GUARDIAN — Intelligent Portable AFAD for US Work Zones

★MVP Readiness

Phase 1	MVP - Revenue in Field	Q3 2026 -> Q2 2027
Phase 2	Intelligence Layer (Moat)	Q2 -> Q4 2027
Phase 3	Platform Scale (Data)	2028+

⚠Critical Path

US Entity (Delaware LLC) - Week 1-2
Product Liability Insurance - Week 2-4
ITE VTCSH Testing - 30-60 days
MASH Cat 4 Analysis - 60-90 days
EC25-AF Module Swap (Joel) - Pre-June China
TASTrack US Build (Sam) - 60-90 days
ATSSA Full Member + Convention Booking
First Pilot (MN or UT) - Q4 2026

⚔US Competitive Snapshot

Competitor	Weight	Tech	Model	Weakness
Ver-Mac Flagger-Mac	390-455 kg	Medium	Purchase/Rent	Heavy trailer; no AI
Wanco WAFD	397 kg	Low	Purchase/Rent	Mechanical winch; no data
Horizon/TAPCO	197 kg	Medium	Purchase/Rent	Heavy cart; no WZDx
Bird Dog AFAD	~180 kg	Medium	Rental	No IoT platform
GUARDIAN MVP	<20 kg	High	Subscr.	Structural advantage

⚒Identity

GUARDIAN is the US commercial identity for TAS's intelligent portable AFAD. Same hardware as MINIBOOM, rebuilt for US regulatory, positioning, and data infrastructure.

Tagline: "One GUARDIAN. One less worker in the line of fire."

Mission: "We believe no American construction worker should stand in live traffic to keep traffic moving."

📈Key Numbers

Weight

<20 kg

Setup

<10 m

Signal

200mm ITE

Radar

77GHz

10x lighter than lightest US competitor. 3.2m telescoping arm. MUTCD 6E compliant. Native 4G + WZDx.

AU -> US Changes

Element	AU (MINIBOOM)	US (GUARDIAN)	Action
Signal head	AS 2144	ITE VTCSH LED	Testing $15-30K, 30-60 days
Cellular	EC25-AU	EC25-AF (AT&T/T-Mo/VZW)	Module swap; confirm Joel
Crashworthiness	IP45/55	MASH 2016 Cat 4	Sim $20-40K, 60-90 days
Identity	TZ30 / MINIBOOM	GUARDIAN / Safe System	Brand rebuild - done
Data platform	TASTrack AU	TASTrack US + WZDx	Sam builds, 60-90 days

▦Physical

Total weight	<20 kg (combined)
No single component	>10 kg
Boom arm	3.2m extended, 3-stage telescoping
Stability legs	Adjustable wind-out, pivoting foot
Carry case	Aluminium, wheeled, pickup-bed fit
IP rating	IP65 die-cast ADC12
Wind rating	100 km/h deployed
Setup	<10 min, single operator, no tools

💡Signal Head

Size	200mm (8") ITE VTCSH
Aspects	3-aspect Red/Amber/Green LED
Compliance	ITE VTCSH + NEMA TS-5
Visibility	Retroreflective board + hoods
Configuration	R/Y lens AFAD per MUTCD 6E

⚡Power

Battery	LiFePO4, 12-15Ah, 12V DC
Solar	80-120W in case lid / deployable
Runtime	Indefinite (solar); 3+ days standalone
Thermal	NE winter requires battery thermal mgmt

💻Intelligence

Processor	STM32H7 + Linux SoM edge compute
Cellular	Quectel EC25-AF, 4G LTE, Hologram MVNO
GPS	Standard, 3m, 30s updates
Radar	77GHz mmWave (TI IWR1443)
Camera	2MP IR passive in MVP
Fallback	4G primary, BLE remote, LoRa

💻TASTrack US MVP

GPS tracking + 30-second updates
Pre-start compliance (operator ID + photo + GPS)
Job logging per deployment
Automated compliance PDF export
Subscriber fleet dashboard
Ed25519 digital signature on every payload
Automated WZDx Work Zone Feed at pre-start

⚠Failsafe Logic

Unit Pairing: Ed25519-signed handshake.

Comm Loss: Heartbeat >5s -> both default to Red.

Radar Interlock: Intrusion on Red -> 110dB siren + logged event.

Active Clearance: Yellow extends until zone confirmed empty.

