots and interfaces for radio connection.

4.2.5.1 Photographic Evidence

Table 14 describes required pictures for the RF Survey.

Item

Description

Available Space on tower

Images displaying the available space on the tower for the installation of new equipment. Examples are shown in Figure 25.

Radio(s) units and antenna(s) connections

Images displaying RF equipment interfaces connections. Close up images are required. A certified professional may be needed if climbing is required. Example is shown in Figure 26.

Existing Radio Units coverage zone

Images displaying coverage zones of every sector. A certified professional may be needed if climbing is required. Example is shown in Figure 27. Using a compass, the azimuth of the antenna must be measured and noted.

Baseband unit

Images displaying front and back of the installed baseband unit. Example is shown in Figure 28.

360 Panoramic View at tower level.

Using the compass, pictures must be taken at tower level covering all angles in steps of 30 (greater steps can be used in homogeneous areas). Examples are shown in Figure 29.

Table 14. RF Survey required photographic evidence.

Figure 25. Available tower space. a) Panoramic view, b) Close up to the available space.

Figure 26. RF equipment interface connections. a) Radio Unit connections, b) Antenna Connections.

Figure 27. Coverage zone of existing sector. a) Antenna, b) Covered Zone

Figure 28. Installed Baseband unit example. a) Front, b) Back.

Figure 29. Panoramic view at tower level.

4.2.6 TX Survey

TX Survey is intended to get data about the location’s environment to be used for the evaluation of the proposed HLD TX solution. In addition, information about any transport equipment present in the site must be obtained as well. Required information to be obtained from the TX survey is:

  • Available Transmission Media: Team must identify if any transport solution is already installed on the site.
    • Optical Fiber Solution.
      • Fiber connection (aerial / underground)
      • Distance from fiber source to the equipment
    • Microwave
      • Azimuth of any existing microwave antenna installed Measure antenna azimuth using compass.
      • New microwave link: Line-of-sight (LOS) feasible from current location to another base station. Using binoculars, aim (if possible) to a base station and verify LOS is possible or not (if the way is free from obstacles). Figure 29 from section 3.2.5 can be used for LOS verification.
    • Satellite
      • Existing satellite equipment Identify satellite equipment and antenna.
      • New satellite installation Identify any spot for the installation of the satellite antenna.

4.2.6.1 Photographic Evidence

Table 15 describes required pictures for the Tx Survey.

Item

Description

Fiber connection

Images displaying fiber connections from fiber source, fiber path and fiber connection to the equipment.

Microwave equipment

Images displaying microwave equipment installation (on tower, on rooftop, etc.). Close up images may be required. A certified professional may be needed if climbing is required. Example is shown in Figure 30.

Satellite equipment

Images displaying installed satellite equipment of available space where it can be installed. Example is shown in Figure 31.

Table 15. TX Survey required photographic evidence.

Figure 30. Microwave antenna mounted on tower. a) Panoramic View, b) Close up view.

Figure 31. Satellite equipment. a) Satellite Module, b) Satellite antenna.

4.2.7 Site Survey Activities Customization

Depending on the defined use case, not every site survey activity may be required to be carried out. Table 16 matches each use case with its required survey activities.

Table 16. Matching between Use cases and required survey activities.

4.3 Documentation

This section will provide guidance for the compilation and formatting of the Site Survey evidence for the generation of the Site Survey report. In addition, guidelines will be given for the customization of the Site Survey template based on the defined use cases

4.3.1 Site Survey Template Customization

The Site Survey Report Template has one sheet dedicated to each site survey activity. Each sheet allows the insertion of data, images, and addition notes (if required). Based on the required use case, sheets which do not apply to the specific use case can be ignored. This way, the resultant report will contain only relevant information for the specific location.

4.3.2 Site Survey Report Customization Generation

NaaS Operator can use the Site Survey Report Template for the generation of its own version of an SSR.

The template allows the required images from each site survey activity to be inserted in its corresponding area. The Site Survey team shall select the best pictures (the clearest ones and those which reflect what was required) in order to avoid ambiguities for those who may use the SSR. In addition, any image can be formatted to highlight a desired feature of the picture. Figure 32 displays an example of an image formatting to highlight, in this case, batteries inside a cabinet.

Figure 32. Example of image formatting. a) Original image, b) Formatted image highlighting batteries inside cabinet.

1. Installation & Commissioning Introduction

The Installation & Commissioning (I&C) Module provides the NaaS operator with background information and recommendations to develop their own I&C strategy, including the selection, training, and support of field technicians who perform activities onsite.

This module also provides guidelines for the NaaS operator to prepare their own I&C tasks, create their own installation methods of procedure (MOPs), develop their own how-to commissioning guides, elaborate step by step integration methods of procedure and define their own installation acceptance criteria and test procedures.

This module consists of three sections:

  1. Installation & Commissioning Process Overview – Shows a high-level description of the process, from prework to acceptance test procedure and the integration of the closeout package.
  2. Installation & Commissioning Strategy – Introduces the low-tech model as the most suitable strategy for the NaaS scenario, including recommendations how the NaaS operator can tailor this strategy to their organization and process.
  3. Process Definition – Guides the NaaS operator to develop their own I&C process in the creation of their own instrumentation.

The process described in this module was developed following a low-tech model, which can be defined as the I&C strategy for the organizational structure, procedures, and tasks designed to support and facilitate the field staff jobs in the NaaS rural operator scenario.

1.1 Module Objectives

This module will guide NaaS operators in planning their strategies and processes for the disparate installation scenarios, and help improve speed and quality of the implementation following the first time right approach (fundamental for NaaS implementation in rural scenarios). The module focuses on the following objectives:

  1. Create awareness of the I&C process, prerequisites, tasks, and outcomes, thereby enabling NaaS operators to customize the process according to their operational and organizational requirements.
  2. Guide NaaS operators to develop their own I&C strategyaccurately defining scope, organization, roles, and responsibilities of the field and support staff based on the rural NaaS environment.
  3. Provide detailed how-to instructions to create a MOP guidelines and checklists for installation, commissioning, integration, and acceptance test activities.

1.2 Module Framework

The framework shown in Figure 1 displays all NaaS playbook modules and their relationship to this I&C module. The Strategic Plan & Scope and High-Level Network Architecture modules provide the business and technical context for the NaaS operator and directly impact many aspects of deployment.

The I&C module is included within the deployment stream. It takes inputs from the RAN & Transmission LLDs and the generated output, serving as the required input for Operations & Maintenance module.

Figure 1. The network deployment and management framework.

Figure 2 presents the I&C process view, where the inputs and tasks are exhibited.

Figure 2 Installation & commissioning process view

2 Installation & Commissioning Process Overview

This section presents a high-level overview of the main tasks, inputs, pre-requisites, and requirements for the whole Installation & Commissioning Process. The process includes I&C Task preparation (Pre-work), Equipment Delivery, Installation, Commissioning, Integration, Acceptance Tests and Close-Out Package.

2.1 Installation & Commissioning Prework

I&C prework is any preparation that comes before hands-on work. It involves a series of tasks required to facilitate field works, thereby decreasing the probability of issues, ensuring the first time right approach, and optimizing the entire process. Some of these tasks are: obtaining access permits, identifying site representatives and points of contact (PoC), and preparing transportation routes to the site. It includes adapting previously developed MOPs, checklists, scripts, and acceptance test procedures (ATPs), thereby streamlining the process that must be customized for each site.

Figure 3 illustrates the prework process. Left-side blocks represent inputs from the TX LLD, RAN LLD, and other sources. I&C prework having customized MOP, checklist, guideline, and pre-requirements outcomes are shown at right.

Figure 3 I&C functional view

Prework tasks are described in section 4.2.1, which includes step-by-step guidelines and recommendations for the NaaS operator to prepare their own I&C tasks.

2.2 Equipment Delivery

In the NaaS operator scenario, equipment delivery to a site is especially difficult for various reasons, such as sites being located far from warehouse distribution centers or cities, or roads being in bad condition (making equipment delivery an expensive and arduous task). Thus, transportation of network equipment, ancillaries, and tools must optimally be done in one shipment.

Delivery starts at a local warehouse, where the network equipment and ancillaries are collected by field personnel who will perform the installation. NaaS operators can choose to hire shipping services; this decision may depend on many factors, such as route challenges, tight schedules, or assigned budget to this task.

The local warehouse personnel must be prepared with the predefined kits for each site (see section 3.4 for more detail), these being properly documented in a pickup checklist that includes information about who will pick up the equipment.

Section 4.2.1.3 contains useful considerations to help optimize the transportation process of the network equipment, tools, and ancillaries from a warehouse to the site. It also includes instructions to elaborate a pickup checklist template, used as a pre-requirement to pick up network equipment, tools, and ancillaries from a local warehouse. A generic pick-up and reception checklist templates can be adapted by NaaS operators for receiving everything onsite.

2.3 Installation

Installation takes place after the Field Supervisor has validated that all field personnel are properly equipped with safety gear and tools onsite, thereby helping ensure their safety.

  1. The field supervisor identifies where the power, transmission, and RAN equipment will be installed, as detailed in the MOP prepared during the prework stage.
  2. Then the power equipmentin cluding power rectifiers or solar panels and batteries is to be installed and tested following all safety and engineering standards. (Grounding of the tower has been performed in the site construction phase.)
  3. Installation of transmission and RAN equipment occurs, following the previously elaborated MOP.

Figure 4 shows a Base Station common scenario which uses Microwave as the Backhaul Technology and the Network equipment is installed within a shelter at the base of a tower. RAN equipment antennas and radio units are mounted for this case at the top of the tower.

Figure 4 A common base station scenario

2.3.1 Backhaul Equipment Installation

Backhaul equipment installation will depend on NaaS operators Tx design. NaaS operators network may include disparate technical solutions as detailed in the following subsections.

2.3.1.1 Microwave Backhaul

For microwave, there are two mounting solutions split mount and full outdoor:

  • The split mount solution consists of an indoor unit (IDU) mounted within an IP55 outdoor cabinet or a shelter, connected via a coaxial UTP or fiber cable to the outdoor unit (ODU) mounted on a rooftop or tower location. Additionally, a switch may be required to connect the IDU to the base station; this depends on the transmission engineering design.
  • By contrast, the full outdoor solution has all the active items, including the modem and user network interfaces, inside the rooftop radio element. It uses an Ethernet or fiber optic cable that can be connected directly to a switch (or to the base station in some specific solutions).

Figure 5 Microwave installation scenarios

2.3.1.2 Satellite Backhaul

The satellite backhaul solution consists of a very small aperture terminal (VSAT) with a remote router or VSAT modem connected to a small (typically 1.2m to 3.8m diameter) dish via a coaxial cable. The VSAT modem is connected through an Ethernet interface to the base station.

Figure 6 Satellite backhaul solution

2.3.1.3 Fiber Optic Backhaul

With fiber optic backhaul, a site router or switch must be installed and a last-mile fiber optic cable from the site to the transport providers network must be deployed (see the Fiber Construction Module for more detail). The NaaS operator must request the transport providers (i.e., FiberCo) connectivity services, ensuring transport availability by the time the site is to be integrated. The transport service is to have been tested and reported to ensure performance and availability of the transport link (this is critical and should be performed before RAN equipment installation begins).

Figure 7 Fiber Last-mile construction

2.3.2 RAN Equipment Installation

For RAN equipment, installation scenarios will depend on selected vendors, site type (macro or small cells), indoor or outdoor installation. Tasks include the installation and cabling of the baseband unit (BBU), radio units, and antennas. Figure 8 shows the most common scenario in rural deployments: the baseband, rectifiers, and batteries are installed within IP55 outdoor cabinets at the base of a tower or monopole; antennas and radios are at the top of it. Fiber optic cables are connected between the BBU and radios alongside the tower and are secured with fiber clips. In a similar way, power cables run from radios to power equipment. Antennas and radios are interconnected using RF cables.

Figure 8 RAN equipment installed in a monopole

This configuration may vary depending on the scenario documented in the MOP defined for each site (described in section 4.2.3), which the field supervisor must follow; this ensures installation methods are in line with the NaaS operators predefined procedures. Installation is complete when all site elements in the receive checklist are in place and verified by the field supervisor.

Section 4.2.3 will guide the NaaS operator how to create their own installation MOP for RAN, transmission, and power equipment for the low-tech NaaS operators field crew. Generic installation MOP templates are provided to be adapted by the NaaS operator with the NaaS administrative, security, and standard procedures, and in accordance with vendor equipment or the installation scenario.

2.4 Commissioning & Integration

Commissioning tasks involve turning on the transmission and RAN equipment, configuring it, debugging, and validating that the end-to-end service works properly. Transport setup includes configuring the required connections to reach a working IP network. RAN configurations include connecting to the core network elements to which the site is related, such as the O&M system, MME, S-GW, and neighbor eNBs.

The commissioning script is commonly prepared by an integration engineer and previously shared in the prework phase with the field supervisor. The commissioning script file is loaded to the transport equipment and includes preconfigured routes to reach the core from the RAN site.

When the transport is successfully configured, the RAN base station is also commissioned. Optimizing the overall procedure, this process configures the base station without having to manually do so.

Under ideal conditions, the field supervisor should receive constant support from the integration team that monitors whether the site can be reached from the core side; both teams work together if troubleshooting is required. Integration tasks may start once the site is reached from the O&M system.

The integration team ensures the site is fully operational and ready for commercial use as part of the NaaS operators network. During this integration phase, the team loads RAN LLD parametrization, configures base station alarms, and site visibility in the O&M System. Additionally, it collaborates with the field supervisor to troubleshoot and clear any external or configuration alarms.

This procedure is discussed further in section 4.2.4 and includes two process diagrams.

In the NaaS operator scenario, the core network composed by MME, S-GW, and IMS might belong to a mobile network operator (MNO). If this is so, the NaaS operator integration team should previously coordinate with the MNO team to configure interconnections between the core network elements and base station.

Once the base station is configured and integrated, the next step is to validate connections between network elements, synchronize the network, and inspect base station performance data in the network management system. Interworking of network elements, as well as the functionality of alarms and recovery systems on a network level are tested.

Section 4.2.4 contains considerations for the NaaS operator to develop its own how-to commissioning guidelines for the low-tech NaaS operators field personnel. It provides a generic commissioning and integrations guideline template to be customized by NaaS operators, dependent upon vendor equipment and including an evaluation of tools and activities prerequisites.

2.5 Acceptance Test Procedure

An acceptance test procedure (ATP) is a critical process before bringing the site into commercial service. Its a multi-step process that involves field tests to validate the hardware installation quality and test the end-to-end service. It verifies site performance in the field as a customer would experience it.

The procedure follows previously defined criteria established in the ATP document, customized for each site and validating each of its elements:

● RAN base station

● Radios

● Transmission equipment

● Power equipment

● Antennas

● Cabling and grounding

The ATP includes a photo report that proves installation has followed the NaaS operators MOP and quality standards.

An acceptance test report is a critical document to transfer site responsibility to the operations team. Naas operators can use this report for other purposes, such as a trigger for invoicing and payment to vendors or third-party services managed by supply chain management.

See section 4.2.5 for more information, which contains considerations for the NaaS operator to define its own installation acceptance criteria of the base station, power, and antennas to develop a step-by-step ATP for the low-tech field personnel. It includes guidelines for the NaaS operator to define their operability and service tests to be included in the ATP, and provides a generic ATP template to be customized by NaaS operators depending on their own acceptance criteria.

2.6 Closeout Package

The closeout package consists of the collection, organization, review, and delivery of all relevant information generated before and during I&C (e.g., site acquisition, construction, I&C and acceptance test reports). As a best practice, its important to define the responsible party for elaborating each document through the deployment phases.

Once each party has theirs ready, they upload it in a site tracking tool or document repository such as Dropbox or Google Drive organizing the documentation on a site-by-site basis. This activity will prove that vendors and service providers followed all the contract agreements and their objectives have been met. The closeout package facilitates future operation and maintenance tasks.

Section 4.2.6 provides a generic closeout package checklist to be customized by NaaS operators, dependent upon their generated documentation within the I&C process. Additionally, Section 4.2.6 evaluates documentation management platforms to be considered within NaaS operator tools.

3 Installation & Commissioning Strategy

In RAN sites located in rural locations, the I&C process plays a critical role in achieving a successful and affordable rollout. NaaS organizations must tailor their processes to their scenario, as well as develop a strategy to overcome challenges in rural deployments. These have their own characteristics, where site access is generally difficult (location far from warehouse distribution centers, cities, or even paved roads). I&C must therefore be conducted with a goal to perform it first-time right, avoiding repeated site visits that can result in delays and cost overruns. The following subsections analyze strategies that NaaS operators might follow to fulfill the required tasks.

3.1 Insource vs Vendor Outsource

A NaaS operator can choose to have its own collaborators be responsible for carrying out I&C tasks (insourcing), or contract a third-party company to undertake it (outsourcing). Insourcing implies that NaaS operators have the required job profiles within their organization or that they can hire additional workforce. On the other hand, choosing to outsource I&C activities requires an extra investment. Therefore, sourcing selection implies a tradeoff between spending financial resources on a third party, building an internal team with the resources that NaaS Operators already have or hiring additional collaborators.

3.1.1 Insourcing Scheme

With respect to insourcing, having an internal employee handle matters lets NaaS operators customize their process if its required, since such staff can respond to changes more quickly than if theyre subject to outsourcing. Additionally, insourced employees can move to other tasks after the I&C process, such as network maintenance, where they’ll need less management and likely make fewer mistakes than an outsourced person who feels no loyalty to the NaaS operators business.

Note that with insourcing, the cost of required tools, vehicles, and personal protective equipment is absorbed by NaaS organization, so its best practice to take care of these tools so they may be used in forthcoming phases.

3.1.2 Outsourcing

With outsourcing I&C tasks, its most common to hire professional services from vendors or consultants. Vendors organize their own team, including implementation managers, project managers, specialized RAN and core integration engineers, among others. Offered services will vary depending on the agreement and very likely will increase the cost but facilitate the entire deployment.

If NaaS operators choose to outsource personnel, then payroll, additional benefits and (US) Social Security taxes are the outside contractors responsibility. Depending on the agreement, additional costs such as tools, vehicles, and personal protective equipment can be included in the contractor agreement.

Additionally, outsourced contractors provide a great deal of flexibility to the NaaS organization; their service can be used at the convenience of the NaaS operator. This is especially helpful in situations where the implementation is altered in some way. For example, if a regional rollout is halted due to any reason that doesnt depend on the NaaS operators plans, then there is no need to stop the work and maintain idle resources.

Below is a list of NaaS operators outsourcing responsibilities:

  • Identify the most suitable contractors for I&C, as well as RFI & RFP processes to be carried out as the Supply Chain Management Module suggests.
  • Identify work that will be temporarily outsourced.
  • Monitor work underway in the same way it would be if it were insourced.
  • Ensure outsourced suppliers comply with this contractual condition:

Overseeing the progress of key I&C tasks will help in keeping a record of when milestones are completed for each site per the planned schedule . Contractor reports may be used as a trigger for milestone completion. Reviewing all activity reports will improve quality by locating works that need improvement (or reworks if necessary), until the required task meets the expected outcome.

3.1.3 I&C Roles

For the following roles, NaaS operators must evaluate if each can be covered by insourced staff or require outsourcing.

Field Supervisor

A field supervisor permits flexibility in overseeing the installation; they can oversee installation at more than one site if tight scheduling exists. In addition, they might manage multiple installation crews if this is required. The following tasks are considered within the field supervisor scope:

  • Oversee installation procedure.
  • Perform or oversee commissioning process.
  • Perform acceptance test procedure.

Due to these role requirements, its recommended to insource this resource whenever possible, since their required expertise will be useful in forthcoming phases (up to maintenance of the network).

Installation Technicians

A team of installation technicians can perform the installation and cabling of network equipment and, depending on the established scope, might also perform commissioning.

If network expansion is not soon planned and NaaS operators have field supervisors within their organization, then its recommended to outsource the installation technicians, if possible.

Integration Engineer

Integration engineer is a specialized role requiring deep technical knowledge of the network equipment and technology, so the NaaS operator may consider engaging an integration consultant service to perform the following tasks:

  • Assist in developing all procedural integration methods.
  • Assist in designing training programs.
  • Assist field technicians during the commissioning process to ensure sites are properly integrated into the network.
  • Perform integration services and set RAN LLD parameters to the BTS.
  • Elaborate commissioning scripts and assist in validating that BTS connectivity from core network elements has been successfully completed.
  • Assist in developing O&M and service criteria for acceptance tests, and collaborating during the procedure to ensure all requirement compliances.

Due to the characteristics of the tasks that integration engineers perform which most of them are performed just during the deployment, NaaS Operators may consider outsourcing the integration engineer role.

3.2 The Low-Tech Model

Another option is to develop a strategy that reflects the NaaS operators own conditions. This strongly depends on choosing personnel who know the deployment area and are able to work in challenging field condition seven if they don’t have full technical knowledge to perform more complex I&C tasks. Under these conditions, this playbook introduces the low-tech model; its an approach for NaaS operators to adapt their organization, processes, and tasks to achieve the first-time right goal using low-tech personnel.

The low-tech model is a strategy for the NaaS operator to obtain field technicians locally for I&C tasks. This is only provided if there is enough support from all other stakeholders through all process phases, the objective being to facilitate their tasks in difficult rural environments. This is to ensure the quality of site work and meet each target date on time.

This model considers four key stakeholders: the deployment manager, the integration engineer, the field technician, and the warehouse manager. Together they can perform certain actions, in addition to their present scope, that will support the field technician at the various I&C stages.

