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Profile: Ken Merchant

Ken Merchant was a participant or observer in the following events:

At its operations center in Cheyenne Mountain, Colorado, the North American Aerospace Defense Command (NORAD) practices dealing with hijackings five times per month, on average, during training exercises. A NORAD document produced a month after 9/11 will state that the Cheyenne Mountain Operations Center (CMOC) “routinely conducts the Amazon Arizona series of internal exercises that include hijack scenarios.” Prior to September 11, 2001, the document continues, “CMOC averaged five hijack training events each month.” Further details of these “Amazon Arizona” exercises are unstated in the document. (North American Aerospace Defense Command 10/13/2001) But other sources provide additional information about what they might entail.
Exercises Are 'One of the Busiest Times' in Operations Center - According to a 1989 NORAD document, “Arizona” exercises are a “Cheyenne Mountain Air Force Base internal system training mission.” (North American Aerospace Defense Command 8/25/1989) And in 2004, NORAD will state that its exercises before 9/11 that include hijacking scenarios test “track detection and identification; scramble and interception; hijack procedures; internal and external agency coordination; and operational security and communications security procedures.” (Starr 4/19/2004) According to Stacey Knott, a technician at the CMOC, “One of the busiest times” in the operations center “is during exercises.… We have the battle staff and CAT [Crisis Action Team] in here; generals and admirals are running in and out.” Knott has said that exercises at the CMOC give her “an idea what things would be like if something were to go down,” and so, “[i]f something actually did happen, we’d be ready for it.” (McKenna 1/1996)
Operations Center Is 'Focal Point for Air Defense Operations' - It is unclear over what period up to 9/11 the CMOC averages five hijack training events per month. It appears to be at least going back to 1998: In 2003, Ken Merchant, NORAD’s joint exercise design manager, will tell the 9/11 Commission that his office keeps computer hard drive information about NORAD exercises “roughly” back to that year. Merchant will add that he “did not believe that his office retained other exercise information, such as after-action reviews, for exercises prior to 1998.” (9/11 Commission 11/14/2003 pdf file) According to NORAD’s website, “the Cheyenne Mountain Operations Center provides warning of ballistic missile or air attacks against North America, assists the air sovereignty mission for the United States and Canada, and, if necessary, is the focal point for air defense operations to counter enemy bombers or cruise missiles.” (North American Aerospace Defense Command 11/27/1999) On the morning of 9/11, members of the battle staff at the CMOC will be participating in the exercise Vigilant Guardian (see (6:30 a.m.) September 11, 2001). (Tudor 3/2002; 9/11 Commission 3/1/2004 pdf file)