🌐WZDx Integration

Work Zone Feed (MVP):

Native GeoJSON v4.2+ via HTTPS REST
Auto-generated at pre-start
Required: device_type, signal_state, gate_status, milepost
Registered with FHWA before ATSSA

Device Feed (Phase 2):

Live 30-second updates per unit
Discoverable by 25 WZDx-active states
Unlocks DOT direct sub contracts

✓MVP Non-Negotiables

Feature	Why	Status
ITE VTCSH certification	Required for any state DOT APL	Testing
MUTCD 6E compliance docs	Required before federal-aid project	2-4 wks PE
MASH 2016 Cat 4 analysis	Required for federal safety spec	Sim
EC25-AF + Hologram SIM	US cellular (AT&T/T-Mo/VZW)	Joel
TASTrack US (GPS + pre-start)	Minimum subscription value	Sam
WZDx Work Zone Feed	DOT credibility; free FHWA reg	Sam
Product liability insurance	Required before US road deploy	Critical
US entity (Delaware)	Contract + insurance need	Week 1
Subscription billing (Stripe)	USD weekly/monthly	2-4 wks

Explicitly Excluded (Phase 2+)

Feature	Phase	Rationale
WZDx Device Feed (continuous)	Phase 2	Work Zone Feed is MVP unlock
ANPR (camera LPR)	Phase 2	Camera installed; legal review
DOT compliance dashboard	Phase 2	Subscriber dashboard is MVP
Data licensing (AV/nav apps)	Phase 3	Needs 1,000+ density
Wearables mesh	Phase 3	US-specific SKU
SOC 2 Type II	Pre-Phase 2	Required for govt direct sub
US final assembly	Phase 2	Trigger at 500+/yr

💰US Subscription (Private)

Tier	Fleet	$/wk	Annual/Unit
Starter	1-24	$150	$7,800
Professional	75-149	$125	$6,500
Strategic	500+	$100	$5,200

Published: $150/wk. Others private. Founding partners get Strategic pre-ATSSA.

📈Recharge Model

TM deploys at $100/day, 4 days/week, on $125/wk Professional sub:

Weekly rev

$400

Weekly cost

$125

Weekly profit

$275

Annual profit/unit: $14,300 USD

At 50-unit fleet: $715K/year net profit.

🏆Phase 1 - MVP (Q3 2026 - Q2 2027)

Goal: First 150-500 US units, first $1M+ USD ARR, WZDx live in FHWA registry.

What's Live:

GUARDIAN hardware (MINIBOOM + EC25-AF + ITE)
TASTrack US - operator app, fleet dashboard
WZDx Work Zone Feed auto-generated
Subscription billing USD weekly/monthly
MUTCD 6E package for MN/UT/VA/TX
ATSSA member; 2027 Convention

Phase 2 Unlocks:

WZDx Device Feed (live)
ANPR activation
DOT compliance portal
SOC 2 Type II
US final assembly

🚀Phase 2 - Moat (Q2-Q4 2027)

Goal: 500-2,000 units, WZDx Device Feed, SOC 2, first DOT direct sub.

WZDx Device Feed - 30s updates, all 25 active states
ANPR activation (software unlock)
TASTrack DOT portal - real-time state view
SOC 2 Type II for govt contracts
US final assembly (TX or NC) for Buy America

🌟Phase 3 - Platform (2028+)

Goal: 5,000+ units, data licensing, national compliance.

Data licensing - HERE, Waze, Aurora, TomTom, INRIX
AV partnerships - live feed to nav stacks
GUARDIAN Safety Fund - LIUNA LECET
TASTrack as independent entity
International (CA, UK, EU)

🌐US Mission

"We believe no American construction worker should stand in live traffic to keep traffic moving. GUARDIAN puts the gate between the worker and the vehicle."

Tagline: "One GUARDIAN. One less worker in the line of fire."

🚨The Fatality Anchor

850

Work Zone Fatalities 2024

The opening of every pitch, every DOT briefing. LIUNA April 2026: highway deaths up 27% YoY.

