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 Ted Montgomery

Summary:
Mr. Montgomery has over 33 years of Coast Guard experience.  He led an integrated logistic support organization to include naval engineering and electronic/computer support units.  He managed multimillion dollar operational, educational, healthcare and retail budgets; initiated and monitored high value procurements and service contracts.  He has overseen the RDT&E major and non major acquisition process in the Coast Guard to ensure adherence to approved policies.  He institutionalized the personnel reorganization process and evaluated job task requirements, user needs, task analysis, and workload assessments to address staffing shortfalls.  He has analyzed resource and logistic needs to sustain operational support of field systems and prioritized facility planning proposals.  Mr. Montgomery has over five years performing strategic and business process planning and project management for the Coast Guard to include development and implementation of a standard operational planning process, a risk based decision making process, and analysis of operational effectiveness of proposed solutions.

Education:
MBA, Baldwin Wallace College, 1983
B. S. Government, U. S. Coast Guard Academy, 1977

Mr. Montgomery has completed Homeland Security Exercise and Evaluation Program (HSEEP) training on developing, facilitating, conducting, and evaluating drills and exercises.  He has also successfully completed the Basic Incident Command System, National Response Framework and National Incident Management System Training Courses.

Current Responsibilities:
MicroSystems Integration, Inc., 2005 - Present

Mr. Montgomery has worked on projects as the project leader or in a support role including:

• Capstone Concept for Coast Guard Operations – Supported development of the Capstone Concept for Coast Guard Operations which describes how the Coast Guard employs its capability, at the service level and across all missions, to address the broad array of current and future challenges.  This translational concept bridges the high-level Coast Guard strategic documents such as Evergreen and Publication 1, with the collection of Coast Guard strategy, plans, and policy.  It provides a framework that will guide the Coast Guard’s operational posture and related mission support elements and frame recapitalization efforts.  It describes the fundamental concept through which the Coast Guard implements operational policy and doctrine.

• Maritime Safety and Security Team (MSST) Force Reorganization Working Group – Facilitated stakeholder workshops to develop several courses of action (COAs) and a Plan of Action and Milestones (POA&M) to execute the potential disestablishment of MSSTs as directed by the MSST Force Reorganization Working Group charter and with supplementary direction from the Leadership Council and Executive Management Council (EMC).  He supported identification of actions to reorganize remaining assets into a force structure that conveys a clear intent of the Coast Guard’s commitment to realign present-day MSST and Advanced Interdiction (AI) capabilities in a regional construct to gain efficiencies in command and control, training sustainment, and overhead costs.  He assisted in preparation of several supporting documents including a final close out report.

• U.S. Coast Guard Modernization Business Case – Project leader for development and drafting of Coast Guard Modernization Business Case that addresses the National Academy of Public Administration (NAPA) recommendation that the Coast Guard develop a clear, quantifiable business case for Modernization, measurement tools, and a process of metrics assessment to track Modernization progress and its effects on mission execution.

• Western Hemisphere Transit Zone Performance Gaps Analysis – Provides maritime, land, air and intelligence requirements and capability development and validation to establish baselines for future operational capabilities and budget requirements for the Drug Interdiction Interagency.

• Mission Performance Plans – Facilitated development and drafting of Coast Guard Mission Performance Plan (MPPs).  The MPPs lay out the mission, vision and strategic goals of Coast Guard missions.  They also identify objectives, mission challenges and performance initiatives.  Mr. Montgomery worked on the Water Ways Management, Drug Interdiction, Migrant Interdiction, and Living Marine Resources/Other Law Enforcement MPPs.

• Standard Operational Planning Process (SOPP) and Global Force Management (GFM) –Mr. Montgomery supported the prototype implementation of the SOPP and GFM developing a comprehensive process guide and Commandant’s Instruction which is being used Coast Guard wide.  Also conducted an assessment of the Coast Guard wide implementation of the SOPP and provided recommendations for further improvement.  The process links strategic intent, operational mission execution, and the federal budget process.  This engagement involved contact with the Headquarters Mission Program representatives, Area Command representatives and District Command representatives.

• Resource Management Implementation Team (RMIT) and Resource Planning and Integration Team (RPAIT) - As the project leader for both the RMIT and RPAIT helped develop recommendations for a “To-Be” notional resource management organization.