The Deployment Manager

  • Gets site access permissions (in the event of leased or brownfield sites).
  • Provides the pick-up checklist, showing each network equipment piece and all ancillaries required on site. It is a copy that the warehouse manager will use to deliver equipment to the field technician, helping ensure there is no item missing at time of equipment delivery.
  • Provides routes to sites; this might include multiple stops at different sites.

Integration Engineer

  • Develop I&C scripts in the prework stage; these are shared with the deployment manager and field technician.
  • Develop I&C MOPs. A good practice is for disparate NaaS operator stakeholders to review the MOPs; this helps ensure that theyre easy to follow and there are no mistakes.
  • Validate that all links from the site to the core have been successfully created during the commissioning process.
  • Provides technical support to field supervisor in event of troubleshooting during commissioning and acceptance testing procedures.

Field Supervisor

  • Acts as main communication point between the site(s) and the deployment manager.
  • Provides leadership to onsite staff, subcontractors, and other parties.
  • Investigates and troubleshoots potential issues.
  • Performs the commissioning process.
  • Ensures safety policies are strictly adhered to.

Deployment Team

  • Performs the kitting process for each site, preassembling individual network equipment components and ancillaries into kits ready for pickup in the local warehouse. This is in lieu of individually picking and packing each piece, thereby facilitating the field engineers pickup task.

Figure 9 shows a visual representation of the low-tech model:

Figure 9 The low-tech model

NaaS operators must decide on one of the presented approaches and tailor it for their organization. Table 1 provides advantages and disadvantages of the low-tech model.

Advantages

Disadvantages

Lower cost of operation (cost savings is expected to be critical in rural deployments)

Training may be required

Overall increased control of the deployment

Additional tasks are added to other team members

No need of third-party vendors in their operation

Finding experienced resources locally may be challenging

NaaS operators will learn to deploy an installation rollout (useful for future expansions)

Deployment may be slower due to employee learning

Table 1 Advantages and disadvantages of the low-tech model

low-tech model should be considered under the following circumstances:

  • Lack of experienced field technicians and/or supervisors in the NaaS staff
  • Very limited budget
  • Deployment occurring in really hard-to-reach areas, making it more reasonable to have local resources instead of those who are highly skilled.

3.3 Technician Training

As part of the low-tech model and in compliance with local authorities, NaaS operators should consider a training program for field technicians and supervisors to ensure they have the knowledge to safely work with power equipment and work on towers at height. Additionally, its recommended to perform training regarding how to properly install and commission sites, as this will result in better deployment quality, speed, and efficiency.

A NaaS operator can develop training with the following considerations:

  • Understand attendees professional profile, current position, and application of training
  • Develop learning/competency objectives for each module
  • Establish schedules, project plans and roles and responsibilities.
  • Develop competency-based exercises and tests to ensure mastery

Specific features of the training plan may include:

  • Site power configurations, hardware, and expansion
  • RAN equipment: installation, commissioning, and troubleshooting
  • Microwave equipment: installation, commissioning, and troubleshooting
  • General site integration procedures
  • Occupational health, safety, and environment protection
  • Administrative and security procedures

If the low-tech field technician gets proper training and there is support for them in the field, the cost-benefit ratio in the short- and long-term will be higher, (e.g., the NaaS operator will be able to deploy sites faster and the same resources could be used in the future for maintenance tasks).

3.4 Kitting Process

Kitting is a material management strategy used to create prepackaged and prelabeled components, thereby increasing efficiency and reducing time-consuming organization of equipment delivery. Kits simplify the supply chain by combining several network equipment pieces and ancillaries that are always used together into a single kit (dependent upon installation scenarios).

A NaaS operator can use these steps to create a kitting program that eliminates SKUs and streamlines the supply chain:

  1. Identify who will be responsible for the kitting process
    The kitting process may be performed during various supply chain phases ; therefore, task responsibility may vary.
    1. Before shipping: kitting could be performed by vendors.
    2. Upon local warehouse arrival: by a NaaS operator employee, or it can be requested it be performed by the warehouse operator.
  1. Develop Kits for RAN Scenarios
    The RAN HLD module and model sites establish a reduced number of RAN scenarios; this will facilitate multiple phases, from equipment shipping to installation. This homogeneous/reduced set of scenarios will enable the kitting process as well.
    Preassembling kits for each scenario will facilitate equipment pickup and delivery, since its enough just to follow a checklist (facilitating the low-tech installation technicians task.
  1. Develop Kits for Backhaul Scenarios
    Independently of a RAN scenario, the backhaul solution could vary depending on the feasibility of transport solutions and capacity requirements for each site. A satellite kit, microwave kit, or a fiber optic kit could be added to the kit process.
  1. Develop Kits for Installation Environment
    Indoor and outdoor scenarios require different hardware and ancillaries to protect the network equipment, such as IP65 cabinets, from weather conditions . Organizing kits by indoor or outdoor installation location will greatly improve management of ancillaries , decreasing the possibility of bringing the wrong equipment to a site. As a best practice, the NaaS operator might consider organizing their kitting by indoor and outdoor installation categories.

  1. Develop Kits for Power Equipment
    Kits for power equipment could be created following power design scenarios (e.g., grid or solar), including (but not limited to) the battery bank, rectifiers, power distributors, and monitoring stations.

The following table shows an example of kitting an outdoor site:

Rural Site : RUR2020

Kit #

Description

Component

Quantity

Code

1

.Outdoor grid power

Power distributor X

1

SKUSR

Rectifier vendor X

1

SKU1KMFBR

Battery cabinet vendor X

1

SKUSCV1

Breakers vendor X

10

SKUBRK01

Battery vendor X

6

SKUBTRY01

2

SAT backhaul

Vsat-DISH

1

SDKUVSDSH

Vsat modem vendor 2

1

SKUMV2

Coaxial cable 30 mts.

1

SKURRUV2

Ethernet cable

1

SKUDRANT

Connectors

2

SKUSFP

Mounting ancillaries

1

SKUFIBR

3

Outdoor baseband x2 sector 2x2MIMO

 

Radio unit vendor 2

2

SKURRUV2

Directional antenna vendor 5

2

SKUDRANT

MM SFPs vendor 2

4

SKUSFP

MM fibers vendor 2

2

SKUFIBR

Baseband unit vendor 2

1

SKUBBU

Cabinet for NW equipment

1

SKUCAB

4 Process Definition

Processes provide a way to communicate and apply consistent standards and practices within NaaS operations. A procedure defines activities to be undertaken, who performs them, their purpose, how they are performed, and who is responsible. Once worked through, a process provides an efficient way of performing a given task in a consistent way, thereby greatly reducing reworks since all know exactly what, when, and how to perform their tasks.

This section provides a generic process NaaS operators might use as a reference in defining their own processes that better suit their organization. It also includes guidelines to help NaaS operators develop their own administrative and security processes. Additionally, it contains instructions to create their own I&C instrumentation, such as a checklist, MOPs, and guideline templates.

4.1 Administrative & Security Process Definition

In Greenfield scenarios, the site is acquired before the installation by the NaaS operator; thus, the responsibility of taking care of the security, safety, and legal procedures belongs to it. The NaaS operator must assign a site owner to be responsible for the security of the site, predefining their administrative and security procedures for site visits on a site access procedure. For existing sites where a installation space is leased (e.g., MNO towers or a private building), site owners must inform the NaaS operator about their access request requirements, the operator then considering those requirements as part of their own procedures.

This section evaluates site access procedures, including safety and legal requirements. NaaS operators may consider these procedures as prerequisites to work on their site facilities, thereby avoiding security issues and ensuring field worker safety while avoiding legal penalties.

4.1.1 Safety Procedures Definition

Prior to allowing anyone to work on a site, a relevant risk assessment and a safe work procedure (SWP) must be developed and provided to the site owner.

Safety procedures are detailed documents that cover the implementation of safe work systems. As such, they constitute a mandatory element in attaining the required safety standards given either by industrial standards or by law. Its imperative that the NaaS operator be informed of local regulations and ensure that all field workers follow the safety procedures.

Below there is a set of considerations for NaaS Operator in order to develop their own Safe Work Procedure.

  • Training &#8210 NaaS operators must ensure that field workers have the proper training to work with power equipment and work at height.
  • Worksite Analysis and Inspection &#8210 NaaS operators must ensure that all sites have the proper facilities to avoid work accidents.
  • Emergency Response &#8210 NaaS operators must ensure that all field workers know what to do in case of an emergency.
  • Personal Protective Equipment &#8210 NaaS operators must ensure that all field workers know how to properly wear their personal protective equipment.
  • Electrical Safety &#8210 NaaS operators must ensure that all space assigned for power equipment be properly marked.

The above considerations are just an example of NaaS operator safety procedures; please review local regulation requirements.

The deployment manager or field supervisor is to ensure that the safety procedures are kept up-to-date and under constant review in light of feedback from operational experience and safety audit reports. Changes are to be initiated where existing safety procedures are found inadequate or in need of improvement. As a best practice, NaaS operators may include a checklist in their installation MOPs. The Check-list will ensure that field workers perform the required safe work procedures, requiring each field worker sign that theyre in compliance. Then the document must be included in the close-out package.

4.1.2 Security Procedures Definition

A NaaS operator and site owners may use a security control with an access procedure to control visitors to the site. Visitors must obtain written authorization from the site owner before entering the site. This should be submitted to the site owner with the access request form. Field workers must carry relevant records of their competency and a copy of the safe work procedures on each visit to the site.

Field technicians who access a site for any reason might perform potentially hazardous tasks or have the potential to interrupt a service of another company; here the site owner must know which activities are being undertaken on their site. The more information visitors can provide, the better. As a best practice, site access can only be given for the permitted use described in an approved access request form. Any additional work or variations to the initial proposal must be submitted to the site owner or infrastructure owner for further approval. An access request form template is provided for NaaS operators to adapt to their own security standards.

4.1.3 Security Requirements

A NaaS operator may consider adding working periods in their access request form to avoid work overlap during that period. This is to avoid unauthorized visitors and enhance the control of any security issue. Overestimation of access times can be refused, especially where such access inconveniences other service users. Underestimations of access times must also be avoided, as they often lead to service interruptions due to work running overtime.

Additionally, to control access during the commissioning and integration process, all stakeholders must previously request access to the network to the NaaS operators network operation center (NOC), providing their user ID so as to perform the network configurations (this has been previously mentioned in the NaaS operator scenario, as the core network could belong to a mobile network operator (MNO). If this is the case, the NaaS operators integration team and MNO personnel can schedule integration of the RAN site with the MNO core network (this is commonly performed by MNO staff).

4.2 Process Guidelines and Instrumentation

The following sections provide guidelines for the NaaS operator to prepare for the I&C tasks, create their own I&C MOP, define acceptance test criteria, and properly manage all the generated documentation using the most appropriate tools and methods.

4.2.1 Pre-Work Guidelines

Before installation procedures, a set of tasks must be prepared to enable seamless work, thereby avoiding delays and rework that result in cost overruns. The scope of the prework task is to ensure all requirements (e.g., BOQs, site survey reports, TX LLD, RAN LLD, vendor installation and configuration guides) are in place in preparation for the following tasks:

  • Request access permits
  • Control and manage outgoing equipment from the warehouse
  • Plan transportation routes from the warehouse to the sites
  • Customize the MOP on a site-by-site basis
  • Generate configuration files for each site

In this way, all requirements will be ready before field technicians arrive at the remote sites. A best practice is to identify points of contact (PoC) for each requirement; each will upload their respective documents to cloud platforms such as Google Drive, DropBox, or SharePoint. In this way the information can be easily referenced.

In addition, the NaaS operator must identify the PoC or site owners for each site so as to coordinate access and activities. All these prerequisites can be used as a go/no go enabler to initiate equipment transportation tasks.

This module provides a prework checklist template to ensure all inputs and prerequisites are complete before hands-on, in field operations.

4.2.1.1 Access Permits

Access permits are required regardless if the site is owned by the NaaS operator or is leased on an MNO tower or private building. The owner of each site must be properly identified before performing the site access procedures. A best practice is to perform the procedure several days in advance (the number of days will depend on each site owner); this must be done for each work visit to every site.

The deployment manager might carry out this activity, sending the access request form to the previously identified site owner with the required identification of all NaaS operator field technicians. The NaaS operator might use the access request form template for this purpose.

4.2.1.2 Equipment Pickup Checklist

After a NaaS operator has defined the kitting process, the warehouse manager, deployment manager, and field technician must be aware of each equipment piece to be installed. This is to follow the RAN LLD BOQ detailed in a pickup checklist prepared for each site that details:

  • the warehouse of origin
  • destination site.
  • warehouse staff responsible for delivering the equipment
  • technician responsible for receiving the equipment

The checklist must be shared and signed by all stakeholders. As a best practice, it must be included in the closeout package as proof that the equipment left the warehouse. A NaaS operator may use the equipment pickup checklist template for this purpose.

4.2.1.3 Route Planning

Depending on the deployment plan and for multiple reasons (e.g., optimize NaaS operator vehicle use) equipment delivery might include visiting more than one site . Improving the planning process to reduce the number of trucks, miles, and drivers can increase business efficiency.

Here is a set of considerations for rural route optimization:

  • Define the destination site A destination site is where a field technician team transporting the equipment will perform the installation. (Additional site stops might be included to drop off network equipment for other teams.)
  • Calculate equipment volume and weight This must be considered so as not to exceed vehicle load capacity and comply with road regulations (thereby avoiding possible fines and delays).
  • Obtain vehicle load capacity The load capacity will define the number of stops. A smaller vehicle might need to go directly to the destination site, while a high load truck could stop at several sites.
  • Personnel Regulations can stipulate that a driver is limited in relation to the amount of driving they can do during a single time span; mandatory breaks may need to be factored in.

A good practice is to develop a spreadsheet that includes the site address; this can be imported to a planning route tool. Several free online tools can help plot a route, the easy-to-use Google Maps likely being the most popular. And its possible to export the route spreadsheet to Google Maps, enabling the tracing of a destination site route and determining which sites are close to the it.

See https://www.google.com/earth/outreach/learn/visualize-your-data-on-a-custom-map for more information.

4.2.1.4 Installation MOP Generation

Once a Naas operator has created its own MOP, it should be adapted for each installation site, reflecting the specific site information, power equipment, transmission technology, and RAN scenario.

This is an essential part of the low-tech model, addressing field technicians with the specific task to perform (thereby avoiding possible mistakes and achieving successful ATPs).

4.2.1.5 Commissioning Script Generation

Before the installation task can commence, the TX LLD must reflect each network element IP address, including the IP link between the base station and O&M system.

The integration engineer needs this information to generate the commissioning script that is to be loaded in the local base station.

4.2.2 Equipment Delivery Guidelines

Equipment delivery involves warehouse personnel, field technician(s) and the deployment manager.

4.2.2.1 Preparation

Field personnel must have their badge or personal identification, have double-checked that they have brought all required tools and safety gear, that all is in optimal condition. They must also have verified their vehicle is in good condition and its documentation is readily available. Additionally, they have gathered their transportation routes, site permits, keys or codes, and a copy of the equipment pickup checklist provided by their deployment manager.

Previously shared by the deployment manager, warehouse personnel must be aware who is to pick up the equipment.

4.2.2.2 Equipment Pick-Up

A best practice is for both local warehouse and field personnel to double-check the network equipment and ancillaries. Afterward the validation, field technician and warehouse personnel must sign the equipment pickup checklist which must be used as proof that the right equipment was delivered to the field technicians. Both, warehouse personnel and field technicians must keep a copy of the document. Field personnel must follow the transportation routes and report to the deployment manager when they arrive at each site included in the route.

4.2.2.3 Receiving the Equipment

Once the field personnel and equipment arrives at the site location and administrative and security procedures are performed as defined in section 4.1, the receiving task is carried out. This entails unpacking previously assembled kits, filling the site equipment reception checklist, and verifying that all equipment arrived in optimal condition. This task must also be performed if a shipping company delivered the equipment. When the receiving task is complete and field personnel properly rested , the installation task can be performed.

4.2.3 Installation Guidelines

This section guides the NaaS operator about how to create its own MOP for RAN, transmission and power equipment installation for the NaaS operators low-techfield crew.

For NaaS operators to develop their own installation MOP, this section provides a set of considerations, analysis, and useful examples used in actual installation rollouts. As a best practice, NaaS operators might consider organizing their procedures in three distinct MOP documents that will guide the field technicians tasks:

  • Power equipment installation
  • Transmission equipment installation (satellite, microwave, and fiber)
  • RAN equipment installation

A best practice is to layout MOP tasks in chronological order (as seen in the example below):

Power Equipment Installation MOP Contents

Backhaul Equipment Installation MOP Contents

RAN Equipment Installation MOP Contents

1. Access Request

2. Health & Safety Measures

3. Preinstallation Procedures

4. Connection Diagram

5. Equipment Description

5.1 Power Equipment Installation

5.2 Cabling & Labeling

 

1. Access Request

2 .Health & Safety Measures

3. Pre-Installation Procedures

4. Connection Diagram

5. Equipment Description

5.1 Antenna Mounting (Microwave or VSAT dish)

5.2 IDU or Modem Mounting

5.3 Cabling & Labeling

1. Access Request

2. Health & Safety Measures

3. Preinstallation Procedures

4. Connection Diagram

5. Equipment Description

5.1 Antenna Mounting

5.2 Radio Unit Mounting

5.3 Base Station Mounting

5.4 Cabling & Labeling

Table 3 Chronological MOP installation tasks by type

The table shows the MOP content for power, backhaul, and RAN equipment installation. Note that the Access Request and Health & Safety Measures entries are the same procedures for all documents, so a NaaS operator might consider splitting those sections into another document.

This module provides generic installation MOP templates for power, backhaul and RAN to be adapted by NaaS operators. The following section is an analysis of a generic MOP for RAN equipment installation.

4.2.3.1 Access Request

The MOP should include a section that indicates the task that a field technician must perform step-by-step to request site access, as previously defined by the NaaS operator and described in section 4.1.3.

4.2.3.2 Health & Safety Measures

The installation MOP must contain a set of tasks to prevent injuries and detail the PPE that field technicians must wear during equipment installation tasks. NaaS operators must include and consider those tasks as a prerequisite for equipment installation procedures, as was previously defined in section 4.1.1.

4.2.3.3 Pre-Installation

Preinstallation tasks are a set of validations field technicians must perform before equipment installation. A NaaS operator can consider it as a prerequisite before the hands-on installation tasks and add it to their MOP. A list of tasks the NaaS operator can include in their MOP follows:

1. Site Material Received

A field supervisor or technician must verify all equipment is delivered to the site according to the receive checklist and is in good condition. A best practice is to include a copy of a receive checklist in the MOP.

2. Details of Tools and Testers

A MOP might include a list of tools and testers at the beginning of the document; to save them time, this will help ensure the installation technicians have all the required tools before climbing a tower or entering a private site. Figure 10 shows common tools used in RAN equipment installation.

Figure 10 Common tools used in RAN equipment installation

3. Verify Weather Conditions

The field supervisor must verify weather conditions before work is done in heights. Best practices should not allow work in heights where winds velocity exceeds 30Km/h. Water, snow, or ice accumulated on the tower should be an indication that installation tasks should stop until conditions improve.

4. Winch Installation

Installing heavy components in heights will require a winch or a crane that uses iron cables; the winch must be fixed on a completely stable structure.

Figure 11 Commonly used winch for tower installation

Installation procedures can start when the winch is properly installed.

4.2.3.4 Connection Diagram

To achieve a better understanding, for each installation scenario a connection diagram, showing the interconnection between network elements, must be developed for RAN, backhaul, and power equipment.

Figure 12 shows RAN connection diagram samples. Depending on scenario complexity, a single diagram could cover all connections or it could be split upfor example, power connections in one diagram, with fiber and RF connections in another.

Figure 12 Connection diagrams used in an actual MOP

The MOP must clearly depict the installation scenario. In the Figure 12 example, it considers the following: three-sector scenario MIMO 2X2 with fiber backhaul and a rectifier that takes power from the grid. Connection diagrams are intended to represent a high-level overview of the entire installation and don’t require the use of actual equipment images. Additional details for connections procedures could be detailed in equipment installation sections.

4.2.3.5 Equipment Description

To further define installation tasks, a short description of each network equipment element must be added to the MOP: illustrative images of actual network equipment can be included that identify all physical interfaces. This information can be obtained from vendor documentation.

Figure 13 shows an illustration of the physical interface of a RAN base station, radio unit, and antenna ports.

Figure 13 General physical interfaces of RAN equipment

4.2.3.6 Ancillaries List

The MOP can include a list of ancillaries required to install the equipment especially those used for equipment to be installed at height (e.g., antennas and radio units). This can help ensure that field technicians have everything in their bag before climbing a tower, thereby saving time in their tasks. Required ancillaries for each equipment element must be listed in vendor documentation. Figure 14 shows ancillaries required for a radio unit installation:

Figure 14 Ancillaries required for the installation of a radio unit

4.2.3.7 Equipment Installation

The equipment installation procedure will depend on facility characteristics, backhaul technology, and vendors the NaaS operator has chosen.

Using the installation guidelines of each vendor, this procedure should be detailed step-by-step and as clearly as possible in the MOP. The MOP can include engineering diagrams from vendor documentation or actual photos from previous installations. The next set of illustrations are a sample specifically for RAN equipment installation, radio unit mounting to a pole, and grounding of the radio unit.

Radio Unit Mounting.