Regulatory Translation (AU -> US)

AU Foundation	US Equivalent
Towards Zero 30	FHWA Safe System Approach / Zero Deaths
AS 2144	ITE VTCSH + MUTCD 11th Ed
State mandate (QLD/NSW)	CA AB 759; WZ Safety & Mobility Rule
TMAA channel	ATSSA channel
TASTrack -> road authorities	TASTrack WZDx -> FHWA + 25 state DOTs
Social Impact Fund	GUARDIAN Safety Fund -> LIUNA LECET

📦Supply Chain

Source

China (Jack/Fiona)

Shining/Ankuai + Trafficon

IP Hub

TAS Hong Kong

IP holding and transfer pricing

US Fulfillment

Texas or North Carolina

Final assembly for BABA

Service

Hybrid Model

United Rentals / Sunbelt + dealers

📈Data Monetisation

Tier	Customer	Product
T1	DOTs	Real-time WZDx feed
T2	Insurers	Risk-scoring, lower premiums
T3	AVs	Live signal-state
T4	Consultants	Historical traffic data

🏛ATSSA - Mandatory First Move

150+ Capitol Hill meetings, Secretary Duffy access, state advocacy. May 2026: 850 deaths statement is the media cycle opener.

Apply Full Member (Manufacturer/Supplier) - atssa.com
2027 Convention (Feb 5-9, Long Beach): Platinum
Work Zone Safety Committee: Submit GUARDIAN data

⚒LIUNA - Political Unlock

LIUNA April 2026: highway work zone deaths up 27%. GUARDIAN is the product.

Contact: lecet.org

Approach: Pre-start training + curriculum + Safety Fund.

Value: LIUNA endorsement converts "automation displaces workers" into "LIUNA-endorsed safety tech."

🏆T1 Contractors - Mandate Cascade

Get GUARDIAN into two T1 standard safety plans; every TM sub must use it.

Contractor	Contact	Approach
Kiewit	Director of Safety	Private briefing + demo + pilot
Walsh Group	VP Safety Services	Same
Granite Construction	Director EHS	Same
Skanska USA Civil	SVP Safety	Same
Lane Construction	VP Safety	Same

Rule: Private briefings only. NDA before specs. Never announce before safety plan inclusion.

💵Subscription (Weekly)

Tier	Fleet	USD/wk
Starter	1-24	$150
Professional	75-149	$125
Strategic	500+	$100

📈Subscriber Profit

Charge-out: $100/day
Weekly revenue (4-day): $400
Sub cost: $125
Weekly Profit: $275/unit

⚔US AFAD Competitor Matrix

Spec	Ver-Mac	Wanco	Horizon	Bird Dog	GUARDIAN
Weight	390-455 kg	397 kg	197 kg	~180 kg	<20 kg
Signal	12" LED	12" LED	12" LED	12" LED	8" ITE LED
Radar/speed	None	None	None	GPS only	77GHz mmWave
IoT/connectivity	Optional	None	None	LAN	Native 4G LTE
WZDx output	Optional	None	None	None	Native Day 1
Software	Basic V-Touch	Local	Push-button	Waze only	TASTrack US
Setup	2 ppl, 10-15m	2 ppl, 10-15m	1-2 ppl, 5m	1 person	1 person, <10m
Price	$35K-50K	$25K-35K	$12K-18K	$15K-22K	Sub only
Rental/wk	$500-1500	$400-800	$250-450	$300-500	$110-150
Subscription	None	None	None	None	Yes

🇺🇸US Market Leaders

Rekor Systems (NASDAQ: REKR)

AI roadway intelligence. NVIDIA Jetson. Q3 2025 rev ~$14M. Georgia DOT up to $100M.

Iteris (NASDAQ: ITI)

Smart intersection + mobility. FY2025 ~$145M. One-third of US signalised intersections.

Applied Information / Glance

C-V2X smart city. 1,300+ agencies. First certified installer Nov 2025.

🌍Europe & UK

SWARCO Group

Austrian. 10.9% global share. Acquired Dynniq 2021. AI traffic acq July 2025.

Kapsch TrafficCom

Vienna-listed. FY25-26 ~EUR 420M. EcoTrafiX. TomTom integration.

Ramudden / HRS

Europe's largest TM group. 5,000+ staff, 12 countries. Acquired by I Squared H1 2026.

Stack Fingerprints & Moat

Company	Cloud/ML	Hardware	Moat
Rekor	NVIDIA Metropolis, Jetson	Edge Max/Pro/Flex	Data + statewide
Iteris	ClearMobility SaaS	Vantage sensors	1/3 US intersections
SWARCO	Deep learning, digital twin	Own signals	Flexicontrol mobile
Kapsch	TomTom, RFID + V2X	Own OBU	V2X tolling
HRS/Ramudden	LoRaWAN/cellular	IoT cones, barriers	5,000+ operatives

🔎TTM Innovation Monitoring

Competitor	Focus	Latest Signal	Impact
Arrowes	Automation	ASIST / eSERIES	Data-ready fit-outs
Traffic Technologies	Smart City/IoT	TST Platform	Solar LED for tunnels
TranEx	Portable Traffic	Barrowlight V2	Scaling light dist.
CDMI Australia	Active Safety	IGS Bollard	Solar bollard
Highway Care	Auto Deployment	Automated Cone Trucks	Removing personnel

Cadence: Google Patents q3mo. State APLs monthly. Visualping.