Jeff Ford.Jeff Ford. [Source: Thomas Doscher / US Air Force]Personnel in NORAD’s operations center in Cheyenne Mountain, Colorado, take part in a major Cold War-style training exercise called Vigilant Guardian, a war game in which the theoretical enemy is Russia. (9/11 Commission 3/1/2004 pdf file; Simpson 8/28/2011; Roeder 9/10/2011) All of NORAD, including its subordinate units (see (6:30 a.m.) September 11, 2001), participates in the exercise. (Northeast Air Defense Sector 8/23/2001; Canadian Broadcasting Corporation 9/8/2011) More than 50 people in the NORAD Battle Management Center in Cheyenne Mountain take part. (Tudor 3/2002; Doscher 9/8/2011) Vigilant Guardian is an annual exercise and is scheduled to last two weeks. (Arkin 2005, pp. 545; Canadian Broadcasting Corporation 9/8/2011) It has been underway for several days. Those in the Cheyenne Mountain Operations Center (CMOC) have been participating in it “for at least three or four days,” according to Lieutenant Colonel Steven Armstrong, NORAD’s chief of plans and forces. (North American Aerospace Defense Command 9/9/2011)
Vigilant Guardian Is a 'Full-Blown Nuclear War' Exercise - Vigilant Guardian is a “transition to wartime operations command post exercise,” according to an information page for its participants. (Northeast Air Defense Sector 8/23/2001) The 1st Air Force’s book about 9/11 will describe it as a “simulated air war.” (Filson 2003, pp. 55) Lieutenant Colonel William Glover, the commander of NORAD’s Air Warning Center, will later recall that it involves NORAD “simulating war.… You know, attacks coming from the outside, Soviet-style bombers coming in, cruise-missile attacks, that type of thing.” (Canadian Broadcasting Corporation 9/8/2011) Ken Merchant, NORAD’s joint exercise design manager, will tell the 9/11 Commission that Vigilant Guardian is a “full-blown nuclear war” exercise, and includes bomber response and intercontinental ballistic missile response. (9/11 Commission 3/4/2004)
Russia Is Imagined Enemy - The theoretical enemy in the exercise is Russia. (Simpson 8/28/2011) According to the 9/11 Commission Report, the exercise “postulated a bomber attack from the former Soviet Union.” (9/11 Commission 7/24/2004, pp. 458) Merchant will explain that “NORAD must use Russia in its exercises at the strategic level since no other country poses a great enough threat to NORAD’s capabilities and responsibilities.” (9/11 Commission 3/4/2004)
Personnel Updated on Exercise during Shift Change - Armstrong will later recall that today starts off “like any other day. We came in thinking it would be a normal day… we did a standard shift changeover in the morning and we were getting right into where we were at in relation to the exercise.” He will describe that in a shift change during the exercise, “We’d say, ‘Okay, here’s what happened during the night shift (or the day shift),’ and we’d give each other an update, and then we’d start planning for whatever was on the agenda for that day.” (North American Aerospace Defense Command 9/9/2011) According to the Denver Post, after commencing his shift, Armstrong “mapped out strategy in a chess game of ever-escalating scenarios, from strained diplomacy to the outbreak of conventional warfare that headed inexorably toward nuclear conflict” with Russia. (Simpson 8/28/2011)
B-1 Bomber Scheduled to Fly out over Pacific Ocean - The “planned big event for the day” in the exercise is “supposed to be a B-1 bomber that was flying out of Fairchild Air Force Base [in Washington State] and going out over the Pacific,” according to Jeff Ford, an Air Force lieutenant colonel who is working in the CMOC. Ford will add that there are “other things going on as part of the exercise, air exercise events, and then some scripted inputs that we were reacting to there in the Air Warning Center, whether it be unknown aircraft that we scramble aircraft for to intercept—or whatever.” (Doscher 9/8/2011)
Exercise Posture Allegedly Helps Response to Attacks - Vigilant Guardian will reportedly end after 9:03 a.m., when the second plane hits the World Trade Center (see (Shortly After 9:03 a.m.) September 11, 2001), and the CMOC personnel participating in it will then become involved in responding to the real-world attacks. (Tudor 3/2002; Toronto Star 11/11/2008) Glover will claim that the CMOC’s response to the terrorist attacks benefits from the position the operations center is in for the exercise. He will say NORAD is “lucky” because “all the directorates such as operations, logistics, security, all those folks were up in the [Cheyenne] Mountain on an exercise posture.” He will add that “these are the same folks that we would bring up in case of contingencies or in time of going to war. So, in reality, I had all the guys up into the NORAD Battle Management Center that I needed to conduct the exercise as well as the contingency operations that happened on 9/11.” (Doscher 9/8/2011)
NORAD Monitoring Russian Exercise - NORAD was created in 1958, during the Cold War, to protect North American airspace against nuclear attacks from the Soviet Union. (Shenon 4/25/2004; Canadian Broadcasting Corporation 8/6/2004; Dick 11/2004) According to the Toronto Star, “Whether it’s a simulation or a real-world event, the role of the [CMOC] is to fuse every critical piece of information NORAD has into a concise and crystalline snapshot.” (Simmie 12/9/2001) As well as the Vigilant Guardian exercise, NORAD is currently in the middle of an operation called Northern Vigilance, with its fighter jets deployed to Alaska and Northern Canada to monitor an exercise being run by the Russian Air Force (see September 9, 2001). (North American Aerospace Defense Command 9/9/2001) The battle staff members in Cheyenne Mountain are positioned to deal with both this operation and the exercise. (9/11 Commission 3/1/2004 pdf file)

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