1. Lifting the Radio Unit :

2. Installing the Radio Unit on a Pole:

3. Cabling the Radio Unit on ground:

Specialized Installation Procedures such as Microwave Antenna RF Antennas can be reviewed in the Primer Antenna Installation Procedures which provide a set of instructions to lift and install the Antennas in Tower. This module also provides considerations to follow during Power Installation Equipment in the Power Installation MOP template.

This module provides a generic installation method of procedure templates for power, backhaul, and RAN equipment that a NaaS operator can adapt for their own scenarios.

4.2.3.8 Labeling

Labeling is an important task of any installation procedure; it enables an easy management of cabling by identifying each one that is connected to each network equipment component. Labeling is especially important during the maintenance phase, when a team who didnt construct the site needs to troubleshoot equipment.

NaaS operators must define the cabling standards for all connections, including labeling for the following cables:

  • Jumper cables
  • DC supply cables
  • AC supply cables
  • Fiber cables
  • GPS cables
  • Grounding
  • Transmission cables

As a best practice, labels must be affixed at both ends of each cable and a code should be established for each cable type. Figure 15 shows an example for jumper cables in thean antenna:

Figure 15 Labeling of RF jumpers

In Figure 15 the RF jumper cables are labeled with three red marks and one yellow mark. The meaning will depend on a NaaS operators own standards. Labeling should be added in the MOP, where a best practice is to include a table with the labeling requirements/standard.

4.2.4 Commissioning and Integration Guidelines

Transmission commissioning refers to the process that creates the links between the core network and the management system; its considered as a prerequisite of RAN commissioning and depends on the core functions. This commissioning process depends on the transmission scenario, since the process differs between commissioning a site cell router, microwave system, and a satellite modem.

Vendors of each scenario must provide detailed documentation to commission their equipment. NaaS operators must read and understand this documentation, in addition to addressing it with their field personnel.

RAN vendors use different methods and instructions for commissioning their equipment. For example, there are vendors with features that permit automatic discovery of the base station in their O&M system under certain conditions and without manual intervention. NaaS operators can evaluate if this feature is applicable in their network and is within their budget.

This section analyzes some processes that NaaS operators can consider to facilitate C&I tasks; they depend on the operators staff profiles.

Different options are detailed, considering the balance of tasks between field technicians and integration engineer:

4.2.4.1 Preconfigure equipment in the local warehouse

This option lets an engineer load a commissioning script, license file, and software upgrade package to the baseband unit at the warehouse. Its then powered off and taken to the planned site where, after power-up, the remaining portion of the integration is performed remotely from an O&M system. Preconfiguring equipment under controlled circumstances saves time at a site, where backhaul is less robust and can cause reception delays of the configuration files. Additionally, if troubleshooting is required, its easier for experienced technical staff to be available at a centralized warehouse rather than rural sites.

Figure 16 Warehouse commissioning and integration

If its not possible to preconfigure the equipment, a commissioning script should be provided before the field technicians go onsite. Once installation concludes, field technicians power-up the equipment and load the commissioning script (the process is the same as described in Figure 16).

4.2.4.2 Full offsite integration

With this option, the integration engineer configures and integrates the baseband node with the commissioning scripts at the warehouse. They also configure QoS, features, and radio network parametrization there using O&M and CLI software tools. This option requires a stable internet connection at the warehouse.

Figure 17 Full offsite integration process

NaaS operators can customize the process depending on their organization. For example, an experienced field technician could perform the full offsite integration process.

The processes described above are generic that all vendors support. Some vendors permit an auto-configuration of the base station under certain conditions (e.g., self-organized network (SON)) that greatly reduces manual intervention. After NaaS operators develop their processes, they can elaborate their own guidelines.

The scope of forthcoming subsections is to guide NaaS operators in preparing their own I&C guidelines depending on their own scenario. As an example, this module considers the commissioning process, which is performed manually in the warehouse (or onsite) by a field engineer and is remotely supported by an integration engineer. This is a process that all vendors have in common.

4.2.4.3 Commissioning guideline elaboration

NaaS operators commissioning guidelines must be designed with a simple structure containing only that which is required to perform the procedure. Below is an example of a commissioning guidelines structure:

1 Abstract

2 Prerequisites

2.1 Tools

2.2 Configuration Data

2.3 Preparation

3 Commissioning and Integration Process

3.1 Connecting PC to Base Station, IDU or Modem

3.2 Loading Base Station configuration

3.9 Check the IP Connectivity

4 Call Test

5 Concluding Routines

6 Additional Information

Commissioning Guideline Example

Following the warehouse integration, NaaS operators can limit the scope of commissioning up to when the O&M link is createdleaving configurations such as transport network, RF parameterization, QoS, and RF neighbor relations to the integration process.

Below is a commissioning guideline example:

Abstract

This document describes how to commission and integrate the base station into a NaaS network. In all cases, procedures must be followed, regardless whether they are specified in this document.

2 Prerequisites

Before starting integration, the following items must be completed and understood.

2.1 Tools

Thin client or laptop with:

  • Windows (10) include HyperTerminal or Putty software (similar function)
  • OMS software
  • LAN cable (Ethernet cable with straight connection)
  • Customer product information (CPI)
  • CLI

2.2 Configuration Data

IP and router configuration design documents prepared by the design team.

2.3 Preparation

1. Read and understand base station installation documents.

2. Read and understand general requirements when entering live customer sites

3 Commissioning and Integration Process

Perform the following steps to commission and integrate the base station.

3.1 Connecting PC to LTE Digital Unit

1. Power on LTE base station

2. Connect LAN cable (RJ45) to base station port LMT and laptop in LAN port:

(Best practice is to use real image or diagrams of the network equipment)

3. Set IP client as follows (use the real base station IP):

(Best practice: use actual image of the tasks)

4. Connect to base station using the local maintenance tool

5. Fill in RBS IP address (use the O&M IP) then click Connect

3.2 Loading Site Install, Site Basic, and Site Equipment

1. Click Tools > Integrate Base Station (best practice: use actual image of the tasks):

2. Click Browse > Select Site Install script (best practice: use actual image of the tasks):

3. Fill in username: <USER> and password: <PASS> then click Next (factory user and password)

The display shows the Site Install script content. It configures:

  • O&M configuration
  • DNS server

Once the commissioning has been successfully performed and the link between the base station and O&M system has been created and configured, the integration team can access the base station management system remotely and perform all missing configurations. The following subsections provide guidance over the manual integration model that all vendors support.

4.2.4.4 Integration prework

The integration engineer must prepare the integration scripts and network access permissions before the maintenance window. A maintenance window is a time frame in which NaaS operators can integrate their RAN elements into the MNO core network elements. Commonly this is performed at night to prevent a possible outage and cause minimal impact to end-users.

If the integration tasks have not been completed and the maintenance window exceeded, there may be penalties and a rollback procedure to be carried out. This cancels all progress of the integration tasks and is done to maintain MNO core network data integrity.

Next is a list of some preparation tasks:

  • Preinstall the vendor-specific software required to log into the O&M system.
  • Pre-install CLI remote console provided by the vendor; commonly can be downloaded from the O&M server or in their intranet.
  • Request for base station license previously.
  • Prepare integration script.

4.2.4.5 Commissioning process support

Ideally, the field supervisor or field technician calls the integration engineers to notify them that the equipment has been installed, configured locally, and the transport network and O&M link are online. The integration engineers then try to remotely connect to the site to validate end-to-end connectivity and load the commissioning script. Some issues may arise and a troubleshooting session might be performed in collaboration with the integration engineers to ensure the base station is reachable and can be controlled remotely.

Figure 18 shows the architecture of O&M interconnections to the base station:

Figure 18 O&M architecture and interactions between commissioning and integration procedures

4.2.4.6 Review base station status

The integration engineer should check the status of the base station elements, reviewing the alarm status. Commonly it will show several alarms, such as 1) there is no license for the base station, 2) there is no contact to the core network elements, or 3) there is hardware that hasnt been configured (e.g., radio units or RET)among other alarms. The integration engineer must clear the alarms, configuring the base station as indicated in forthcoming steps.

4.2.4.7 Configure the base station hardware elements

The base station elements, such as radio units and antenna, must be configured in the base station. Base station architecture will depend on vendor selection; commonly it also includes RF cards to connect the radio units, as well as transport cards to connect transmission equipment by fiber optic or Ethernet cables.

A license must be loaded to configure the base station. The license may contain the number of radio units, maximum allowed power, or features a NaaS operator is permitted to use in the base station. The license is normally controlled and managed using a serial number. After the license has been successfully installed, the next step is to configure the related base station parameters as previously defined in RAN LLD (e.g., transmission power and mechanical tilts).

4.2.4.8 Integrate the missing IP paths to core network elements

The IP connection to the O&M system was created during the commissioning process. Now the integration engineer must configure the missing IP connections to the core elements. As section 2.4 mentions, in the NaaS scenario the core network elements may not belong to the NaaS operator network. Depending on the agreement, the NaaS operators integration engineer can configure the base station in the MNOs core elements during a previously arranged maintenance window, or MNO personnel can carry out the configuration.

Regardless of the agreement, the integration engineer must validate the connection verifying if the user plane and control plane links are working properly. If not, troubleshooting may be required using common techniques such as ping and traceroute to the faulty core element link.

Figure 19 shows an example of RAN element IP configurations.

Figure 19 IP configuration of the RAN elements

4.2.4.9 Configure radio parameterization

Radio parameterization from RAN LLD must be loaded into the base station. In this step, the RF parameterization, QoS parameters, RAN features activation, cells parameters, and RF neighbor relations are configured. Using their CLI or GUI, the integration engineer must create or enter this configuration into the parameterization script, accordingly with the vendor equipment instruction set.

Figure 20 Enabled functionalities during RF parameterization

4.2.4.10 Create data backup

Once the user plane and control plane links are operative and cells can be managed, a data backup must be created and stored, with one copy remaining within the base station file system and another in the O&M server. These actions will ensure continuous operability should the base station fail for unexpected reasons, thereby avoiding visits to the remote site.

Most commonly, the integration procedure is made by highly specialized engineers who have deep knowledge of the hardware and software architecture of the network equipment. As was detailed in section 3.2, the NaaS operator can obtain integration services from a specialized consultant depending on the vendor that has been chosen.

4.2.5 Acceptance Test Procedure Guidelines

The acceptance test begins when the integration activities have been completed; its carried out on a per-site basis. This function consists of the validation and acceptance of deployed sites. Each site undergoes a series of inspections, assessing operability, and conducting service tests such as physical site inspections, site management, functionality of alarms, and end-to-end service tests to ensure proper functionality. This process is supported by field and remote personnel. This section guides a NaaS operator in defining their own installation acceptance criteria of the transport, base station, power, and antennas to develop a step-by-step ATP for low-tech field personnel. Additionally, an ATP template is included in this module; it contains prerequisites for each test and detailed procedures to perform the management test.

4.2.5.1 Site information

The acceptance test must be elaborated and filled out for each site for proper identification. Table 4 shows the required data to properly identify the site.

Site Name

 

Site ID

 

Site Address

 

Coordinates

 

Region

 

City

 

NE Name

 

NE ID

 

O&M IP

 

Gateway IP

 

Table 4 Site information for the ATP

4.2.5.2 Acceptance guidelines

The acceptance test starts after integration concludes; its conducted by field technicians and remote personnel (which could be the integration engineer and/or the NOC).

  1. operation & maintenance tests
  2. service tests (e.g., cell and alarm management tests),
  3. web service and speed tests.

ATP is performed onsite by the field supervisor or field technician and is supported by the integration team (who performs the operation and maintenance tests). Results are reported and failures should be resolved in real-time.

Site acceptance is achieved when:

  • All installed equipment has been checked by the field supervisor to ensure that the site fulfills all agreed-upon site acceptance criteria.
  • Integration verification results indicate that the deployed site equipment is operational and stable.
  • All reported problems found during site acceptance have been resolved.

4.2.5.3 Installation inspection

An installation Inspection must be performed for physical elements of the site, such as cabinet installation, cabling and labeling, base station, antennas including a visual operative inspection. The following subsections include examples of the objectives, prerequisites, and criteria that can be used by a NaaS operator for reference.

4.2.5.4 Power measurement

A best ATP practice is to measure DC and AC voltage, thereby ensuring that power equipment is working properly and AC is within operative range at the moment of the test.

  1. AC power measurement: Measuring the power feed from the breakers is a common procedure to be certain that the power equipment is receiving the right voltage, thereby avoiding a possible power cut due to breaker overvoltage.
  2. DC power measurement: To be certain that the rectifiers are working properly, its possible to measure the delivered DC power from the power output of the rectifier.
  3. Battery voltage measurement: Registering the VDC from batteries ensures that they are charging properly. Below is a template for the VDC register for each battery onsite.

4.2.5.5 Management test

The management test is a set of tasks that validates that network equipment can be controlled and monitored from remote locations. A NaaS operator can consider the following tests to validate O&M remote control:

  1. Cell management: From the O&M center, the integration engineer or NOC personnel must verify if they can unlock or lock cells from transmitting.
  2. Alarm management: From the O&M center, the integration engineer or NOC personnel must verify if they can visualize any alarm at the site and be able to inform field personnel about them.
  3. Restart base station: From the O&M center, the integration engineer or NOC personnel must perform a restart of the base station and verify reestablishment of its service .

4.2.5.6 Service test

A service test proves network performance as a customer would experience it. Therefore, user equipment already registered in the NaaS operator network is a prerequisite for this activity. It must be previously validated to establish it can be performed by the deployment manager or NOC to avoid disturbance in operative sites.

Recommended test services are:

● Web browsing

● Speed test

● CSFB call (if NaaS operator network has WCDMA)

● Video streaming

● VoLTE

● Audio streaming

● SMS message

The provided ATP template in this module contains prerequisites for each test as well as detailed procedures to perform the service test.

4.2.5.7 Troubleshooting

During the ATP remote personnel monitoring the base station should verify its overall performance. Any anomaly should inform field personnel to immediately troubleshoot if its possible; otherwise the issue should be properly recorded in a punch list section within the ATP document. Table 5 is a template of a generic punch list:

ID

Issue Description

ATP #

Severity

Detected Date

Repair Responsible

Repair Date

 

 

 

 

 

 

 

Table 5 ATP Punch List

After successful troubleshooting, failed criteria should be tested again to sufficiently mitigate all issues.

4.2.6 Closeout Package Guidelines

A NaaS operator must gather, organize, review, and share all the relevant documentation generated before and during the I&C process. It must prove that sourced personnel followed all contract agreements and its objectives have been met. To facilitate the NaaS operator closeout package activities, here is a set of considerations to follow:

  1. Identify a responsible party for the closeout package deliverables; this will help coordinate the required documentation with the right persons.
  2. Use cloud tools to upload the documentation; this will help to easily gain control and manage all documentation for all sites. Tools such as Google Drive, Dropbox, and SharePoint can be used. These are compared in the High-Level Project Plan Module.
  3. Elaborate a checklist; this will help the responsible party of the closeout package to track missing information before final submission to operations.

This module includes a generic closeout package checklist to be customized by NaaS operators depending on their generated documentation within the I&C process.

Table 8 shows considerations for a NaaS operator to organize its documentation, long with suggested documentation generated during the entire deployment that culminates in the I&C process.

Document

Description

Site Documentation

A. Copy of Site Leasing Agreements or a copy of Site proof of ownership.

B. Copy of contract with the electric company

Site Survey

Copy of Site Survey that contains :

  • Site Location
  • Site Scenario
  • Site Access
  • Civil Infrastructure
  • Power supply
  • Telecom Infrastructure
  • Tx Survey
  • Site Design Drawings
  • Plant Drawing with equipment to install

Photo Report

Plan General Elevation

A. General plant plan which indicates the distribution of the site and antenna details

B. Elevation Plan that represents the tower, wiring, backhaul equipment & RAN equipment distribution

Construction Plan

Plan of the Site infrastructure, Building or tower

Plane Electric Scheme

Electric scheme that represents the power equipment distribution on the cabinet

Plan – General

Plan with site location

Format Required Equipment

Format scan indicating outgoing warehouse equipment

Excel Photographic Report

Node Information: Site Name, Location, Contractor, Implementation & Integration Dates, Technology (2G | 3G | 4G), Sectors & Antenna details, panoramic site photo.

Pre-Installation Report: Report that contains photographs of the cabinet, RAN equipment & backhaul equipment.

Installation Report: Report that contains photos of cabinet, RAN & Backhaul equipment, radiant system, sector equipment & wiring.

Environment, Health and Safety (EHS) Report: Report that contains forms, team leader using safety equipment & tools

Format – Analysis of Safety at Work

Format Scan that indicates the activities of the day, workers and supervisor, safety equipment & steps of the activity

Format – Training

Format scan that indicates the workers and supervisor & training type. (Following local regulations)

Format – Safety Harness and Anchor Line Checklist

Format scan that indicates the conditions of the equipment and technician name.

Format – High-Risk Work Permit

Format scan that indicates the workers and supervisor, security measures, dangers/risks and control measures.

Excel Site Inventory

Installed equipment report that includes photographs and equipment model & serial number.

Excel – Acceptation Protocol

A. General Information: Implementation & Commissioning Dates, Site Name, Cell Names, Site Location, Installation Type, Power Cabinet Type, BBU Serial Number, Contractor & Responsible Names.

B1. Mobile Network Info: RF Antenna Type, Number of Sectors, Rectifier Cabinet Model, RF Antenna Height.

B2. Inspection protocol of RF equipment installation: Yes/No format that evaluates RF equipment installation.

B3. RF Alarms Tests Protocol: Yes/No format that evaluate alarms of BTS, Node B & eNB

Environmental Report

Report that includes basic information of the station, project & contractor. Also contains photographs of the station, material delivery & warehouse waste delivery

Table 6 Sample of Close Out Package Checklist

1. Fiber Construction Management Introduction

The Fiber Construction Management Module provides the NaaS Operator with background information and methodologies to manage the Construction of fiber networks. It presents an overview of the Planning and Construction process, including the specifications of different implementation alternatives which may include the reuse of existing infrastructures from utility services. The module describes the process from the initial design to the handover to operations, presents different construction approaches, discusses the suitability of each of them as a function of the deployment scenario and provides guidance on the management of a fiber construction project.

The Fiber Construction Module creates awareness of the required Fiber Construction services and capabilities to obtain from third parties and provides the NaaS operator with documentation templates and guidelines to request, evaluate and select an adequate partner to execute these services. Finally, the module addresses the management of the construction partners and establishes methodologies to track and control fiber construction projects.

1.1 Module Objectives

The Fiber Construction Management module will support the NaaS Operator to manage the construction deployment of fiber routes. The module addresses the following specific objectives:

  1. Obtain understanding of the network architecture and construction options available for fiber optics network infrastructures.
  2. Allow the NaaS Operator to detect opportunities to share or reuse existing infrastructures from utilities or transportation networks by the execution of rights of way.
  3. Prepare the NaaS Operator to perform effective on-the-field surveys of fiber routes, identifying applicable techniques and construction guidelines.
  4. Provide technical requirements, tools, and templates for NaaS Operator to select and onboard construction vendors through an RFx process.
  5. Provide the NaaS Operator with documentation, methodologies, and tools to manage the Fiber Construction process though the acceptance of the fiber infrastructure.

1.2 Module Framework

The Module Framework in Figure 1 describes the structure, interactions and dependencies among different NaaS operator areas. For convenience and applicability to the Fiber Construction Module, only the areas of Network Design, Supply Chain Management and Deployment are included in the figure.

The Fiber Construction Module is within the Deployment Stream. It has a direct relation with the Network Design stream as TX Backhaul and TX Backbone HLD constitute the main inputs to determine the scope of the construction solution.

As with other modules, Fiber Construction is supported by Supply Chain Management. The Fiber Construction Module, informed by the RFx Process Module in the Supply Chain Management Area, will provide a specific Fiber Construction RFI/RFP template.

Figure 1. Module Framework

Figure 2 below shows the Fiber Construction Management Process which is further explored using templates and guidelines for project management and tracking through this module.

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Figure 2. Site Construction Module Framework

2 Overview of Fiber Construction Management Process Flow

The fiber construction project commences with a Fiber Optic Path Design, as defined in the TX Network HLD Module, where a number of alternatives are evaluated for feasibility. During this initial assessment, synergies with existing infrastructures must be identified and the possibility of exploiting rights of way (ROW) must be analyzed.

Afterwards, a survey process confirms the optimal construction technique for each network span. Initial evaluation of terrain, infrastructure and crossings are documented during this phase, leading to a detailed implementation design and the specification of technical requirements, which triggers the construction plan.

Vendor selection and onboarding is the next step once the detailed plan is in place and the NaaS Operator has settled the criteria for vendor selection.

During the construction process, standard project management techniques shall be tailored to the specifics of this kind of project, setting intermediate milestones and phasing the implementation and delivery of each section of the network infrastructure.

Finally, a testing and acceptance process will ensure an adequate handover to operations and the commercial activation of the network.

2.1 Design and Requirements

The Fiber Optic Path Design has a significant impact on the development of the construction effort; a careful design, where potential issues and possible synergies are identified at an early stage will reduce the need for rework during the detailed design phase, prior to construction commencement. Details on this design process are provided in the TX Network HLD Module and the TX Network LLD Module.

The other relevant input to the construction project is the Technical Specifications, which describe the techniques that can be used to build the optical network infrastructure under different scenarios. These specifications are provided in the Fiber Construction Technical Specifications Template. A discussion on the selection of the construction technique is provided in section 3.2.1.

2.2 RFx Vendor Selection

The NaaS Operator will use the Fiber Optic Path Design and the Technical Specifications to set forth the requirements to select a construction partner.