⭐WS-1: Subscription Fleet Telemetry

What: SaaS on portable barrier hardware: real-time location, pre-start logs, battery, utilisation.

Why empty: Altus/HRS treat boom gates as dumb nodes. Rekor/SWARCO operate at fixed infrastructure.

Effort: 12-month build, 2-person team.

Confidence: HIGH

⭐WS-2: Worker Safety Wearables

What: Smartwatch vibrating when boom shifts safe->active, paired to specific TASTrack unit.

Why empty: HRS does incursion via mesh. No vendor ties personal wearable to specific barrier state.

Effort: BLE/webhook = 6 months.

Confidence: MEDIUM

⭐WS-3: V2C Adaptive Control

What: TASTrack captures speed + approach, feeds edge controller, adjusts barrier state in real time.

Why empty: No vendor deploys edge-AI adaptive on portable temp traffic management.

Effort: High for full edge-AI. Medium for rule-based. STM32H7 confirmed capable.

Confidence: MED-HIGH

No global competitor has shipped portable-asset subscription telemetry + pre-start compliance.

TASTrack has a 12-24 month head start.

🌏Federal: No Approval Required

MUTCD 11th effective Jan 18, 2024. All states adopt by Jan 18, 2026. Red/Yellow AFAD explicitly in Section 6E.

GUARDIAN needs no federal approval - only documented compliance.

Required documentation (prepare once, use everywhere):

MUTCD 6E conformance (US PE-licensed traffic engineer)
ITE VTCSH test report (NRTL lab: Intertek ETL)
MASH 2016 Cat 4 crashworthiness analysis
Operational manual (training, site selection)
WZDx feed URL + FHWA registration

🔴MUTCD 11th Ed Section 6E

AFADs approved in all 50 states
Red/Yellow lens type defined
Gate arm mandatory for R/Y types
8-foot minimum length (6L.04.04)
7-foot mounting height (6L.04.05)
4" R/W retroreflective sheeting
Breakaway for MASH

📜Additional Federal

WZDx (Work Zone Data Exchange)

Mandatory for federal-aid. GeoJSON v4.2+. Register with FHWA.

BABA (Build America, Buy America)

>55% US component + final assembly for federal funding. Phase 2 trigger.

California AB 759

Mandates positive protection incl. AFADs on state road projects.

🏙State Approved-Products List Sequence

Pri	State	Process	Timeline	Reciprocity
1	MN (MnDOT)	Qualified Products List	60-90 days	IA, WI, ND
1	UT (UDOT)	Materials Acceptance	45-75 days	ID, NV, CO
2	VA (VDOT)	Innovation fast-track	90-120 days	National spillover
2	TX (TxDOT)	Materials & Pavements	90-120 days	Largest US AFAD market
3	CA (Caltrans)	APL Category 83	120-180 days	AB 759 = demand

Submit same package to all. Prepare once, use everywhere.

✓Engineering Checklist

AU	US MVP Swap	Reason
200mm AS 2144 Head	200mm ITE VTCSH Head	Optical Intensity
4G LTE (AU)	4G LTE EC25-AF	US Carrier Bands
Short Arm	8ft Telescoping Arm	MUTCD 6L.04.04
Standard Mount	7ft High Mount	MUTCD 6L.04.05
Towards Zero	GUARDIAN / Safe System	US Regulatory

Full AU -> US Spec Comparison

Element	AU	US	Action
Signal head	AS 2144	ITE VTCSH LED	Testing $15-30K
Cellular	EC25-AU	EC25-AF	Module swap (Joel)
Crash	IP45/55	MASH 2016 Cat 4	Sim $20-40K
Identity	TZ30 / MINIBOOM	GUARDIAN	Brand done
Data	TASTrack AU	TASTrack US + WZDx	Sam 60-90 days

Everything else identical. Certification + branding, not redesign.

🎯Q3 2026: Foundation

Week 1-2

US Entity + Provisional Patent

Delaware LLC + US IP attorney. ~$7-15K

Week 2-4

Insurance + Testing

Travelers/Liberty + ITE + MASH sim. ~$95-170K

Pre-July

EC25-AF + ATSSA

Joel confirms. ATSSA Full Member. ~$2-5K

60-90 days

TASTrack US + WZDx

Sam builds operator app, dashboard, feed. ~$80-120K

✅Q4 2026: Validation

Nov-Dec

MASH Analysis Complete

Sim results. MUTCD package finalised.