An (optional) RFI (Request for Information) process may request the market for information on the construction options to complete the fiber infrastructure, while an RFP (Request for Proposals) process will request the invited construction partners for technical and commercial proposals which will be evaluated to select a construction vendor.

2.3 Project Management

Across all the project phases, but especially during the construction part, different project management techniques must be developed to establish the project scope, tracking methodology, responsibilities and delivery times for interim milestones and the complete construction work. Section 5 in this module provides references to the management tasks specific to a Fiber Construction project.

2.4 Test and Acceptance

As the final step on the construction management process, the testing and acceptance phase will ensure that the infrastructure has been delivered according to the specification and is ready for handover to operations for the subsequent commercial activation of the network. These tests will ensure alignment between the Construction Plan and the As-Built infrastructure through the review of documentation, drawings and in-the-field inspections.

Section 6 provides examples of the Test and Acceptance procedures applicable to a Fiber Construction project.

3 Design and Requirements

The Fiber Optic Path Design discussed in the TX Network HLD Module process intends to resolve a connectivity need, where the terrain and environmental conditions may impose limitations and constraints to the feasibility of the design.

Several design considerations will have a direct impact to the construction process, such as the Network Domain, the Deployment Scenario (greenfield or brownfield), and the Optical Services intended for the network.

The resulting design is completed with the Technical Specifications to produce a Construction Plan, which is the document that describes the construction activities, their dependences and the implementation requirements. The Construction Plan is the technical input to the vendor selection process.

3.1 Deployment Scenarios

It is known that the hierarchical organization of the physical infrastructure deployed by utilities (e.g. water, power, gas) is very similar to the fiber network architecture. Similarly, the paths followed by roads and railways connect the localities where network locations are placed. Therefore, the Fiber Optic Path Design must seriously consider the reuse of existing infrastructures to minimize the cost of fiber network deployment. This is defined in this document as a Brownfield Scenario for construction. On the other hand, if no utilities or infrastructure are available along the designed fiber route, a Greenfield Scenario for construction is considered, meaning that all construction needs to be performed from scratch, with no reuse of existing facilities.

In both cases, Rights of Way (ROW) are required; in a Brownfield Scenario agreement must be established with the owner of the infrastructure to set the terms and conditions of the shared use. In the Greenfield Scenario, permissions to cross different properties or to deploy fiber along roads will be required before construction commences. In case the required permissions cannot be acquired, the optical route must go through a re-design process.

3.1.1 Network Domains: Long-haul and Local Access

In the Local Access, enterprise or residential customers are typically connected using a hub-and-spoke or tree topology to an aggregation location. Point-to-point or PON (Passive Optical Network) technologies are increasingly the technology of choice on such topologies. These scenarios are prone to suffer more incidences; thus, the design aims to simplify the maintenance and facilitate a faster roll-out in case of fiber cuts or other issues. Figure 3 below depicts the typical domains (Local Access, Backhaul and Backbone) from a telecom network. The construction management of Local Access networks is out of the scope of this document.

Figure 3. Network Domains

Under the Long-haul denomination, a distinction is made between Backhaul and Backbone. Backhaul links connect base stations to the aggregation points, typically established over relatively short spans (<10km), with a low number of fibers per connection, typically between 4 and 8.

The Backbone connects multiple aggregation points between each other and to the Core sites, oftentimes located at different localities. As such, it runs over longer distances and with higher capacity requirements than backhaul. Backbone cables are equipped with a larger number of fibers and may implement route protection, deployed in twin cables on independent infrastructures running in parallel; the use of such protection techniques would be specified during the Fiber Optic Path Design phase described in the TX Network HLD module. Cables with 12 to 32 fibers are typical in the backbone because the incremental cost of adding additional fibers during the construction process is minimal, while it provides increased resiliency in the case of a fiber failure and also enable the NaaS Operator to lease or rent spare fibers to other customers, monetizing the infrastructure investment.

Table 1 below compares the key attributes of the backhaul and backbone scenarios and can be taken by the NaaS Operator to identify their applicable scenario.

Domain

Endpoints

Distance

Topology

Fibers / Cable

Backhaul

Base Stations to aggregation points

1-10 km

P2P

4-8

Backbone

Aggregation points to each other

10 -100 Km

P2P

12-32

Table 1. Long-haul Domains

The network domain being served by the optical infrastructure is therefore an important input to the construction process, as it imposes specific requirements and restrictions on the cabling, its supporting infrastructure, the protection mechanisms, and the fiber path.

3.1.2 Greenfield vs Brownfield

Civil works form nearly 60% of the total cost of fiber construction projects. Up to 80-90% savings on these civil works can be obtained from reusing infrastructures from utilities, a very significatively impact on the total required investment. The NaaS Operator can materialize those savings in different ways, for both Greenfield (where utilities have not established their networks yet) and Brownfield (where there are operating utilities) areas.

In a Greenfield area, the NaaS Operator must approach the utilities and explore the possibility for a coordinated deployment. Utilities deploying their networks will dig trenches and lay pipes and ducts to provide their services. The same infrastructure can be used for simultaneously deploying a fiber network, resulting in very significant savings on the civil costs, when compared to a new, independent telecom deployments.

In a Brownfield area, an existing infrastructure can be reused to install fiber and therefore reduce the construction costs and the project duration. Sharing agreements in the form of elaborated Rights of Way must clearly establish responsibility demarcation in terms of ownership, access to the infrastructure and technical support. The owner of the property or the infrastructure may impose limitations to the access, or the activities being performed during installation and operation, and request compensation for the use of the property. A careful negotiation of rights of way will save the NaaS Operator from unexpected problems in the future. A template for the Right of Way agreement is provided in Easement and Right of Way Template.

Table 2 compares the two utility-sharing scenarios as a deployment opportunity together with the cost and time advantages they may provide to the construction effort.

Utility Sharing Scenario

Opportunity

Cost Advantage

Time Advantage

Greenfield

Coordinated Deployment

80% reduction on civil works

None. Limited by utility construction

Brownfield

Reuse existing infrastructure

No or little civil works. Infrastructure adaptation only

Significant. Infrastructure already available

Table 2. Greenfield and Brownfield Utility Sharing Scenarios

3.1.3 Optical Services: Carrier Ethernet Services & Passive WDM

The fundamental aspects of fiber optic technology design are discussed in the Primer on Fiber Optic Technologies Principles document. The reader should refer to such document for additional information.

The intended use of the network capacity determines whether the optical services will be transported over a single optical carrier or using multiple carriers (also known as lambdas which correspond to different optical frequencies) each of them modulated by a different signal. The use of multiple lambdas increases the effective capacity of the fiber optics connection, at the expense of requiring more complex equipment and optical fibers with specific characteristics. The use of multiple optical lambdas may also impose limitations on the maximum length of the optical route.

On routes longer than 80 100 km, aggregation sites should be inserted to avoid the need for optical line amplifiers (OLA) or regenerators while providing an additional access point to the optical infrastructure. This module assumes that no OLA nor regenerators are required in any optical route. The selection of the fiber type for the planned optical service is an input to the construction process as it defined the requirements to the cables that would need to be installed.

The G.652 fiber (and its evolution version G.657) is a low-cost fiber, standard and qualified for services that don’t require speed higher than 10Gbps with short-haul distances.

If the required bandwidth is higher than 10Gbps or there is a need to support longer distances with higher performance, G.655 provides a better solution. Cost can be 2x higher, but the savings on equipment to compensate dispersion effects in this usage environment pay for the investment.

For even higher bandwidths and longer spans G.654.E provides very good results. Fibers are again more expensive, but the additional expenditure gets compensated by the avoidance of OLAs or regenerators.

Table 3 shows the Optical services and applicability for each type of fiber and can be used by the NaaS Operator to define the fiber type for each span to be deployed. The use of G.655 is recommended considering that it is expected that demand will increase through the time in service of the fiber (~20 years). The incremental cost compared to G.652 is marginal considering that the alternative is to redeploy new fiber or install additional and expensive electronics to allocate more capacity on G.652; however, if only P2P Ethernet services are foreseen and the NaaS Operator has tight budget constraints, G.652 can be selected. The use of G.654 should be limited to very high capacity or very long span scenarios.

Optical Service

Fiber Type

Transmission Window

Applicability

< 10Gbps, CWDM (Note 1), P2P Ethernet

Short-haul (<100km)

G.652.D

1310 nm (zero dispersion)

1550 nm, 1625 nm

Routes below 200km and low bit rates

Up to 100Gbps, DWDM (Note 2)

Long-haul (<200km)

G.655

1550 nm (zero dispersion)

1625 nm

Routes below 200km and high bit rates

Up to 400G DWDM

Long-haul (>200km) without OLA

G.654.E

1550 nm (zero dispersion)

Long routes and high bit rates

Note 1: CWDM: Coarse Wavelength Division Multiplexing. A wavelength multiplexing technique able to transmit up to 18 lambdas with a 20nm channel spacing.

Note 2: DWDM: Dense Wavelength Division Multiplexing. A wavelength multiplexing technique significantly denser than C-WDM, carrying up to 160 lambdas with as little as 0,4 nm of channel spacing.

Table 3. Fiber selection per Optical Service.

3.2 Construction Planning Process

The Fiber Optic Path Design already described in the TX Network HLD module provides the input to the initial plan of the route through a Desktop Design, which consists on the analysis of the fiber optic path though topographic and land use maps, satellite images and any other indirect methods that do not imply visiting the path. This Desktop Design anticipates potential issues during construction and identifies the Rights of Way (ROW) which would have to be obtained.

The initial plan is then validated through on-the-field Surveys, which confirm feasibility of the planned route and the construction techniques which could be applicable. The Survey will also discover infrastructures not recorded in the Geospatial Database which could still be exploited during the construction process. The Survey Reports obtained from the field visits complement the Fiber Optic Path Design to produce a Construction Plan. A description of the components of the Survey Reports are provided in section 3.2.2.

The Construction Planning phase specifies the details of the physical infrastructure which will support the optical cables and host fiber access points where required for maintenance or interconnection, according to path design. The Construction Plan includes details not only on the civil works, but also on the cable installation technique and the interconnection to the route endpoints.

Figure 4 shows the activities within the Construction Planning Process, which are further developed in the following sections.

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Figure 4. Construction Planning Process

3.2.1 Desktop Planning

The Fiber Optic Path Design received from the TX Network HLD module must be refined in preparation for the on-the-field Surveys. As part of the desktop planning, the first step is to calculate the Optical Link Budget for the complete path. The planned Optical Services will determine the fiber characteristics required for the link budget calculation. A detailed description of the Fiber Optic Link Design is provided in the TX Network LLD module.

3.2.1.1 Optical Link Budget Calculation

Optical loss budget analysis is the verification of a fiber optics operating characteristics. This encompasses items such as routing, circuit length, fiber type, number of connectors and splices and wavelengths of operation. The calculation is performed as described in the TX Network LLD module. In absence of fiber-specific values, the use of conservative defaults is advisable, as noted in Table 4:

Wavelength

Attenuation / km

Connector Loss

Splice Loss

1310 nm

0.35 dB

0.75 dB

0.3 dB

1550 nm

0.22 dB

0.75 dB

0.3 dB

Table 4. Default values for Link Budget Calculations

3.2.1.2 Network Span Identification

After link budget calculation, the design path is then divided in Network Spans, defined as portions of the optic path with similar construction characteristics. The terrain condition, the type of rights of way and the preferred construction technique establish the main attributes of the span.

The spans shall be limited to a maximum length that permits a full survey within a working day. Spans may be shorter if there are river or lake crossings, or if the construction technique varies because of the terrain or other access or legal restrictions. The use of other utilities along the path must also be considered when defining the span length. The recommended procedure for Fiber Optic Span Segmentation is described through the following steps:

  1. Start from the complete Fiber Optic Path Design. Divide in segments which can be surveyed in one working day.
    • Consider a two-way Survey, including the return trip
  2. For each of the segments:
    • If the segment crosses a significant landmark (e.g. river, lake, edge of cliff, main roads) which would limit construction, divide the segment at the landmark location.
    • If the segment crosses properties with difficult or limited access rights of way, divide the segment at that location.
    • If the terrain characteristic significantly changes, divide the segment at that location.
  3. Assign an identifier to each resulting segment. Also identify the span begin and end in relation to a landmark, address or any other relevant location which facilitates identification.
  4. Note the location of the span start and end. Obtain directions to the span location.
  5. Obtain details on applicable rights of way to each network span. Include in the span survey documentation.

Network spans are the construction unit for project management and infrastructure acceptance. They are defined to have homogeneous construction conditions across their length, so that progress can be easily monitored within each span and deviations from the planned construction progress rates can be easily detected.

Figure 5 represents a fiber optic path design segmentation in three spans; in the first span, the route runs along an area with low hills, finalized on a bridge crossing a river. The second span departs from the bridge and goes uphill through a high slope area, where several turns are required to reach the top of the hills. Span three is defined by a clear change in the terrain conditions, entering a flat area where the infrastructure can be more easily deployed.

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Figure 5. Network Span segmentation

Next, the construction technique for each span must be confirmed. Aerial cables are one of the most preferred and cost-effective solutions, because existing pole infrastructure can be easily reused without additional civil works. Additionally, aerial cable construction can be easily modified to add additional capacity.

However, aerial deployments are more susceptible to damage. The falling of tree branches, high winds or ice storms, vehicle accidents or the activity of animals can make the aerial cable strain or break.

Unlike the aerial deployment, buried fiber deployments are less susceptible to weather damage (mostly wind and ice, but also direct sunlight and dryness), which makes it often at least 10x more reliable than aerial routes, especially where severe weather conditions.

Table 5 provides a summarized comparison between the Aerial and Underground construction techniques. The NaaS operator must select one or the other depending on the specifics of the project. As a general rule, aerial deployment should be the selection of choice. Underground installations should be limited to areas where regulations or the security of the installation requires so, and always after a careful evaluation of the required budget. Details regarding construction techniques can be found in the Fiber Construction Technical Specifications Template.

Construction Type

Relative Cost

Reuse of existing infrastructure

Ease to upgrade / modify

Resiliency

Aerial

Low

Simple

High

Low

Underground

Medium to High

Only possible with ducts

None

Requires additional digging.

High

Table 5. Comparison of Construction Techniques

As an outcome of the desktop design phase, the NaaS operator shall obtain a preliminary design for the optical network, the supporting infrastructure, and a survey plan.

3.2.2 Survey

The span Survey consists of on-site verification of the planned design to detect potential problem areas and improvement opportunities before the construction work commences. The scope of the survey must be adapted to the planned type of installation, aerial or underground.

The execution of the Survey may be the scope of work of an independent RFx process, prior to the Construction RFP. In such case, the results of the survey would be inputs to the Construction RFP, providing additional scope insight to the construction vendors. As an alternative, the NaaS Operator may include the Survey into a turnkey project which includes the path analysis within the Construction RFP scope.

The general steps to complete the span Survey are the following:

  1. Proceed to the span start point. Note date and time. Annotate starting point as origin of all measured distances.
  2. Walk the path of the network span providing a description of the topography along the route (sloping, edge of cliff, adjacent to lake, forest surroundings, rivers, swampy areas, etc.). Record distances and GPS coordinates.
  3. Take photos of all obstacles on the route (existing services, bridge crossings, rocky areas, buildings, built-up areas, paved/tarred areas, wetlands, overhead obstacles, etc.).
  4. Describe the ground condition along the route (rocky, sandy, grassy, clay, etc.). Record distances and GPS coordinates.
  5. Verify the soil classification by digging a pilot hole every 1km (hard, intermediate, soft) via DCP (Dynamic Cone Penetration) testing.
  6. Identify all landmarks where the route changes direction or gradient. Annotate turning radius and slope change. Take photos.
  7. Record crossings with roads, rails, and other services. Check and verify above and below ground utility locations.
  8. Record the presence of structures from utilities or any other constructions near the route.
  9. Record the presence of telecommunication networks from other service providers near the route.
  10. Indicate the distance to the nearest town, where the civil works material (sand, cement, stone, water, tools, etc.) can be sourced from.
  11. Locate possible warehouse/campsites where material can be safely stored.
  12. Indicate the availability of hospitals / clinics / police stations along the route – in case required during operational activities.
  13. Double-check recorded details on the return journey.

After each survey, a Survey Form shall be delivered to the project manager. A Path Survey Report Template is provided to support this task. Instructions to use this form are provided below:

  • Attendance:
    • List any personnel joining the survey, including property, security and technicians.
  • General Information.
    • Provide Location of the Span start. Include directions, contact person (if required), GPS coordinates and any other information relevant to locate the starting position.
    • Provide indications on the path conditions: presence of other utilities or infrastructures in the area. Condition of such infrastructures.
    • Provide details on the procedure to access the path location for survey: need to request permit or keys, existing rights of way or not, etc.
    • Draw an initial sketch of the path. Can be taken from the initial route design.
  • Power Supply.
    • Provide description of nearby power supply points which may be used during the construction works (e.g. to recharge batteries of electronic equipment, communication devices such as mobile phones or walkie-talkies, tools for pole install, etc).
  • Plant Drawing
    • Provide a detailed drawing of the surveyed path. Include specific details, location and distance to start for every relevant landmark.
  • Photo Report
    • Include digital photos of the path: landmarks, surrounding area, nearby infrastructures, etc.

3.2.3 Construction Planning

The Construction Plan takes the initial Fiber Optic Path Design and the results of the span Surveys as inputs to produce detailed specifications and instructions for the execution of civil works on each network span.

On the Construction Plan, the NaaS Operator establishes the nominal conditions to the construction works, which will be implemented by the construction vendor. The steps to define the Construction Plan are summarized below:

  1. From the Fiber Optic Path design, produce drawings for each individual network span.
  2. When a deviation from the initial design is required after the span survey, notify the Optical Designer for recalculation of the optical attributes.
  3. For each network span, describe the type of infrastructure: Aerial, underground, facility reuse.
  4. Establish the length of the required infrastructure. This is required to determine costs. Use the Geospatial resources to obtain precise estimates.
  5. Annotate the span drawings with all relevant landmarks, obstacles or nearby infrastructures identified during the survey.
  6. Define an initial, high level count of infrastructure elements: number of poles, length of excavation. Refer to the Fiber Construction Technical Specifications Template for dimensioning estimates per infrastructure type.
  7. Establish an initial Work Breakdown Structure (WBS) for the Construction Plan in the form of a Gantt diagram The Fiber Construction Gantt Diagram Template is provided to support this task.

The technical requirements are provided as part of the Runbook, in the Fiber Construction Technical Specifications Template. The Construction Plan, including such specifications, is used as the technical input to the Vendor Evaluation process.

The Construction Plan must be completed before the actual construction commences. This plan validates the timelines, establishes task dependencies and defines the supply chain that the vendor must establish for a smooth execution of the construction works. Fiber construction projects, especially when deploying long distances of fiber, are complex and require a high level of coordination within the construction team.

The development of the Construction Plan may be the scope of work of an independent RFx process, prior to the Construction RFP. In such case, the Construction Plan would be the primary input to the Construction RFP, providing additional scope insight to the construction vendors. As an alternative, the NaaS Operator may include the Construction Plan into a turnkey project which includes this step within the Construction RFP scope.

To deal with the project complexity in a systematic way, the Fiber Construction Gantt Diagram Template is provided which consists of an enumeration of the activities and dependencies involved in a fiber construction project. The systematization of the construction plan facilitates an early detection of deviations and permits comparison between the performance of the construction teams working on different routes.

The template consists of two sheets with different task breakdown for aerial and underground construction plans. The template user must set the start date of the first activity and the baseline duration of each task. All other dates shall automatically populate. The template assumes sequential completion of tasks, with no lag times or parallel activities. The user should modify these assumptions based on the specifics of each project. A template should be defined for each span, as the construction velocity may differ from span to span due to the construction and access specifics of each of them.

4 Vendor Evaluation and Selection

This section offers the NaaS operator a methodology and approach to select Vendors to provide Fiber Construction solutions and construction services.

The selection of the appropriate Vendors for Fiber construction projects requires conducting a RFI/RFP (request for information and proposal) process which analyzes the contractor ability to fulfill the end-to-end tasks and also obtains pricing information to fulfill the required Construction Solutions and Services.

Please note that the Fiber Construction RFI/RFP process benefits from the framework setup established in the generic RFx Process Module. It is recommended to go through the RFx process module if further details are required regarding the process. The RFx Process Module provides a general overview of the end-to-end RFx process including the description of the activities which take place for RFx development:

Figure 6. RFx Process

RFx are issued to obtain Information, Proposals or Quotes from the market. In order to obtain truly valuable and effective information from these processes, the documents generated during the RFx development must include all the relevant information that vendors will require to provide accurate responses to the NaaS Operator request, avoid misunderstandings and prevent implementation issues.

Before starting the RFI/RFP process, it is necessary to select the companies which will be receiving the documentation. The following sections provide instruction to select, invite and prequalify potential Bidders for the process.

4.1 Vendor Pre-qualification

The first step is to identify potential contractors to which the Fiber Construction RFx should be addressed, with an eventual invitation to bid. The Construction Management team must lead this process, with the technical assistance from the TX Design group on construction issues which could affect the optical transmission (e.g. bend radius, span length, fiber cable protection, etc).

The NaaS should invite vendors with previous and successful experience with the company and their competitors. In absence of previous references, options may include web research as well as requesting a list of Fiber Construction vendors to local partners and authorities, local Chambers of Commerce and professional associations.

The potential Respondents shall be sent an invitation letter, an abstract of the project scope and relevant RFx dates, and a set of questions to fill the prequalification form. This form provides key questions which the NaaS Operator will use to determine the suitability of the potential Respondent to address the project scope. This qualification form includes technical, commercial and legal questions with the objective to short-list the proper set of companies invited to the RFI/RFP process.

4.1.1 Invitation to Tender

The NaaS Operator shall submit an invitation to tender to the identified companies to inform about:

  • The Name of the RFx Process
  • An abstract on the Scope of Work
  • The RFx process relevant dates
  • A request for an acknowledgment and intention to respond

The objective of the formal invitation is to inform vendors of commencement of the RFx process.

4.1.2 Pre-qualification form

Potential Respondents shall receive, together with their invitation to bid, a prequalification form

The prequalification form responses shall be evaluated for pre-qualification according to the provided Fiber Construction Pre-qualification Template. This document identifies the main capabilities of the vendors, and discards those without the technical or financial capabilities to fulfill the project requirements.

The template consists of a number of questions about the vendor capabilities on different areas, such as Finance, Quality Management, CSR&EHS (Corporate Social Responsibility & Environment, Health and Safety) and OSP (Outside Plant) implementation experience. The questions come with predefined responses, typically compliant or non-compliant. The NaaS Operator will respond to the questions by selecting the option that better applies to the vendor under evaluation. The template will assign points based on those responses and will provide an overall score that can be used to rank the candidate vendors.

The prequalification form delivered to potential respondents should follow the Fiber Construction Pre-qualification Template, where the scoring calculations and notes shall be removed.

4.2 RFx Document

Having selected the candidate vendors through the pre-qualification process, the vendors shall enter an RFx process which is described in detail in the RFx Process module.

The RFx document identifies the RFx objective (obtain information, proposal and/or quotes), the scope of the technical project, the instructions to respond and applicable terms and conditions.

The Fiber Construction RFI/RFP Template provided as part of the PlayBook covers the areas in the RFx structure described above. This document must be adapted by the NaaS Operator to the fiber construction specifics of the project.

4.3 RFx Evaluation Process

The Fiber Construction RFI_RFP Template provides additional information on the inputs required to perform a response evaluation. Further details and general procedures on evaluation criteria are included in the RFx Management Module.

The evaluation process must be based on fair competition, with mandatory and optional requirements being clearly identified and properly notified to the bidders. The scoring model must be closed before the commencement of the analysis and, if by any reason it must be modified during the RFQ process, bidders must be notified and given the opportunity to amend their proposals.

The evaluation process as well is further developed in the RFx Process module and is considered out of the scope of this document.

5 Project Management

The design and delivery of the layers which comprise the network (civil infrastructure, cabling, optical connectivity and telecom services) is affected by bottom-up dependencies between these layers; cables cannot be deployed before the infrastructure is in place, and connectivity and services cannot be established until the fiber paths are established. This inter-dependency implies the need for a well-established set of processes which ensure the on-time availability of the pre-requisites for each layer. A Project Management organization must be defined for coordination and tracking of the multiple efforts which would converge on the delivery of the functional network at the end of the project.

As a result of the Planning process, a Project Plan shall be generated by the Contractor and agreed with the NaaS Operator. The Deployment Management Module provides guidance on establishing the general rules for project management on deployment projects. This section reviews specifics aspects applicable to Fiber Construction projects.

5.1 Vendor Management

Once the Fiber Construction vendor has been selected and the contract has been awarded and signed, the NaaS Operator will initiate a project and vendor management process through the execution of the construction works.

5.1.1 Vendor Onboarding

The construction project commences with vendor onboarding through a kick-off meeting. In this meeting, the NaaS Operator will explain in detail the project scope to the vendor representatives in charge of the construction process.

The Vendor Onboarding meeting agenda must cover all relevant aspects of the construction works, and serve to surface any pending clarification, doubt or concern from either the NaaS operator or the construction vendor in what refers to the construction work. Other subjects referring to non-technical issues (e.g. contractual terms, payment, insurances, etc) should be clarified in a separate meeting with the commercial and legal team.

A sample agenda for the kick-off meeting is provided below:

  1. Describe the organization for Fiber Construction Management, introducing the points of contact to manage the relationship between the NaaS Operator and the construction vendor.
  2. Explain the Project Plan, including the number and locations of network spans for each fiber path.
  3. Review the Scope of Work which has been agreed with the Site Construction Vendors through the RFI/RFP process and finally expressed in the agreed contract, including:
    1. 3.1. Scope of construction techniques: discussion on spans for aerial, underground or duct installations, as applicable.
    2. 3.2. Scope of construction services provided by the vendor:
      1. 3.2.1. Construction Project Management
      2. 3.2.2. Surveys and related reports and associated documents
      3. 3.2.3. Detailed construction planning and related documents
      4. 3.2.4. Spans for greenfield construction
      5. 3.2.5. Spans for brownfield construction
      6. 3.2.6. Management of rights of way
      7. 3.2.7. Construction acceptance
  4. Describe the Project Tracking Process and Methodology: Explain how reporting is going to be performed, the type, content, and periodicity of the reporting.
  5. Documentation: Explain details about required documentation under the responsibility of the construction vendor (Survey Report, detailed construction plan, As-Built drawings and documents) and the method to share this documentation.

5.1.2 Project Planning

The Project Planning activity consists of developing the project management plan and all relevant project documents to establish the project scope of work necessary to achieve the project objectives. Project planning integrates all aspects necessary to execute the work required throughout the project lifecycle, including scope, time, costs, communication, quality, risk, and procurement.

The vendor shall develop a detailed description of the construction project by defining, for each network span and for the construction project as a whole, a Work Breakdown Structure (WBS) which subdivides the project deliverables and project work into smaller and more manageable components. Typically, these subdivides shall align with each network span or, when such spans are complex, the subdivide could be assigned to the use of different construction techniques or the consumption of certain rights of way or permits. In any case, the level of detail shall be agreed between the NaaS operator and the vendor, as it will establish the baseline for reporting and project tracking.

Within this WBS, all required activities shall be defined and sequenced based on expected dependencies. The vendor shall include estimates for the provisioning of any resources or materials required for the timely completion of each activity.

The Fiber Construction Gantt Diagram Template provides a sample Gantt diagram with an enumeration of the activities and dependencies involved in a fiber construction project that can be used as the starting point for a detailed WBS description.

5.1.3 Project Execution

The main task of the NaaS operator during project execution is to track, review, and regulate the progress to meet the objectives defined in the project management plan.

The Fiber Construction Project Tracking Template provides a template for project execution tracking, which should be updated by the Project Management Organization to enable precise control on the project execution activities.

The template includes several sheets where activity duration and milestones are set to establish the baseline and the actual values added to obtain a view of compliance with the project schedule. This template may be used for both individual spans and the aggregated fiber optic path, to track individual and overall progress.

Instructions on the usage of the template are provided below:

Instructions
This tab provides instructions on the usage of the template and the interpretation of the tracking milestones included in the template

Milestones
On this tab, the template provides the expected duration estimate between relevant milestones.

Fiber Tracking
On this tab, the template automatically populates baseline dates for each row (modeling a network span each) and provides space for the user to annotate the actual dates for each milestone.

Summary Tracking
This tab is used to compute the calculation that measures the discrepancy between the baseline and actual dates for each span. The user does not need to enter any data here.

Tracking Graphs
This tab graphically summarized the project progress, and the aggregated alignment with the project baseline.

Project execution reports will be oriented to control the current status of the infrastructure construction against the Baseline Timeline, defined in the Project Plan. Reporting will allow identifying and understanding deviations, informing on accomplishment of construction milestones and identification of risks potentially impacting the Project timeline.

To enable adequate control of the project, the NaaS Operator will define a project tracking methodology for vendor Management. Table 6 provides tools to assist in the process of controlling the project execution by the construction vendor.

Item

Description

Project Tracking File

The Project Tracking File is a master Excel file containing the timing details required to develop tracking reports. This file includes main milestones and the comparison between planned and actual dates for each milestone.

This Project Tracking Excel File could be replaced by a Project Management software solution which could be enhanced with an Inventory Solution.

The Fiber Construction Project Tracking Template is provided to support control and status reporting of the Project..

Monthly Reports

Excel and PowerPoint files providing a summarized view of the information from the Project Tracking File must be generated for review by the NaaS Operator.

Weekly or Daily Report

A frequent comparison between Baseline and actual dates enables early detection of deviations from the baseline and the implementation of corrective actions, as well as the impact of the overall project completion.

Table 6. Tracking Aids

The Project Tracking File includes several milestones which identify the main construction events in the infrastructure building project. A brief description of each milestone is provided in the Instructions tab in the Fiber Construction Project Tracking Template. Table 7 below provides a more detailed definition of each milestone for the users reference:

Milestone

Description

Technical Path Survey Ready

After the Technical Site Survey has been completed, the construction vendor is responsible to deliver the Technical Path Survey Report, which serves as main input to the detail planning of the fiber span design.

Path Engineering Document Ready

Generation of construction engineering document, describing technical solution and implementation plan

Path Construction Work Order Ready

Fiber Construction Order is released by NaaS Operators to authorize the commencement of construction works.

Approval of engineering plan and GO confirmation received (materials available, construction ready to commence)

Civil Works completed

This Milestone will indicate the finalization of Construction Works (pole planting, underground burial, trenching). The physical infrastructure is ready for the installation of mechanical elements to support optical cables.

Mechanical Works Completed

Additional mechanical works (installation of pole stays and supports, laying of ducts, trench compaction and backfilling) is completed. The infrastructure is ready to receive the optical cables.

Cabling Works Completed

The installation of cables (via messenger wires, ADSS [All Dielectric Self Supporting Cable] aerial cables, blowing into ducts, etc) and cable tensioning is completed. The installation is ready for self-inspection.

Path Construction Acceptance

Infrastructure has passed self-acceptance by the vendor. The acceptance process follows the testing guidelines in section 6, which includes the use of specialized equipment such as an optical time domain reflectometer (OTDR).

The NaaS Operator has been notified and has executed Civil Engineering Acceptance and issued a Path Construction Acceptance if any item needs to be repaired.

The NaaS Operator verifies the fiber infrastructure against a construction checklist. The Fiber Construction Acceptance Checklist Template provides a template for such acceptance form. This template is extracted from the construction technical specifications, since they are the requirements for the construction works.

By review of the checklist items, the NaaS Operator provides a punchlist with the construction items that need amendment before issuing the final acceptance.

Ready for Operation

Optical fiber post-install testing has passed self-acceptance.

Vendor has fixed all the items in the Punchlist.

The NaaS Operator has been notified and final acceptance has been scheduled.

Path in Operation

All fiber fusions confirmed. Cable is connecting network endpoints, and ready for commercial operation.

The NaaS Operator has accepted the fiber infrastructure.

Table 7. Fiber Construction Milestones

5.1.4 Project Closing

The Project Closing phase consists of executing the processes necessary to finalize all activities and formally complete the construction project and associated contractual obligations. These processes are summarized in the procedure below:

  1. Update and complete documentation
    • The vendor completes all project documentation before requesting preliminary acceptance.
  2. Obtain Construction Acceptance by the NaaS operator
    • Upon delivery of the project documentation, including evidence of self-acceptance procedures being carried out by the vendor, the NaaS Operator will declare the project ready for acceptance, meaning it can be transferred to the final acceptance phase.
    • Declaring the project ready for acceptance does not imply that it has been fully accepted; instead, it indicates that the post-install review can commence, which may lead to full or partial acceptance, or the rejection of a part or the complete infrastructure. See section 6 for details on testing and acceptance procedures.
  3. Conduct Post-Project Review
    • After completion of the project execution, the vendor and the NaaS operator shall discuss and document lessons learned during the construction works, which will be added to the project documentation and included in the planning analysis for future projects of similar type.
  4. Archive all relevant Project Documents
    • All project information must remain stored for future reference at the NaaS information repository.

5.2 Quality Assurance

The construction vendor must establish quality management procedures in conjunction with the NaaS Operator to ensure that installation, equipment, material and workmanship conform to the standards required in the contract documents. The construction vendor must submit a Quality Assurance Plan as part of the construction project plan for review and approval by the NaaS Operator before the commencement of the agreement.

The text below summarized the minimal content of the Quality Assurance Plan request to the construction vendor. The goal of this document is to obtain confirmation from the vendor, via experience and certifications, that the construction works can be executed in alignment with industry standards and applicable regulations.

Below, generic Quality Assurance requirements that Constructions vendors must comply with are listed:

  1. The vendor must provide evidence on previous experience of a minimum of five (5) years in similar activities, including mentions to projects and customers who could be requested for references.
  2. The vendor technicians shall be fully trained and qualified in the installation and testing of the optical infrastructure. Evidence that the vendor is qualified to build and install the required fiber infrastructure shall be included in the project documentation.
  3. The vendor must have a safety plan and the technicians must hold safety certifications on all activities which involve a risk to their health and safety.
  4. The vendor shall accept complete responsibility for installation, certification, and initial support of the supplied optical equipment. The vendor must show proof to have the certifying manufacturers support on all these elements.
  5. The vendor shall be knowledgeable in local, regional, and national codes and regulations. All work shall comply with the latest revision of codes or regulations. When conflict exists between local or national codes or regulations, the most stringent codes or regulations shall apply.
  6. The vendor may provide proof of registration/certification or a narrative on the levels of registration/certification of their installers within the bid documents. The vendor shall provide proof of registration/certification for the final list of installers prior to the start of work.
  7. The vendor shall provide evidence of adherence to NECA 301-2016 on their fiber testing procedures.
  8. The vendor shall adhere to TIA 606 standard for the documentation and labeling of all network elements.

6 Test and Acceptance

This section provides a high-level description of the Acceptance Process to be applied for the deployment of the fiber network. The main objective of the Acceptance Process is to provide a framework to be followed for the formal acceptance of the network elements.

6.1 General Acceptance Process

Practical fiber optics testing implies testing each cable for continuity before installation, to ensure there has been no damage to the cable during shipment and testing each segment as it is terminated. Finally, the entire cable run is tested for end-to-end loss.

All testing activities fall under the responsibility of the construction vendor. The NaaS operator shall review the test results and may request specific testing on any network span to confirm the measurements taken by the vendor, as part of the final acceptance process. The Fiber Construction Acceptance Checklist Template for information on the acceptance process checklist. The contents of this checklist are described below:

  • General Information
    • Provide general information about the path under test, including location, access details, permissions, etc.
  • Acceptance Checklist
    • This tab lists the elements of the infrastructure which must be individually tested. The passing criteria is established by comparing the implementation to the technical specifications such as those specified in the Fiber Construction Technical Specifications Template.
    • Additional considerations agreed with the construction vendor during the RFQ and construction planning must be accounted for during acceptance.
    • The acceptance checklist includes pre- and post-installation checks. For the pre-installation tests, the vendor must show evidence of such having already been performed. The NaaS Operator may optionally witness post-install tests.

6.2 Pre-Installation Tests

Construction vendors need to comply with industry standards in pre-testing the fiber prior to installation to ensure that the losses due to laying/blowing the fiber are within accepted tolerances. In particular:

  • Fiber integrity via visual inspection
  • Fiber Characterization to confirm compliance with specifications

Fiber characterization can be defined as the field measurement and recording of fiber span parameters that affect signal transmission over all or selected operating wavelengths.

Even though the characterization parameters are available from fiber cable specification sheets, during transport and after cable installation they can change significantly. Besides, cable spans can be made up of numerous (and potentially different) concatenated fiber types which makes it difficult to calculate the total span parameter from individual cable section specifications.

Table 8 helps in determining which key parameters need to be considered when deploying various transmission systems. Some of these parameters, such as Fiber Loss, Chromatic Dispersion (CD), Polarization Mode Dispersion (PMD) and Return Loss (RTL) can be measured on a single-ended configuration, without the need to inject traffic into the fiber with a receiver at the other side. Single-ended measurements are considered mandatory.

Dual-ended measurements, such as Optical Signal to Noise Ratio (OSNR) and Bit Error Rate (BER) are regarded as optional and can be deferred until the fiber is put in service.

TX System

Loss

CD

PMD

RTL

OSNR

(optional)

BER

(optional)

< 1Gbps

x

laser

x

1 5 Gbps

x

x

x

> 10Gbps

x

x

x

x

x

WDM Passive

x

> 10G

> 10G

x

x

Overall Span Quality

x

x

x

x

x

x

Table 8. Recommended parameters for Fiber Characterization

Fiber characterization is performed before and after new fiber cable link construction following the process and considerations described below:

  • Testing is done per standard test procedure TIA OFSTP-7 for single mode fiber.
    • Testing is usually done at 1300 nm, but 1550 or 1625 nm is sometimes required also, especially for long system runs and WDM systems.
    • The 1550 nm testing will show that the cable can support wavelength division multiplexing (WDM) at 1300 and 1550 nm for future service expansion.
    • Additionally, 1550 and 1625 nm testing can show micro-bending losses introduced during installation that will not be obvious at 1300 nm, since the fibers are much more sensitive to bending losses at the longer wavelengths.

6.3 Post-Installation Tests

The construction vendor must verify each fiber span after install, and the complete end to end installation when finalized. For each infrastructure span, the General Acceptance Process will consider the following components:

  1. Define Inspect team
  2. Verification of design compliance with the technical specifications described on this document and adherence to applicable national and international standards.
  3. On-site verification of infrastructure, hardware and connectivity according to the technical specifications.
  4. Review expected link budget on cable plant, transmission window, transmitter and receiver characteristics. If cable plant end to end loss exceeds total allowable loss, the best solution is to retest each span separately, checking suspect cables each way, since the most likely problem is a single bad connector or splice.
    • If the cable plant is long enough, an Optical Time Domain Reflectometer (OTDR) may be used to find the problem. This tool uses optical pulses and the echoes they generate in the fiber to analyze the physical integrity of the fiber cable.
    • Bad connectors must then be repolished or replaced to get the loss within acceptable ranges.
  5. Set up and test communications system. Reference to NECA 301-2016 for fiber testing procedures. The on-the-field measurable, single-ended fiber span parameters are:
    • Span loss (includes connector loss, splice loss, other span losses),
    • Chromatic dispersion (CD)
    • Polarization mode dispersion (PMD)
    • Return loss (RTL).
    • Other measurements requiring optical equipment at both ends of the fiber link, such as optical signal to noise ratio (OSNR) and bit error rate (BER) will be considered optional measurements and not required for the acceptance of the infrastructure.
  6. Update and complete documentation
  7. Update and complete restoration plan. Apply fixes as required (e.g. replace connectors, rebuild splices).
  8. Store restoration plan, documentation, components, etc.

The Naas Operator must establish a self-acceptance regime with the construction vendor. Under this model, the construction vendor will perform the testing for each span and present the results to the NaaS Operator. The contractor will provide an acceptance plan timeline before and after the acceptance events, which will include specific reports for elements which have failed tests and the corrective actions mandated to amend the detected defects. A representative from the NaaS Operator may be present during testing, but this won’t be mandatory.

The construction vendor must provide all equipment, technicians, supplies and any other items required for conducting the acceptance tests. The contractor is also responsible to guarantee that the required scenario for the acceptance tests is available and operative.

6.4 Definition of acceptance requirements

This section describes the testing procedures that shall be carried out by the construction vendor prior to the NaaS Operator accepting the infrastructure. As stated above, the Construction Acceptance process is based on the self-acceptance of the infrastructure components by the construction vendor before presenting to the NaaS operator for final acceptance. The procedures described below will be discussed and agreed with the construction vendor, so that acceptance test protocols are developed and applied each time a network section is completed.

  1. For each network element within the scope of the project, the contractor will provide a detailed acceptance test protocol (ATP) according to the Fiber Construction Acceptance Checklist Template. The vendor may suggest their own, improved version of the ATP to the NaaS Operator for approval.
  2. Both the installation details and its component description must be included in the acceptance documentation as part of the Bill of Materials (BOM). The minimal information required for acceptance will include, but will not be limited to, the following items:
    • Network Element ID.
    • Location data: situation maps, coordinates, access details, property information
    • Installation drawings, including floor and elevation plans when applicable.
    • Digital photos of the installation.
    • Network element labeling information.

6.5 Documentation and Inventory

The Project documentation, including the as-built drawings, element specifications, and acceptance test protocols (ATP) shall be stored in a cloud repository, according to a folder structure which facilitates document classification and query. The use of commercial or opensource Document Management System or Enterprise Content Management (e.g. Google Drive, Microsoft OneDrive, and Alfresco ECM) is highly recommended, as standalone or in coordination with a GIS inventory.

The information made available for storage and inventory shall be according to the following considerations:

  • The contractor is responsible for providing all required documentation needed during the acceptance process of each network component.
  • All network related documentation shall accomplish with the TIA 606 standard.
  • All network elements shall be labeled in the field and in the as-built drawings and diagrams.
  • All documentation will be made available to the NaaS Operator document repository and GIS system.
  • The project documentation shall include, as a minimum:
    • As-built drawings
    • Infrastructure specifications
    • Testing results

6.6 Network Infrastructure Operation and Maintenance Documentation

Once the infrastructure is completely accepted and the documentation delivered to the NaaS Operator, the Network Infrastructure Operation and Maintenance Guidelines must be established for commercial operation.

The Operations and Maintenance documentation must include, at least, the following items:

  1. Measurements results, established as reference for future tests
  2. Fiber cable and duct records
  3. Marking of key infrastructure items
  4. Complete documentation
  5. Identification of key infrastructure elements subject to maintenance operations
  6. Minor maintenance list
  7. Plan for catastrophic network failure from external factors (accidental digging of cable and duct)
  8. Spare infrastructure items to be kept on hand in case of above cables and ducting
  9. Location and availability of network records for above
    1. 9.1. Provision of maintenance agreement

1. Site Construction Management Introduction

The Site Construction Management Module provides the NaaS Operator with background information and methodologies to go through the Site Construction process. It starts providing an overview of the Construction process, including a step approach which starts with the Technical Site Survey, Architectural and Engineering Analysis, and continues with a review of the tasks in the civil, electrical and mechanical construction areas. The module continues with a review of all construction components including primary support structures, equipment cabinets or shelters, cable management facilities, antenna mounting structures and power supply, grounding and lightning construction components.