Nov-Dec

MN/UT Pilots Signed

First US pilots. MnDOT QPL or UDOT filed.

Dec

ITE VTCSH Results

NRTL test report received.

🚀Q1 2027: Launch

January

First US Subscription Revenue

Revenue live. First pilot deployed.

Feb 5-9

ATSSA Convention 2027

Long Beach, CA. Platinum. 150+ committed.

Q1 2027

State APL Submissions

MN, UT approved. VA fast-track. TX filed.

🏆Tier 1 - Founding Partners

Strategic/National tier. Board-level. Pre-ATSSA commitment.

Company	Revenue	Metric	Deal (ARR)
RoadSafe Traffic	$680M	Largest national TM	1,000+ @ $90 = $4.68M
AWP Safety	$469M	17-state coverage	500-1,000 @ $90-100

🚀Tier 2 - Early Scale

Company	Revenue	States	Target
Flagger Force	~$50M	PA + Mid-Atlantic	100-300 units
N-LINE Traffic	~$18.8M	Regional	50-150 units
ECM Energy	~$31.2M	Regional utilities	50-100 units
Bird Dog TC	Private	Multi-state	25-75 units

🌏FHWA

Contact: WZDxSupport@dot.gov; avdx@dot.gov

Approach: Technical intro. Reference 2024 WZ Safety + GUARDIAN native WZDx.

🏛ATSSA

Apply Full Member immediately
2027 Convention (Feb 5-9): Platinum
Work Zone Safety Committee

⚒LIUNA

Contact: lecet.org

Approach: Pre-start training + curriculum + Safety Fund.

Value: Converts "automation displaces workers" into "LIUNA-endorsed."

📌State DOT Priority

State	Contact	Reason
MnDOT	Materials/Traffic	WZDx leader
UDOT	Materials and Pavements	WZDx-active
VDOT	Innovation Office	Fast-track new tech
TxDOT	Construction Division	Largest volume
Caltrans	APL Category 83	AB 759 = demand

💰Full Pricing Matrix

Tier	Fleet	$/wk	Annual
Starter	1-24	$150	$7,800
Growth	25-74	$135	$7,020
Professional	75-149	$125	$6,500
Enterprise	150-299	$115	$5,980
Major	300-499	$110	$5,720
National	500-999	$100	$5,200
Strategic	1,000+	$90	$4,680

Published: $150/wk. Others private. US cost floor: ~$17-22/week. Every tier = margin.

One GUARDIAN.
One less worker
in the line of fire.

850 American workers never made it home last year.

20 kilograms. 77GHz radar. Native 4G. WZDx from day one.

GUARDIAN MVP

What GUARDIAN does differently.

Native WZDx Output

Real-Time Telemetry

Pre-Start Compliance

MUTCD + MASH Ready

Vehicle Detection

Subscription Economics

The American Dream pivot.

Ready to put GUARDIAN on your fleet?

Mission Control

China (Jack/Fiona)

TAS Hong Kong

Texas or North Carolina

Hybrid Model

US Entity + Provisional Patent

Insurance + Testing

EC25-AF + ATSSA

TASTrack US + WZDx

MASH Analysis Complete

MN/UT Pilots Signed

ITE VTCSH Results

First US Subscription Revenue

ATSSA Convention 2027

State APL Submissions

✎ Notes

One GUARDIAN.One less workerin the line of fire.

850 American workers never made it home last year.

20 kilograms. 77GHz radar. Native 4G. WZDx from day one.

GUARDIAN MVP

What GUARDIAN does differently.

Native WZDx Output

Real-Time Telemetry

Pre-Start Compliance

MUTCD + MASH Ready

Vehicle Detection

Subscription Economics

The American Dream pivot.

Ready to put GUARDIAN on your fleet?

Mission Control

China (Jack/Fiona)

TAS Hong Kong

Texas or North Carolina

Hybrid Model

US Entity + Provisional Patent

Insurance + Testing

EC25-AF + ATSSA

TASTrack US + WZDx

MASH Analysis Complete

MN/UT Pilots Signed

ITE VTCSH Results

First US Subscription Revenue

ATSSA Convention 2027

State APL Submissions

✎ Notes

One GUARDIAN.
One less worker
in the line of fire.