Construction services from 3rd Parties need also to be considered for Site Construction. The Site Construction Module creates awareness of such Site Construction services and provides NaaS operators with the tools for requesting, evaluating and selecting partners to execute these services. Finally, the module addresses the management of Site Construction Vendors as they go through the construction execution phase.

1.1 Module Objectives

The Site Construction module will enable a NaaS Operator to manage the construction of RAN sites. The module has the following specific objectives:

  1. Provide a general overview of the Site construction process to ensure sufficient information and guidelines for the NaaS operator to manage the end-to-end Site Construction process.
  2. Obtain an understanding of Site construction components, which can be used as an input for the high-level design of the Site solutions required to the Site Construction Vendors.
  3. Enable the NaaS Operator to evaluate and select Site construction partners through the implementation of RFI/RFP processes.
  4. Provide to the NaaS operator a systematic approach to project management with the scope of Site construction which facilitates project tracking and reporting.
  5. Provide the NaaS operator with documentation, methodologies, and tools for the acceptance of the site infrastructure.

1.2 Module Framework

NaaS Runbooks Framework shown in Figure 1 displays the PlayBook Modules and their relationship to Site Construction Management.

Strategic Plan & Scope and High-Level Network Architecture drive the strategic decisions to forthcoming phases. Deployment is the second step in the implementation strategy, and the same as other modules, it is supported by Supply Chain Management.

The Site Construction Management module is included within the Deployment stream. Within this stream, Site Construction Management Module has a direct relation with Site Survey Module which constitutes a relevant input to determine the specific Site solutions. Site Construction Management also takes inputs from Network Design Modules including Civil & Power Design Module.

Site Construction Management Module provides NaaS operators with guidelines for evaluation and selection as well as management of Site Construction Vendors

Figure 1. Module Framework

Figure 2 presents the Site Construction Management functional view where the main functional components are exhibited:

Figure 2. Site Construction Module Framework

The rest of the module is divided into four sections. Section 2 is an overview of the Site Construction Management end-to-end process. Section 3 provides a more detailed description of the construction components necessary to better understand the design of the specific Site solutions. Section 4 details the process to select Site Construction partners that will execute the construction activities required by the NaaS Operator. Finally, Section 5 addresses the management of Site Construction Vendors, including the description of reporting, documentation, and acceptance requirements.

2 Site Construction Process Overview

Figure 3 shows an overview of the Site Construction process, showing in green color the tasks which involve Construction Teams (tasks which usually will be outsourced to Site Construction Vendors):

Figure 3. Site Construction Process Overview

Understanding the Site Construction flow will help a NaaS Operator manage the end-to-end set of construction activities and will help them to better describe the requirements to be included in the RFx processes for selecting partners for Construction.

This section describes the Construction activities starting with Technical Site Survey, which will be followed when required by an Architectural and Engineering analysis of the site solution and then the generation of the Site Engineering document. These pre-construction activities will be followed by construction activities which are divided into Civil, Electrical and Mechanical works. Once Civil works and Electrical and Mechanical works have been finalized, the Site will be ready for Construction Acceptance before proceeding with Network Equipment Installation which is addressed in the I&C Module

Table 1 provides a high level view of responsibilities between main stakeholders involved in Site Construction in a NaaS environment (some variations may occur depending of specifics of the NaaS operational model):

Construction Area

Construction Task

Responsible

Site Survey

Carry out Site Survey

Constr. Partner or TowerCo + NaaS (optional)

Generate Technical Site Survey Report

Constr. Partner or TowerCo

A&E Analysis

Carry out Structural Analysis

Constr. Partner or TowerCo

Generate Site Engineering Document

Constr. Partner or TowerCo

Validation

Validate Site Solution

NaaS Operator

Civil Works

Preparation

Constr. Partner or TowerCo

Foundations

Constr. Partner or TowerCo

Mechanical & Electrical

Mechanical Construction Component

Constr. Partner or TowerCo

Electrical Construction Component

Constr. Partner or TowerCo

Acceptance

Construction Acceptance

NaaS Operator

Table 1. Site Construction Responsibilities.

2.1 Technical Site Survey

The Objective of the Technical Site Survey task is to determine the suitability of the proposed location to accomplish with engineering objectives. During the Technical Site Survey, the Construction team needs to determine the most suitable construction site solution and gather all the information which will allow a later engineering analysis and the generation of the Site Engineering document.

The output of the Technical Site Survey is the Technical Site Survey Report, which includes information about the new structure to be built or the existing structure to be adapted. Technical Site Survey Report can also include space analysis, power supply analysis as well as drawings and photos which will allow a later post processing to carry out structural analysis and generate the Site Engineering document.

The Site Survey process is schematized in Figure 4:

Figure 4. Site Survey Process

For more detailed information about the Site Survey activities, please refer to Site Survey Module, which is also part of the Deployment area as introduced in section 1.2.

  • Required Attendance for Technical Site Survey

For more information please review the Site Survey Module, which offers a guideline to help NaaS Operators to determine the resources who should be performing the Technical Site Survey in a Rural Environment.

  • Technical Site Survey template

NaaS Operator can use the provided Technical Site Survey template (template A) to record the information collected through the Technical Site Survey activities.

2.2 Architectural and Engineering Analysis

The main objective of the Architectural and Engineering analysis is to perform the structural analysis and validate the solution selected after the Technical Site Survey.

This analysis is important to certify that the supporting structure to be installed or re-utilized will be able to support the load that is being planned to be mounted on the tower/building. The NaaS Operator and/or the construction Vendor will be legally responsible for ensuring the safety of the site from a structural point of view and therefore the structural analysis is critical to avoid the possible collapse of the structure mainly due to wind.

Structural Analysis consists of the tower load analysis subject to components load (i.e. all the equipment which will be installed in the tower), as well as terrain characteristics (i.e. geotechnical information, which will also consider wind, ice and seismic characteristics). Tower Load will impact the tower foundation requirements which will be specified in the Site Engineering document.

Here, it is important to differentiate between New Sites (Greenfield or Build to Suit) or Existing Sites, since this will impact on the necessity to perform a Structural Analysis for the Site Construction. The process to determine this need is summarized in the schema from Figure 5.

Figure 5. Site Engineering Analysis

  1. New Sites: For New Sites, a NaaS Operator goes through the RFI/RFP Process to obtain proposals for the Site Configurations to be deployed.
    These Site Configurations will consider the equipment which is planned to be installed in the tower, so that the Tower Constructor can compute the planned loading (known as Baseline Appurtenance Loading).
    For initial installations and for changes which are within the baseline loading, any additional structural analysis is required.
  2. Exiting Sites: If the NaaS Operator is planning to use Existing Sites to add its equipment, it will be required to perform a structural analysis when the demand-capacity ratio of any supporting component increases by 5% (according to last revision of TIA-222 standard (revision H)). This feasibility study is a preliminary structural analysis of an existing cell tower. The objective is to evaluate if the proposed condition will increase the demand-capacity ratio of any structural member.
    As an example, if a tower member was designed to support 500kg and currently supports 200kg, the demand-capacity ratio for this tower member is 40%. If we need to add a new antenna to the tower member increasing by 50kg its load and increasing the demand-capacity ratio of the component from 40% to 50%. This change will require to warrant a comprehensive structural analysis of the Existing Site.

After this Engineering Validation has been performed, CAD (Computer Aided Design) tools are used to generate the Site Engineering document.

  • Site Engineering Document

Site Engineering Document contains detailed blueprints corresponding to each specific Site deployment. NaaS operators can include this service in the Managed Services contract with Construction partners or could use internal resources and available tools like FreeCad to produce Site Engineering documentation with the required detail level. Samples of a Site Engineering document are provided in Figure 6, Figure 7 and Figure 8.

Figure 6. Site Engineering Sample 1

Figure 7. Site Engineering Sample 2

Figure 8. Site Engineering Sample 3

2.2.1 Tower Loading and Foundation Guidelines

NaaS operator will rely on Site Construction Partners to certify that the design of the tower is in accordance with the planned tower load. Tower Load will impact the tower foundation requirements.

It is important however to highlight some considerations to be taken into account when making the requirements for this activity to the Site Construction Vendor. These guidelines will also constitute a good reference for NaaS Operator Construction team for reviewing and assessing the work of the Site Construction Partner.

  1. Tower Loading guidelines

Dead Tower Load considers the weight of the tower structure as well as antennas, antenna mounts, transmission lines, conduits, lightning equipment, climbing devices, platforms, signs, anti-climbing devices, etc.

Besides Dead Tower Load, Wind Loading is the predominant dynamic loading to be considered outside dead weights. The following guidelines are applicable:

  • The superstructure should be designed to resist various pressures including wind load.
  • Every design shall consider that:
    • Wind velocities constitute the measured data generally available and a conversion has to be made from wind velocity to wind pressure.
    • Various existing standards define and measure wind velocity in different ways.
    • The use of basic wind speeds shall be encouraged in the design of wind loading.
    • Basic wind speed approach assumes given winds speeds, from meteorological measurement to be at 10m above ground level, and basic wind speed design escalates the wind load from 10m above ground level to the top of the structure.
  • Considering that wind speed escalates with height, structures shall be designed to withstand forceful wind speeds that occur on the average of once every 30 to 50 years.
  • A gust factor to account for the varying nature of wind shall be incorporated into the design for the structure.
  • For greater accuracy, the calculation of wind speed should be based upon information provided in the Wind flow Map of the country.
  1. Tower Foundation guidelines

Most appropriate foundation type depends on several factors included the loads that may be able to support, the soil conditions as well as the cost.

Engineering will consider the following steps when designing the tower foundation:

  • Obtain all possible information about the loads which are going to be transferred to the foundation
  • Obtain generic soil conditions at site location
  • Assess the risks for finding archeological or other types of artifacts which could cause a delay in the site construction. To prevent these findings, it will be required to obtain information about protected zones in the area (if any). In case of casual findings, they should be communicated to the authorities following local legislation.
  • Consider all possible foundation types
  • Prepare an estimated cost of each foundation alternative and select the most appropriate in terms of costs and functional requirements.

Foundation design for towers and equipment cabinets or shelters must be based upon site soil conditions as noted in the geotechnical report. These foundation plans must be designed by a licensed Professional Engineer and the design must be included in the Site Engineering document.

A Professional Engineer or contracting firm should determine whether the soil is adequate to properly support the concrete foundation or slab. The Professional Engineer or contracting firm should determine the excavation depth and the required fill, if required.

Foundation design should consider any precipitation conditions unique to the location. These considerations include (but are not limited to) elevated (pier type) platforms used in low-lying areas prone to regular flooding, and elevated foundations used to prevent burial of site due to snowfall.

All foundation construction must be performed by a qualified contractor specializing in this work.

Vendor Construction Partner will provide information about applicable Standards followed for the tower load design. Some of these standards are listed in Table 3.

Standard

Standard owner

TIA/EIA-222-G [or higher]

Telecommunications Industry Association/ Electronic Industry Alliance

BS 8100-1: Lattice Towers and Masts – Part 1: Code of Practice for Loading

British Standard Institution (BSI)

BS EN 1993-3-1:2006: Eurocode 3. Design of steel structures. Towers, masts and chimneys. Towers and masts

British Standard Institution (BSI) / European Union

ASCE 10-97: Design of Latticed Steel Transmission Structures

American Society of Civil Engineers

AS 3995-1994: Design of steel lattice towers and masts

Standards Australia

BS EN 1992-1-1:2004+A1:2014: Eurocode 2: Design of concrete structures. General rules and rules for buildings

British Standard Institution (BSI) / European Union

Table 3. Tower Load Standards.

2.3 Civil Works

After the Site Engineering document has been produced and validated, the Site permits have been obtained and a Purchase Order has been issued to the Site Construction Vendor, Site Construction can start. Site Construction begins with Civil Works, which main tasks are depicted in the following figure:

Figure 9. Civil Works in Site Construction

The following paragraphs provide an instructional step approach for the tasks to be executed. The main objective is to provide NaaS operators with a description of the set of civil work activities to be implemented. Understanding the process will support a NaaS operator with the required background to track the execution of construction process tasks.

2.3.1 Civil Works Material Transport

Material required for Civil works needs to be transported to the Site Location. Civil Work Materials will include among others the following:

Machinery for drilling (required for monopole towers and anchors) and excavating the site foundation required area(s).

Machinery for concreting and backfilling the site foundation area.

Rebar cages and frames to be lifted into drilled holes and/or foundation pads for concrete reinforcement.

Concrete

Water

Arid materials: sands and existing gravels

Other component authorized by Contractors Civil Works Manager

Machinery (cranes or alternatively pulley or winches for lighter structures) for lifting the tower and the shelter (if necessary)

It is relevant to mention here that Construction Vendor must utilize materials from a materials list which complies with construction standards and country normative to avoid future operational costs in maintenance activities. The Contractors Civil Works Manager will be responsible to guarantee that utilized materials are compliant with standards.

2.3.2 Site Preparation

The input for Site Preparation will be the Site Design documents (i.e. Site Engineering document) and the output of the activity will be an area prepared for concrete pouring.

Site Preparation will include the following subtasks:

  • Mark the Site Areas
    It will be necessary to mark the area corresponding to the site layout as designed in the Site Engineering Document. It will include (if applies) all the areas that require ground or rooftop work (tower, shelter, cabinets, generator).
    Marked Site Area should consider the assessment of risks for finding archeological or other types of artifacts in the area, since these findings could cause a delay in the site construction.
  • Excavation and Leveling work
    Excavation work, which is done following design requirements, is required to prepare the Site for concrete foundation.
    If there were casual findings of archeological or other type of artifacts during excavation works, they should be communicated to the authorities following local legislation.
    Excavation and leveling will be performed in the tower and equipment cabinet footprints. All the loose earth from excavations will be removed to prepare the areas for foundation.
  • Fencing
    As a Civil Work activity there must also be included the possibility to build a fence to protect access to the tower and the equipment. Different alternatives are possible including a boundary wall of a solid material such as concrete or brick, although most typically the protection fence will be of chain link or steel palisade types, complemented with a razor wire to avoid access through the upper part.
    Fencing may require additional excavation and foundation works. In the case it is planned to use a bedplate to place the equipment outdoor cabinet(s) and/or the shelter, the fence could make use of this structure and get attached to it by pouring concrete.
    Fence door size will be designed considering the need to ingress in the site area of the rest of machinery and materials which will be required for site construction.

2.3.3 Complete Tower and Shelter Foundation structure

Once the Site is prepared, the next step consists of implementing the complete foundation required for tower and cabinets/shelters erection. Depending on the Site Design (which will have considered the characteristics of the equipment shelter), the use of metallic platforms or concrete bedplates to isolate and protect the cabinet will be required. On the extreme side, if all the equipment is held by the tower, there will be no need for such a Shelter Foundation.

Foundation will include the following main subtasks:

  • Fix main legs of the tower
    Steel legs of the tower will be fixed in ground. Depending on the size and weight of the structure, it might be required to use rebar cages covered with reinforced concrete. On top of these rebar cages, templates will be used to locate the anchor bolts and fix the tower legs.
    For designs where the tower structure does not have steel legs, a concrete base will be used, being the tower bolted to this concrete foundation.
  • Complete foundations
    This will consist of pouring the concrete of the tower and shelters/cabinets foundations. Concrete cure process will be extended until the concrete reaches at least 70% of the required resistance for the project. This time will be determined by the Contractors civil works manager and will depend on the concrete class and category as well the ambient temperature and humidity.
  • Backfilling
    The excavated area is backfilled above the foundation with sand and gravel to compact and strengthen the floor. This will allow leveling the site area and will also support the drainage of the site area.

2.3.4 Existing Tower reinforcement

If the Site is going to be deployed in an existing tower infrastructure, this structure might require to be reinforced to support the added weight by yje new equipment and new antennas. As it has been described in the Architectural and Engineering Analysis section (section 2.2), a feasibility study will be performed to determine if this is required.

The areas which commonly require reinforcement are the tower base, the tower shaft or axis and the tower junctions (in case the tower is formed by several welded or bolded sections). In exceptional cases it might be required to increase or reinforce the foundation area.

Tower reinforcement actions might include:

Reinforcement of Tower Base section by using Base flanges.

Reinforcement in some sections of the shaft by using bolted plates and/or pole savers

Reinforcement of tower junction sections using welded flanges, sleeves or bolts

2.3.5 Rooftop reinforcement

When deploying the site on a rooftop, it will be required to ensure that the load is distributed on columns or beams of the building. Depending on the load of the equipment shelter, this may require the usage of platforms or transition structures to allow an adequate load distribution.

In the case a small tower or structure is required to hold the antenna system, some solutions are possible including tower counterweights, tripod structures (anchoring the main pole to a building column and using legs anchored to beams or directly on the floor).

2.4 Mechanical and Electrical Works

This section will provide a step approach allowing the overview of the mechanical and electrical works which are required after Civil Works have been completed.

This step approach will allow a NaaS operator to have an understanding of the activities, facilitating the tracking of their execution, which will usually be undertaken by the selected Construction Vendor. The main areas in which these works are grouped are highlighted in the following figure:

Figure 10. Mechanical and Electrical Works in Site Construction

2.4.1 Tower Assembly and Tower and Shelter erection

  • Tower Assembling and erection, with the following considerations:
    • As a general rule, everything that can be assembled or pre-assembled, bolted or welded on the ground will be executed first to avoid the work on the air. This includes antenna and equipment mounts, working platforms (when required) as well as lights and accessories. If tower painting is required due to the height (and civil aviation requirements) of the tower, this will also be performed on the ground.
    • Cranes will be used to lift tower sections starting by the lower sections. Work on the tower (only to be executed by certified professionals) will be required to guide and pivot the sections for correct alignment (in case of monopole towers) or to receive and bolt sections (in the case of self-supported and guyed towers).
      In the case of smaller structures, usage of winches may suffice to raise tower sections and mounting accessories.
  • Shelter/Cabinet erection
    Usage of outdoor cabinets will be the preferred option for equipment. In this case, the usage of cranes will rarely be necessary (not even in the case of rooftop installations) to lift and erect the outdoor cabinet. The cabinet will be placed on the floor (rooftop sits) or in a platform in case this was necessary to distribute the total load of the cabinet(s).

2.4.2 Antenna mounts supply and installation

Antenna and accessories mounts are supporting structures that allow to securely attach these elements (antennas, transport equipment and other accessories) to the main primary structure (tower, rooftop) and prevent their movement in high wind conditions.

Antenna and accessories mounting structures include platforms, arms, clamp rings, frames, pipes and other ad-hoc mounting structures.

For tower sites, most of the time these mounting structures will be bolted, clamped or chained to the tower structure.

For rooftop sites, frame structures and roof mounts for antennas will be installed using counterweights or tripod structures. Wall mounted poles and brackets will be used for individual antenna installations.

Examples of such construction components can be found in section Antenna Mounting Structures (section 3.1.2).

  • Safety climbing system
    Site towers need to be equipped with approved safety systems to allow climbing by specialized workers. Climbing activities will be required for installation and maintenance activities in the tower.
    These systems are usually composed of:
    • Step bolts and/or ladders (step bolts are typical in monopole towers, whereas self supported and guy towers can be equipped with steps, ladders or both attached to the tower legs)
    • Safety accessories including top and bottom brackets, cables and cables guides to allow workers to utilize cable grabs.

Figure 11. Safety climbing systems (step bolts, ladder) components

Safety climbing systems are usually already integrated with the tower structure. In the case any type of final work (tower sections assembling, attachment of antenna and equipment mounting structures) was required, these works should be done on ground.

2.4.3 Cable management

Cable management construction components prevent cables from become damaged due to weather conditions (wind, ice) or during maintenance work on the tower.

Cable management components are required to manage different type of cabling necessities:

  • Cabling needs between RAN and Power Cabinet and RRU (Remote Radio Units)
  • Cabling needs between Transmission Indoor and Outdoor equipment
  • Other cabling requirements

In the case of tower structures, these components usually consist of cable ladders and hangers which will be attached to tower sections while on the ground to avoid air work activities.

In the case of rooftops, hangers, cable ladders and waveguides will be installed usually attached to rooftop floors and walls. If required, suspending levers will be utilized to allow aerial installation of ladders and waveguides.

Detailed information about cable management construction components and guidelines for their installation can be found in section Cable management construction components (section 3.2).

2.4.4 Power Construction

Power construction activities are required to provide power infrastructure required by radio and transmission equipment, as well as by all site auxiliary elements requiring power.

Radio and Transmission equipment will usually work with DC (-48V or +24V), requiring the power system to be equipped with AC-DC rectifiers if AC grid power is utilized in order to convert the alternating current (AC) to direct current (DC). Alternatives to grid power includes the use of solar panels or diesel generators (although this last option should be avoided if possible due to high maintenance costs).

When grid power is utilized, Power Construction activities will include (variations may be considered to follow specific country regulations):

  • Installation of Electrical Socket Box for Power Meter
    Power meter will be located in an electrical socket box according to approved models by the electrical company.
  • Installation of Power Distribution Box
    Power Distribution Box will be approved and built according to country regulations. It will include electrical circuit breakers, contactors, switches, fuses.
    From Power Distribution Box, the following circuits will be powered:
    • AC/DC rectifiers
    • Radio Equipment
    • Transmission Equipment
    • Batteries bank (in case of outdoor cabinets, power supply subsystem provided by most vendors will consist of a power cabinet and a batteries cabinet, which will be interconnected and will allow separation of the hazardous battery chemicals)
    • External lighting
    • Required power sockets (if any)

    Power Distribution Box will be attached to a wall or installed on a metallic structure that can be supported on a concrete slab. In case of rural sites, the power distribution box will usually include a system to protect the equipment against over-voltage.

  • Electrical connection between Power Meter Box and Power Distribution Box
    Conduits used between Power Meter Box and Power Distribution Box will be of HDP type when underground and RGS (Rigid Galvanized Steel) when above ground. More usual installation will be underground requiring a specific trench for the conduit layout. The conduit will not have interruptions until reaching the general switch in the Power Distribution Box.
    Power cables to be laid in the conduit will be according to standards and applicable normative.
  • Electrical connection between Power Distribution Box and Telecom Equipment
    Tubes utilized to carry the power cables between Power Distribution Box and the telecom equipment will usually be PVC tubes.
  • Electrical connection between Power Distribution Box and Telecom Equipment
    Tubes utilized to carry the power cables between Power Distribution Box and the telecom equipment will usually be PVC tubes.

2.4.5 Grounding and Lightning

Towers are structures with a high risk of lightning strike and therefore require grounding and lightning protection systems. The essential function of a grounding and lightning protection system is to prevent a lightning strike damaging the structures and equipment. This is achieved by diverting the strike energy to the ground before it gets into the equipment room.

Grounding network must accomplish all normative and regulations for the structures utilized in the Site. All metallic parts of the site will be grounded, using isolated conductors connected by the grounding system to the grounding rods.

Grounding Cable Routes must use the shortest possible route for grounding cables and with the fewer possible curves. Lightning rod will be used on top of the tower when necessary. Lightning rods will be able to attract lightning strikes and flow the lightning current through the tower grounding system. They are necessary if the structure represents a high point in the area (higher than surrounding objects) and this area has high probability of incidence lightning strikes.

Buss bars are construction components used to connect grounding cables from antennas and other locations to the main grounding cable. Buss Bar Kits must be installed minimally at the following locations (at their bottom side):

  • Each antenna mast
  • Power Distribution Box
  • Metallic supports holding the equipment

All the steel sections on the foundations that could have been built for the tower and the equipment cabinet/shelter must also be bonded to the grounding system, as well as the cabling management components (ladders and waveguides) from equipment to the antenna and equipment masts. If the equipment is hold on top of a metallic platform, this platform will also be grounded.

3 Site Construction Components and Guidelines

This section of the module contains descriptions and illustrations of Site Construction Components, as well as guidelines and best practices to be considered by Construction Partners and/or Construction teams of the NaaS Operator.

It will provide a good reference information and an input for the Construction Manager and the Site construction teams. This information will be relevant when defining the Site solutions which will be part of the deployment and which will be requested to Construction partners through the RFI/RFP processes.

Construction components include Towers (Primary structures), Antenna mounting structures, Cabling and Power Supply construction components, Equipment shelter construction components and Site Grounding and Lightning components.

3.1 Primary structure and antenna mounting structure

The section provides an overview of the primary supporting structures (towers, rooftops) and the secondary supporting structures (mounting structures used to attach antennas and other equipment to the primary structures).

3.1.1 Type of Primary Structures

Towers constitute the majority of primary supporting structures in rural areas, whereas rooftop mounts represent the majority of structures in the urban areas. The following are the main options for Primary Structures:

  • Monopole Tower or Post Mast
  • Self-supported Tower (also known as Lattice Tower)
  • Guyed Tower
  • Roof top mounts

NaaS Operators will model the RAN Configurations as part of the RAN Low Level Design, that will specify among other things the required antenna height. Site Construction responsibilities will include the selection of the type of primary structures to be used for each RAN Configuration.

These Site Configurations will be determined by considering:

  • Required tower heights
  • Commercial conditions (cost of shipment and assemblies costs)
  • Specific deployment consideration in the area (for example: roads infrastructure for heavyweight transportation, required on-site work for the different types of structures, etc).

The Planned Site Configurations will be agreed and confirmed throughout the RFI/RFP process with potential Site Construction Vendors.

Table 4 assesses the Primary structures to be utilized in typical environments:

Scenario

Primary Structure

Urban

● Rooftop with Rooftop antenna mounting structures

Suburban and Rural

● Monopole Towers: It will typically be chosen for small structures with a single pole of the desired height (Typically less than 20m) because of easy installation and reduced footprint.

● Self-supporting: If more than 20m are required, self-supporting towers will usually be chosen.

● Guyed towers: Used in rural scenarios when high towers are required (typically more than 60m) and there are no footprint restrictions.

Table 4. Typical Primary Structures

Telecom towers and required Tower anchors will require foundations for their installation. NaaS Operator will usually rely on Site Construction Vendors for the design of such foundations. For NaaS Construction team reference purposes, a Primer for Construction Guidelines for Tower Foundations and Anchors is provided.

The following sections contain descriptions and key characteristics of the main types of Primary Structures.

3.1.1.1 Monopole Tower or Post Mast

Monopole Towers or Post Masts are self-supporting towers which consist of a single vertical pole fixed into the ground and/or attached to a foundation. Depending on the height, it may also consist of a set of tapered steel tubes that fit over each other to form a stable pole.

Monopole Towers require less footprint and are perfect for small sites.

The main advantages of monopole towers are:

  • Easy assembly
  • Less expensive installation
  • Interior routing of cables which reduces wind loading
  • Can be designed for multiple carriers plus microwave capability
  • Platforms and antenna arrays can be rotated to any azimuth.

Main characteristics and guidelines for Monopole Towers

Table 5 contains the main characteristics of the Monopole Towers:

Main characteristics and guidelines for Monopole Tower or Post Masts

Pipe diameter decreases from bottom to top

A monopole tower should be fitted with climbing rungs where necessary.

Monopoles are to be made from galvanized hollow steel pipes or high strength steel and designed for a variety of multi-user configurations and finishes to meet local aesthetic requirements.

Zinc coating galvanizing helps prevent premature rust and corrosion.

Each shaft section should be a constant-tapered hollow steel section

The pipes shall be tapered to ensure that one pipe base fits into the top of another until the desired height is achieved. A joint in the arrangement should have an overlay between the two adjacent pipes.

The depth of the overlay, the base width and the number of pipes in a particular monopole shall be determined by expected height of a tower, the thickness of the pipe walls, the base diameter and whether the tower shall be guyed or not.

Foundation type: Drilled is the most common foundation type for Monopole Towers

Table 5. Monopole Tower Guidelines

The following are descriptive pictures of Monopole Towers:

3.1.1.2 Self-supporting or Lattice Towers

Self-Supporting towers are free-standing lattice structures.

Self-support towers have a larger footprint than monopoles (it may require 10 times more space than a monopole tower, but can also reach 3 times the monopole height). Their footprint is usually much smaller than Guyed Towers footprint.

3-legged triangular based pattern is the most common. Angle or Pipe (tubular and solid) for the legs, assembled in sections including a latticework of cross braces bolted or welded designed for medium to heavy loads.

The main advantages of Lattice towers are:

  • Low self-weight
  • Economic use of materials, especially for angle-section lattice towers (and consequently less cost than monopole towers)
  • Fast fabrication and construction
  • Easy to transport (lattice angle sections can be bundled to the available truck capacity)
  • Less wind shade than monopole towers
  • Easier galvanization when compared to monopole tower
  • High load carrying capacity

Main characteristics and guidelines for Lattice Towers

Table 6 contains the main characteristics of the Lattice Towers:

Main characteristics and guidelines for Self-Supporting Tower (also known as Lattice Towers)

Self-supporting towers shall be designed and constructed as lattice structures.

Triangular or square structure

Tube legs, angle legs, lattice legs or solid round legs.

Face widths vary according to height and load capacity.

Rest platforms provided every 20 meters of height.

Work platforms provided also at heights where antennas are to be installed.

Fitted with a climbing ladder.

Foundation type: Standard (Pad) or Raft foundation

Table 6. Self-Supporting Tower Guidelines.

The following are descriptive pictures of Lattice Towers:

Figure 12. Lattice or Self-supported Tower

Figure 13. Foundation for Lattice Tower (backfilled)

3.1.1.3 Guyed Towers

Guyed towers require larger parcels (for this reason are only possible in rural deployments) but can also achieve greater heights (typically used in TV or broadcast scenarios).

Guyed towers are characterized by getting stabilized by tethered wires. Guyed masts may be in lattice, triangular or square, tapered or straight, as well as monopole structural forms.

There are knock-down guyed tower options that bolts together prior to erection, facilitating tower transportation.

The main advantages of Guyed towers are:

  • Easier production and logistics (number of different elements to be produced is reduced)
  • Less weight and cost than monopole and self-supporting towers
  • Easy upgrading of existing structures
  • As lattice towers, less wind shade than monopole towers
  • High load carrying capacity

Main characteristics and guidelines for Guyed Towers

Table 7 contains the main characteristics of the Lattice Towers:

Main characteristics and guidelines for Guyed Towers

Guyed masts shall be supported and held in position by guy wires or ropes, which shall be made from pre-stretched steel only

The design, based on the load calculations would determine working load and the break strength required of the guy wire and ultimately the choice of the size and grade of the wire.

The choice of each guy earth screw anchor would be dependent on its holding power in the soil, which is a function of its diameter and length to be used to compute the minimum number of guys required.

As a general rule, guys should be planted in three directions at 120 o apart from each other. The distance from the base of the tower to the guy anchor base should be one quarter of the height of the tower.

Guy wires must not be over tightened in the installation of guy towers in order to avoid excessive tension which may cause alignment problems, cable rupture and permanent wrapping of tower structural parts.

All sections must be straight square sections to eliminate potential problems associated with twisting or the need to shim the legs.

Typical tower sections are to have brace configuration with horizontals (z, x or k) and pivot base sections. These tower-structures should be wholly of steel, modular and hot-dip galvanized.

Guyed towers should have tube or solid legs with solid bracing which increases the tower rigidity to allow for the twist and sway.

Table 7. Guyed Tower Guidelines

The following are descriptive pictures of Guyed Towers:

3.1.1.4 Rooftop Structures

Rooftop installations are intended for buildings with a height which is like the average building height in the area they serve.

Buildings too high are normally discarded as they can provoke interference on distant cells and buildings too low are normally discarded due to signal obstruction from the surrounding constructions, which make more efficient the use of street level small cells in combination with alternative rooftops.

Roof mounts are an inexpensive way of elevating signals above the roof or any other obstruction.

Main characteristics and guidelines for Rooftop structures

Table 8 contains the main characteristics applicable to rooftop structures:

Main characteristics and guidelines for Rooftop Primary Structures

Structural checks must be made to ascertain the capability of a chosen roof to withstand the additional load being imposed on it by the structure and the entire antenna array it will support.

All Roof mounted towers must be certified by the buildings structural engineer before installation.

As a general rule, roof mounts should be limited to light weight structures of low heights and support minimal dead and dynamic loads.

Roof mounts can be installed in the penetrating or non-penetrating modes and can be self-support or guyed. However non-penetrating roof mounts are most suitable for flat surfaces.

Table 8. Rooftop Guidelines

The following are descriptive pictures of Rooftop structures:

3.1.2 Antenna Mounting Structures

This section introduces mounting structures used for the different types of Primary structures. Mounting structures will be required for antennas and other equipment to be installed in the tower including Radio Remote Units, solar panels, equipment cabinets and others.

Suitable type of mounting support will be selected according to the antenna or equipment type and the type of tower.

The following are antenna mounting structures used for the type of primary structures described previously in the document.

3.1.2.1 Mounting structures for Monopole Towers

Monopole Tower Structure

Low Profile Platforms

Support Arms for Clamp Rings

Monopole Mount for Sectorized Sites

Chain Mount Kit

Platform with hand rail

Universal Clamp Rings

3.1.2.2 Mounting structures for Lattice and Guyed Towers

Guyed and Self-supported Tower Structures

In Guyed and in Self-supported towers, antenna mounts are attached to a single leg, or across the tower face (leg to leg).

Antenna mounts include a) sectored mounting frames b) Face-arm mounts and c) Pipe mounts.

Single Leg Sector Mount

Face Mount

Pipe Mounts

3.1.2.3 Mounting structures for Rooftops

Antenna mounts on Rooftops

When installing the antenna support on the rooftop, the following guidelines will be followed:

● The strength of the materials for the antenna support and pole should meet the requirements of antenna load capacity and wind load.

● The connecting pieces for the support stiffener should be installed in the positions where the regulation of the antenna orientation and tilt is not affected.

● The antenna support should be perpendicular to the horizontal plane.

● The base of the antenna support, the anchor of the stiffener, and their expansion bolts should be covered with concrete. Ballasts (normally concrete blocks) can also be used to keep mount secure

● If there are enclosing walls on the rooftop, the antenna support can be installed on an enclosing wall. Ensure then that the main supporting post is vertical to the surface of the rooftop.

Angle frame with antenna mounting pipes (normally with concrete blocks ballast to keep structure secure)

Non penetrating Flat Roof mounts (normally with concrete blocks ballast to keep structure secure)

Wall-mount Brackets

Pole Wall Mount

Wall Mounts

3.1.3 Standards and Regulations

Tower Construction needs to adhere to Standards and Regulations in the areas of:

  • Civil Aviation regulations
  • Environmental Safety
  • Requirements on radiation emissions

The Primer of Standard and Regulations: Civil Aviation, Environmental and Radiation Emissions provides detailed information about such Standards and Regulations.

3.2 Cable management construction components

Cable layout are construction components required to manage different type of cabling needs which include:

  • Cabling needs between RAN and Power Cabinet and RRU (Remote Radio Units)
  • Cabling needs between Transmission Indoor and Outdoor equipment
  • Other cabling requirements.

Depending on the Equipment provider, a solution with hybrid cable solutions is possible, where one or more power conductors and multiple fiber cables are bundled within the same outer jacket. Hybrid cables (power and fiber) are used to connect equipment in the cabinet with active equipment on the tower (such as RRUs or MW outdoor units). Since these cables contain both power and fiber, there is a reduction in the number of individual cables to be run.

The more typical cable management solutions are the following:

  • Cable Hangers:
    Cable hangers allow maximizing the space utilization on crowded towers and can be used with any type of cables (fiber, power, hybrid, coaxial).
    Cable hangers will be placed every 1m to 1.5m to ensure that the cable does not move with the wind.
  • Cable Trays (or Cable Ladders):
    A cable tray is a unit or assembly of units or sections and associated fittings forming a rigid structural systemusedto securely fasten or supportcables. They are especially useful in situations where changes to the cabling system are anticipated, since new cables can be installed by laying them in the tray.
    • Cable tray may be required outdoors as well as indoors (e.g. equipment rooms or equipment shelters)
    • The cable tray should be installed according to the engineering design (i.e. Site Engineering document)
    • Indoor Cable Tray:
      • Recommendations: width: 400 mm; height: 2.4 m.
      • Installed against a suspending lever. If the indoor cable tray is installed against a wall, a tripod or ground support can be used.
      • Connected to the indoor grounding bar through cables
    • Outdoor Cable Tray:
      • Outdoor cable tray consists of the horizontal cable tray and the vertical cable tray
      • Width: 400 mm
      • Welded to the lightning rod of the building through the reinforcing steel bar
    • Waveguide Cable trays are typically used to horizontally secure cables from the tower to the equipment cabinet and when an additional protection is required for the cables.
    • If required, wires should be added to improve electric connectivity between the cable trays.

Table 9 shows the main construction cable management components:

Cable Management Construction components

Universal Cable Ladder (Tower applications)

Cluster T-Line Brackets (minimize wind load on cables)

Waveguide Bridge Channels (Horizontal and Vertical Indoor applications)

Waveguide Bridge Support Kits

Waveguide Bridge Mount Kits

Waveguide Bridge Splice Kits

Coaxial Hangers

Table 9. Cable Management Components.

3.3 Power Supply construction components

This Module is not intended to provide guidelines for power calculations to select and dimension the most appropriate power supply source for the site solution. The Civil and Power Design Modules will generate the inputs which will be considered to determine these construction components.

This section describes the construction components required for a proper placement of the elements utilized by the following type of power sources:

  • Power Grid
  • Solar Panels
  • Backup batteries
  • Diesel Generators

Construction components need also to be dimensioned for the required subsystems of these power sources. These subsystems will include AC-DC power rectifiers, DC to DC converters and transfer switches to select alternate or backup power sources.

3.3.1 Power Grid

The following considerations apply to on-grid installations:

  • Tower owners will be responsible to provide space to install electric power meter positions.
  • Electrical companies will be responsible for all installation to reach the electric power meter.
  • Meter will be installed outside of the towers secured area. If installed inside a fenced area, the distance to the edge of the fence should allow reading the meter through the fence.

For the installations between the electric power meter and the power distribution unit in the equipment cabinet, the main construction components are the following:

  • Outdoor galvanized steel conduits (RGS – Rigid Galvanized Steel) for exterior locations above ground
  • HDP (high density polyethylene) or PVC pipelines for underground
  • Minimum Size conduit shall be 21mm
  • Transitions between HDP/PVC and RGS shall be made with HDP or PVC coated metallic long sweep radius elbows or with Registers Boxes.

Power Grid Construction components

Galvanized iron conduits

HDP Pipelines

Register Boxes for Power pipelines installation

PVC coated metallic elbows

3.3.2 Solar Panels

Rural installations will frequently utilize solar energy as the main source for site power. Key components of solar systems include Photo Voltaic (PV) panels which absorb and convert shortwave solar irradiance into DC electricity to charge batteries and operate the Site equipment.

In rural environments, these components will typically be placed in the tower itself, and therefore construction components to be considered consist of tower pole mounts to hold these components. For larger sites, it may be required a ground based solar racking system.

Solar Power Construction components

Typical Rural installation with Solar Panels

Tower Mounts for Solar Panels

3.3.3 Batteries

Batteries are typically used as a backup system to allow equipment continuous operation. Batteries contains chemicals that react with one another, producing DC electrical current.

Battery backup times usually range from two to eight hours, depending on the load. When designing the battery capacity, the main power source of the site needs to be considered since it will impact on the required battery autonomy (for example, battery system autonomy should be higher if the power source is solar than if the main power source is the grid).

Low Power installations in rural areas will utilize batteries which will be mounted on towers utilizing universal pole mounting tower accessories and enclosures for batteries. For higher power needs, batteries would be mounted at the bottom of an outdoor equipment cabinet, and for large site configuration options include the usage of self-ballast systems to place the battery banks and optionally also a charge controller to protect the batteries.

Construction components for batteries location must also consider the fact that the batteries can be heavy and use hazardous chemicals.

Solar Power Construction components

Pole Mounted Solar Systems (low power requirements)

Self-Ballast system for Solar Panels and Batteries (large sites with high power requirements)

3.3.4 Diesel Generator

Diesel generators (DGs) are typically used to supply power to cellular Sites deployed in remote off-grid areas. The main issue with Diesel Generators are the high associated operating expenses, which are leading current deployment towards usage of solar systems or hybrid systems utilizing various power source systems.

Most Diesel Generators used in remote rural locations are portable, and then the space is the only item to be considered from a construction point of view. Another option is to use enclosed generator sets, although this option is less practical since it may require an additional concrete pad foundation or structure.

Diesel Generator Construction components

Portable Diesel Generator

Enclosed Diesel Generator

3.4 Equipment Cabinet/Shelter construction components

Different options exist to shelter required equipment in telecommunication sites:

  • Tower mounted equipment cabinets: This option seeks to maximize the usage of the tower to hold the equipment, minimizing then the required space floor and associated construction components. However, some site solutions are still relying on cabinets on the floor of the tower to place equipment such as BBU (Baseband Units) in the case of RAN or IDUs (Radio Indoor Unit) in the case of microwave backhaul equipment.
  • Cabinet: Usage of outdoor cabinets is the preferred option for the site equipment that can not be placed in tower mounted cabinets. As it will be described in this section, outdoor cabinets will typically be located on concrete pads or on top of metallic platforms.
  • Shelter rooms: prefabricated shelter rooms option was more typical during initial cellular rollouts. This option has been nowadays displaced by outdoor cabinets and tower mounted cabinets, mostly because of cost and easier installation reasons.

This section will describe the structural options to place equipment cabinets and shelters when they cannot be mounted to towers. These structure components basically consist of platforms and/or concrete bedplates.

Table 10 offers the NaaS Operator with generic guidelines to determine the need for one or more outdoor cabinets space (shelter could be an option if the number of operators in the tower justifies it from an economical point of view):

Engineering Area

Equipment

Tower mounted

Shelter/Cabinet

RAN

RRU

Yes

BBU

Yes

Yes (Note1)

Transmission MW

ODU

Yes

IDU

Yes

Yes (Note2)

Transmission Fiber

Optical Equipment

Yes

Transmission VSAT

VSAT

Yes

Note3 (Note3)

Power Power Grid

Yes (Note4)

Power Solar

Yes

Yes (Note5)

Power – Batteries

Yes

Yes (Note6)

Power Diesel Generator

Yes

Table 10. Tower vs Shelter/Cabinet Space Requirements.

Notes:

Note1: RRU in the tower is a current overspread solution, but the possibility to additionally have BBU in the tower will depend on selected RAN Vendor product.

Note2: There are full outdoor MW solutions, but its availability for the MW frequencies to be used will depend on selected Microwave Vendor product.

Note3: VSAT terminal can optionally be mounted to tower or on cabinet.

Note4: To indicate that when Power Grid is utilized, it will require Power Distribution Boards, AC/DC rectifiers, etc. which will usually be installed in an Outdoor Power Cabinet.

Note5: Both Solar Panels and solar controller equipment can be mounted to tower or require ground space depending on the installation power needs.

Note6: There are battery solutions that may be fully mounted in the tower. However, typical solutions may require the usage of an outdoor cabinet for backup batteries.

The following sections introduce the construction components required to place Telecom equipment at the Sites. The considered options are outdoor cabinets and prefabricated shelters, with the preferred option being outdoor cabinets. In case of using an existing Site, it should also be possible to use an existing equipment room to place the new equipment if this room has sufficient space. However, adequacy of a new equipment room would be discarded, since its cost will be higher than the usage of outdoor cabinets.

3.4.1 Outdoor Cabinets

The outdoor cabinet solution will consist of cabinet(s) designed to house equipment.

If installed on a building rooftop, the cabinet will usually be placed on a metallic platform with legs allowing a proper distribution of the load on the columns and beams of the building structure. When installed outdoors, the cabinet will usually be placed on concrete bedplates or metallic platforms. The design of the cabinet allows access to the equipment without the need for the personnel to enter the cabinet.

The outdoor cabinet contains its own controls for heat and air conditioning. Depending on the climatic region, outdoor cabinets could also use passive cooling, resulting in less power consumption and consequent OpEx reduction. In the case that the cabinet was installed indoors (on existing rooms), it could share existing building heat and ac systems.

Figure 14. Outdoor Cabinet and Power Distribution Box on concrete bedplate

Figure 15. Outdoor Cabinet and Power Distribution Box on rooftop platform

3.4.2 Prefabricated Shelters

An alternative to the placement of the RAN equipment is the usage of prefabricated shelters, which size will depend on the equipment racks requirements. This solution shall be considered as the last option specially for rural deployments, and only applied if there is no other feasible alternative.

Telecom shelters are manufactured using either fiberglass, aluminum, or galvanized steel.

The equipment shelter will require the installation of a platform, especially for shelters installed on building rooftops. For shelters installed on outdoor fields, it is also recommended to install the platform on top of a concrete bedplate.

Figure 16. Equipment shelter in rooftop platform

3.4.3 Platforms and Foundations for Equipment Cabinets and Shelters

The following guidelines for platforms and foundations are introduced with the objective to constitute a good reference for a NaaS Operator Construction team for reviewing and assessing the work of the Site Construction Partner.

Equipment Platforms

In the case of rooftop installation of Shelters and/or equipment Cabinets, it will be required to install a platform. These platforms will allow the distribution of the load on the columns and beams of the building structure.

In case of outdoor deployments, cabinets or shelters will be place on top of a concrete foundation or on top a platform (platform will be placed on compacted earth).

Equipment Platforms should be made of hot dip galvanized steel with adjustable legs.

Figure 17. Equipment Shelter and Tower on platform

Foundation Requirements

A concrete foundation is typically used for outdoor shelter installations.

Foundation design for prefabricated shelters and other equipment must be based upon site soil conditions as noted in the geotechnical report. These foundation plans must be designed by a licensed Professional Engineer and the design must be included in the Site Engineering document.

A Professional Engineer or contracting firm should determine whether the soil is adequate to properly support the concrete foundation or slab. The Professional Engineer or contracting firm should determine the excavation depth and the required fill, if required.

Foundation design should consider any precipitation conditions unique to the location. These considerations include (but are not limited to) elevated (pier type) platforms used in low-lying areas prone to regular flooding, and elevated foundations used to prevent burial of site due to snowfall.

All foundation construction must be performed by a qualified contractor specializing in this work.

3.5 Site Grounding and Lightning construction components

Towers are structures with a high risk of lightning strike and therefore require lightning protection systems. The essential function of a lightning protection system is to prevent lightning strike damage to structures and equipment. Lightning and grounding system allow diverting the strike energy to the ground bypassing the equipment and thus preventing it getting damaged.

Vendor Construction Vendors must provide a certified grounding solution for each one of the configurations required by the NaaS operator, considering the differences in the grounding system design. Different grounding system design is needed for solutions where all the equipment is mounted to the tower versus solutions where outdoor cabinets or shelters are used.

3.5.1 Grounding in Tower Sites

The section contains the main aspects to be considered for Tower sites grounding.

  • Tower Site Ground ring
    Tower site ground rings are used to protect equipment in cell towers and site cabinets against lightning strikes. Through the grounding system, strikes energy will be safely shunted into the earth so that it does not harm site equipment.
    • Tower sites should have a grounding system resistance of 5 ohms or less.
    • The tower ground ring will usually encircle the tower and equipment cabinets that is trying to protect. Typical configuration will consist of a grounding ring for the tower and a ground ring for the cabinet or shelter.
    • The tower ground ring shall be connected to tower legs, to the equipment cabinet/shelter ground bar and to the exterior hatch-plate ground bars (antennas and other equipment installed at the tower will be connected to exterior hatch-plate ground bars)
    • The depth of the grounding ring must be at least 0.7 m under the concrete base.
    • Ground ring should be constructed using #2 AWG (American Wire Gauge) or thicker wire.
    • In addition to the tower ground ring, at least two grounding rods of 2.4m minimum length and 16 mm diameter will be used. Ground rods will be drive to a depth of no less than 3m below the depth of the ground ring and attached to the ground ring using an exothermic weld. Ground rods should be made from copper, copper clad steel, stainless steel or galvanized steel. The ground rods should be located at opposite ends of the ground ring.
    • Shelter or cabinet ring bonded to tower ring by at least 2 bonds using the same size conductor and buried to the same depth as the tower and equipment building/cabinet ground ring.
    • The tower support piers (concrete footings) should have the rebar electrically connected to the tower holding bolts.

Figure 18. Tower Site Ground and Lightning Protection System

Figure 19. Illustration of monopole tower grounding example

Variations to the grounding layout scenario described above are possible when all the equipment is installed at the tower or when space constraints do not allow for a ring that encircles the entire structure. In this case:

  • Antennas, cable trays in the tower need to be bonded to grounding kits and then to the ground conductor.
  • Use at least 2 ground rods or alternatively more than 35 feet (10 meters) of # 2 AWG copper wire in contact with soil.

Figure 20. Pole Ground System

The measurement of earth resistance is made by the potential fall method. The resistance area of the earth electrode is the area of the soil around which a voltage gradient is measured with a commercial instrument. In the figure shown below E is the earth electrode under rest, and A is an auxiliary earth electrode positioned so that two resistance areas do not overlap. B is the second auxiliary electrode which is placed between E and A.

Figure 21. Measuring Earth resistance

An alternating current of steady state value passes through the earth path from E to A and the voltage drop between E and B is measured:

The electrode B is moved from position B1and B2respectively so that the resistance area do not overlap. If the resistance values determined are of approximately the same in all three cases, the mean of the three readings can be taken as the earth resistance of the earth electrode.

The auxiliary earth electrode A must be driven in at a point further away from E and the above test repeated until the group of three readings obtained are in good agreement.

3.5.2 Grounding in Rooftop Sites

Rooftop sites, and sites where equipment is located inside a host building, require unique site by site grounding and lightning protection design considerations.

The grounding design will be adapted according to the following items:

  • Host building design and construction
  • Whether there is an existing lightning protection system
  • The condition of any existing lightning protection system
  • Placement of antennas and their connection to any lightning protection system
  • The need for additional lightning protection devices and their connection to ground
  • Visual impact concerns (architectural blending possibilities)
  • Local code/building owner permission

The grounding system of the Site consists of the interior ground system (when there exists an equipment room) and the outdoor grounding system.

  • Interior ground ring: When applicable, equipment rooms should have an interior ground ring consisting of a # 2 AWG conductor mounted to the interior wall within 0.3m of the ceiling. All indoor equipment including rack and cabinets, indoor cables and cable trays, battery packs, air conditioning units, will be bounded to the interior ground ring.
  • Outdoor elements: Antennas, Equipment cabinets and racks, RRU power feeder cables (power specific or hybrid power/fiber cables), outdoor cable trays (if any) will be bonded to the outdoor ground system.
  • Interior ground ring and outdoor elements will be bonded to the outdoor ground system with #2 AWG conductor, routed as straight as practical using exothermic connections.
  • In the transit areas of the roofs, ground conductors will be installed in protected cable trays.
  • Outdoor ground system will get connected to down conductors through the building walls to connect either to a buried ground ring around the building (preferred), or two or more rods.
  • Down conductors will be separated from building walls at a maximum distance of 80 cm and duly stapled by means of insulated supports
  • Down conductors will be protected with PVC conducts in the areas accessible for people. If these are exterior walkable areas, the PVC conducts will be externally covered by a galvanized metal tube up to a 3m height.

Figure 22. Illustrative view of roof mounted grounding installations

3.5.3 Grounding construction components

Table 11 shows construction elements used for grounding systems:

Table 11. Grounding Construction components.

4 Vendor Evaluation and Selection

This section offers the NaaS operator a methodology and approach to select Vendors to provide Site Construction site solutions and construction services.

The selection of the appropriate Vendors for Site construction projects requires conducting a RFI/RFP (request for information and proposal) process which analyzes the contractor ability to fulfill the end-to-end tasks and also obtains pricing information to fulfill the required Construction Solutions and Services.

Please note that the Site Construction RFI/RFP process benefits from the framework setup established in the generic RFx Process Module. It is recommended to go through the RFx process module if further details are required regarding the process. The RFx Process Module provides a general overview of the end-to-end RFx process including the description of the activities which take place for RFx development:

Figure 23. RFx process

RFx are issued to obtain Information, Proposals or Quotes from the market. RFx processes play an important role in the NaaS Operator organizations, who require the procurement of products and services from external vendors. In order to obtain truly valuable and effective information from these processes, the documents generated during the RFx development must include all the relevant information that Respondents will require to provide accurate responses to the NaaS Operator request, avoid misunderstandings and prevent implementation issues.

The RFx document must clearly identify the RFx objective (obtain information, proposal and/or quotes), the scope of the technical project, the instructions to respond and applicable terms and conditions.

The Site Construction RFI/RFP document Template provided as an addendum to this document goes through the areas in the RFx structure described above.

The RFI/RFP document Template includes a set of Site Construction solutions as part of the requirements to the Bidders in the Scope. The NaaS Operator can adapt the Scope to the Site Configurations which best suites their specific type of deployment.

In the case of the Site Construction process, the following figure illustrates specific considerations to be applied to the generic RFI/RFP structure:

Figure 24. Site Construction RFI/RFP Document areas

Before starting the RFI/RFP process, it is necessary to select the companies which will be receiving the documentation. The following sections provide instruction to select, invite and prequalify potential Bidders for the process.

4.1 Site Construction RFI Target Market

The first step is to identify potential contractors to which the Site Construction RFx should be addressed, with an eventual invitation to bid.

The NaaS should invite contractors with previous and successful experience with the company and their competitors. In absence of previous references, options may include web research as well as requesting a list of Site Construction potential partners to local partners and authorities, local Chambers of Commerce and professional associations.

The potential Respondents shall be sent an invitation letter, an abstract of the project scope and relevant RFx dates, and a prequalification form.

4.1.1 Invitation to tender

The NaaS Operator shall submit an invitation to tender to the identified companies to inform about:

  • The Name of the RFx Process
  • An abstract on the Scope of Work
  • The RFx process relevant dates
  • A request for an acknowledgment and intention to respond

The objective of the formal invitation is to inform Bidders of commencement of the RFx process.

4.1.2 Pre-qualification form

Potential Respondents shall receive, together with their invitation to bid, a prequalification form.

This form provides key questions which the NaaS Operator will use to determine the suitability of the potential respondent to address the project scope. This qualification form includes questions in the areas of Finance, Quality Management, CSR&EHS (Corporate Social Responsibility & Environment, Health and Safety) and Site Construction implementation experience. The template will assign points based on those responses and will provide an overall score that can be used to rank the candidate vendors.

NaaS Operator can use the Site Construction pre-qualification template for this purpose. This document allows identifying the main capabilities of the vendors, and discards those without the technical or financial capabilities to fulfill the project requirements.

4.2 RFx Document

Having selected the candidate vendors through the pre-qualification process, the vendors shall enter an RFx process which is described in detail in the RFx Process module.

The RFx document identifies the RFx objective (obtain information, proposal and/or quotes), the scope of the technical project, the instructions to respond and applicable terms and conditions.

The Site Construction RFI/RFP Template provided as part of the PlayBook covers the areas in the RFx structure described above. This document must be adapted by the NaaS Operator to the site construction specifics of the project.

4.3 RFx Evaluation Process

The Site Construction RFI/RFP Template provides additional information on the inputs required to perform a response evaluation. Further details and general procedures on evaluation criteria are included in the RFx Management Module.

The evaluation process must be based on fair competition, with mandatory and optional requirements being clearly identified and properly notified to the bidders. The scoring model must be closed before the commencement of the analysis and, if by any reason it must be modified during the RFQ process, bidders must be notified and given the opportunity to amend their proposals.

The evaluation process as well is further developed in the RFx Process module and is considered out of the scope of this document.

5 Vendor Management

Once Site Construction Vendors have been selected using the RFI/RFP process described in the previous section and the contract for Services has been agreed and signed with them, NaaS Operator will be ready to start with the execution of the contract. The execution of the contract with selected Site Construction Vendors will require the NaaS Operator to execute activities to manage the selected Vendors and their performance.

Site Construction Vendors management will start with the on-boarding of selected contractors, and will include activities to produce the project plan, track the performance of their activities and finally accept the construction of each Site. These Vendor management activities are described in the following sections.

5.1 Vendor On-Boarding: Kick-Off Meeting

Vendor On-Boarding will commence with the Kick-Off meeting, which will be triggered by the conclusion of the contracting process.

  • The input to the process will be the list of Construction Vendors with finalized Contract Agreements.

Therefore, the Kick-off meeting will be held with Vendor representatives responsible for the Site Construction process. It will be a NaaS Operator decision if maintaining individual meetings with each Site Construction Vendor or a collective meeting with all of them.

It could be the case that a Kick-off meeting is held with all selected Construction Vendors or only with those who will start implementing Site Construction activities at the beginning of the Project. This will depend on the Project Plan developed by the NaaS Operator.

  • Main objectives of the kick-off meeting:
    • Explain the overall objective of the Project to Construction Vendor representatives.
    • Review the Scope of Work which has been agreed with the Site Construction Vendors through the RFI/RFP process and finally expressed in the agreed contract, including:
      • Scope of Site Solutions that will be implemented: set of construction components associated with each Site Solution.
      • Scope of Site Construction Services included in the contract. Construction Services may include several or all of the following:
      • Site Construction Project Management
      • Technical Site Surveys and related document generation
      • Engineering Analysis and related document generation
      • Greenfield Site Construction
      • Existing Site adaptation
      • Site construction acceptance
  • Describe the NaaS organization for Site Construction Management, introducing the main stakeholders who will be managing the relationship with the Site Construction Vendors.
  • Explain the Project Plan, including Number of Sites to be deployed divided by Geographical Areas.
  • Describe the Governance Process and Methodology: Explain how reporting is going to be performed, the type and periodicity of the reporting, the meetings which will be celebrated, the type of information which will be reviewed and the periodicity of the meetings.
  • Documentation: Explain details about which Documentation the Site Construction Vendor will be generating (Technical Site Survey Report, Site Engineering Document, As-Built) and the methods to share the documentation.

5.2 Vendor Management: Lead Times and Project Plan

NaaS Operator will share the objective Project Plan with the Site Construction Vendors. The Project Plan will show the number, the distribution in phases and the geographical distribution of the Sites to be built.

The Project Plan will establish the Baseline of the Project. All Rollout Progress Reports will compare the current situation versus the established Project Plan.

The Project Plan will be based in the application of agreed Lead Times. Lead Times will show information about the elapsed time for each (or main) construction activities. Lead Times will have already been agreed with Construction Partners in the contracting phase, to determine their capability to respond to the Plan.

Developing the NaaS Operator Construction Project Plan will consider a set of Lead Times for each construction activity. These activity durations will be adapted by the NaaS Operator depending on the specifics of the Project Scope and based on the agreements reached with the Construction Partners.

The duration of the activities could vary significantly depending on the selected type of towers or primary structures and the required needs for associated construction works. Table 12 provides an activity breakdown and reference activity durations for the Site Construction. NaaS Operators can use the Gantt diagram for Site Construction template to prepare its customized Project Plan:

Task Name

Duration (days)

Site Survey and A&E Analysis

18

Technical Site Survey (preparation and generation of report)

4

Engineering and Structural Evaluation

14

Construction

35

Soil excavation and ground cleaning

2

Stoke and leveling

1

Excavations for base and tower

2

Steel assembling and leveling

3.5

Dice shoring

2

Bending concrete basis for equipment

2

Concrete casting

1

Base filings and compacting

2

Main Power Installation

3

Main Power connection

2

Tower erection

4

Rebuff enclosure bases assembling

2

Perimeter Fence/wall installation

3

Access door assembling

0.5

Preparation of electrical and ground canalization

2

Electrical and grounding registers installation

2

Application of Gravel

1

Table 12. Construction Tasks Estimated Duration.

5.3 Vendor Management: Reporting and Milestone Tracking

Site Construction Reporting will be oriented to show the current Construction progress (current status) versus the Baseline Timeline (Project Plan). Reporting will allow the NaaS Operator to understand the differences in the Timeline, report accomplishment of Process Milestones and description of Risk items which are impacting the Project timeline.

NaaS Operator will define the Governance methodology for Vendor Management. The specific Project will determine the required adjustments to be implemented to adjust the periodicity and content of the reports. The following are the suggested guidelines for Site Construction Vendors Management:

Item

Description

Project Tracking File

The Project Tracking file is a master Excel file containing the details required for reports development. It includes main milestones and related accomplished dates and it will require Construction Vendors to access and update accordingly.

This module includes a Site Construction Milestones tracking template, which can be used by the NaaS Operator as the file to track main milestones of Vendor construction activities.

This Project Tracking file could be replaced by a Project Management software solution which could be enhanced with an Inventory Solution.

Monthly Report

Excel and PowerPoint files with the number and critical route of the project status and big milestones

Weekly or Daily Report

Excel File with comparison between Baseline, forecast and actuals date and accomplishment of the project milestones. Identification and description of risks impacting the timeline.

Main Milestones that will be tracked in the above mentioned Progress Reports include the following ones:

Milestone

Description

Technical Site Survey Report Ready

After the Technical Site Survey has been completed, Vendor will be responsible for delivering the Technical Site Survey Report.

Please refer to Section Technical Site Survey and Technical Site Survey template (template A) for information to be included in this Report.

Site Engineering Document Ready

Once Structural Analysis of the Site solution has been performed (if/when required), Vendor will prepare the Site Engineering Document with the level of detail agreed with the NaaS Operator. Site Engineering Document will be validated by NaaS Operator as the official document of the Site solution to be built.

Please refer to Section Architecture and Engineering Analysis for information to be included in this Document.

Site Construction Work Order Ready (or Ready For Construction)

Site Construction Work Order will be released by NaaS Operator to authorize the initiation of Site Construction (or Ready For Construction Milestone)

CW Completed (Civil Works completed)

This Milestone will indicate the finalization of Construction Works.

If project specifics make it necessary, the CW completed Milestone could be divided into:

● Civil Works Ready: indicating that Site preparation and foundations have been completed.

● Mechanical Works Ready: indicating that tower and equipment shelter have been erected, as well as antenna mounts and cable construction components.

● Electrical Works Ready: indicating electrical and ground canalization has been prepared and electrical and grounding works have been completed.

Site Construction Acceptance

Once Construction is finished, Site Construction Vendor will notify the NaaS Operator that the Site is Ready for Civil Engineering Acceptance. NaaS Operator will then execute an Acceptance of the Civil Works and issue the Site Construction Acceptance if any items need to be repaired.

To perform the Site Construction Acceptance, NaaS Operator (or designated 3rd party company) will utilize the Site Construction Acceptance Checklist template.

In the Site Construction Acceptance Form, NaaS Operator will determine all the construction items that need to be fixed (punchlist) by Site Construction Vendor before issuing Site Construction Acceptance.

Ready For Installation

Once the Site Construction Vendor has fixed all the items in the Punchlist, it will notify the NaaS Operator that the construction activities have been finalized and the Site is ready for Equipment Installation.

5.4 Vendor Management: Site Construction Acceptance

Site Construction Vendors will notify NaaS Operator that Site Construction has been completed and is Ready for Site Acceptance. NaaS Operator representatives will then conduct a Site Condition assessment utilizing a Site Construction Acceptance Checklist.

NaaS Operator representatives will use this Checklist to indicate the punch items that need to be fixed by the Site Construction Vendor, including all the necessary descriptive comments and photographs of the structures to highlight such items.

NaaS Operator can utilize the Site Construction Acceptance Checklist template provided as part of the Runbook, which is based in the information contained in the ANSI-TIA/EIA-222 standard (Structural Standard for Antenna Supporting Structures and Antennas).

Vendors will also be responsible for providing all required documentation needed during the Site Construction process.

All documentation will be made available to the NaaS Operator in the designated document repository and inventory systems as required.

Site Construction documentation will include among other documents the Technical Site Survey report, Site Engineering document, Site As-built document and the Site Construction Acceptance checklist.

Network Inventory system will allow the NaaS operator to capture in a shared and centralized platform all the details of the physical site infrastructure resulting from the site construction activities.