Mr. Montgomery has  also supported development of the, Coast Guard Management Blueprint (CGMB) Five-Year Implementation Plan and Risk Based Decision Making (RBDM) Budget Build for FY08 that evaluated mission performance factors and updated the Modeling Simulation Master Plan (MSMP).

Previous Experience:
Commanding Officer, Integrated Support Command, Boston, MA - June 2002 - April 2005
Directly responsible for industrial base and logistic organization comprised of 350 military and civilian personnel in Boston that provided every facet of support to 5,800 people, 37 ships, 145 small boats, 112 facilities from New York City to northern Maine plus 245 housing units in Boston.  Supervised two commanding officers and oversaw all naval engineering and electronic/computer support.

Major Accomplishments:

• Hosted/provided logistical support including an operation center for federal, state and local law enforcement agencies responsible for security during the Democratic National Convention.

• Initiated and executed plans to support a newly established 76 person Maritime Safety and Security Team (MSST). Created offices and boat maintenance facility considered a model for all other security teams.

• Evaluated operational/security requirements, reviewed task analysis and workload assessments to address personnel/resource shortfalls; devised and implemented a logistic plan to sustain operational support to include training, boat maintenance, personnel, medical and financial support for a six month security force for New York City and in support of Iraqi Freedom.

Director of Resources, Atlantic Area, Portsmouth, VA - June 2000 - June 2002
Managed $160M East Coast operational budget and 18 person civilian and military staff.  Coordinated annual personnel reorganizations.  Reviewed new construction proposals, developed strategic plans, and quality performance program.

 Major Accomplishments:

• Reallocated significant financial/personnel resources after 9/11 terrorist attacks.  Personally initiated $2M refurbishment of CGC MORRO BAY (140’ ship).

• As the principal architect, instituted the annual, cost neutral personnel reorganization process now used Coast Guard wide.  First year efforts led to 296 positions being changed to meet organizational needs.

• Served as the Deputy Chair of the Readiness Measurement Task Force.

• Member of the Shore Facility Capital Asset Management (SFCAM) Team.

• Atlantic Area Representative for the HQ Resource Group.
   

Comptroller, Coast Guard Academy, New London, CT - June 1995 - June 2000
Managed 40 person civilian and military staff, $12M budget; R&D Center contracting staff with $14.5M in annual research contracts; $20M, 5 year food service contract; accounting and procurement staff; administrative and financial oversight of Academy Alumni and Foundation funds and a $1.5M trust fund for both the Coast Guard Academy and Leadership Development Center.

Major Accomplishments:

• Directed all financial aspects of establishing the Leadership Development Center to include creating a recurring training budget and procuring equipment and furniture.

• Project officer for accreditation visit by the New England Association of Schools and Colleges.  As leader of the financial assessment team, helped to obtain a full, ten year accreditation.

• Conducted a need assessment, alternative analysis, cost analysis, cost estimate and analyzed the number and type of personnel required based on required tasks to operate a new radar simulated shipboard navigation training system for the Coast Guard Academy Professional Studies program and the Leadership Development Center.

• Initiated $800,000 janitorial contract with National Industries for the Severely Handicapped.  Efforts resulted in Academy receiving 1997 “Top Employer of the Year” in Connecticut and a National Award.

Financial Director Office of Health & Safety, Washington, D.C. - June 1991 - June 1995
Developed and administered a $175M healthcare budget for 160,000 beneficiaries and 31 out-patient clinics. Projected healthcare costs.  Managed a $3.5M office and medical equipment budget and staff.  Directed recovery of $2M in third party claims from insurance companies.

Executive Officer, Search & Rescue Group, Baltimore, MD - June 1989 - June 1991
Managed law enforcement, boating safety, and search & rescue operations.  Supervised 200 people, five boat stations and one small ship with an $800,000 budget.  Oversaw 120 housing leases and maintenance of 13 government owned homes.

Comptroller and Business Manager, Air Station Cape Cod, MA - June 1984 - June 1989
Managed a $4.5M budget for a large aviation facility and maintenance of 600+ houses  Also managed a retail business including payroll and daily operations of a gas station/convenience store, department store, grocery and package store with 100+ employees and $10M in sales.  Initiated reorganization, renovations, resulting in increased sales over $2M and net profit over $400,000.

Public Affairs Officer, Ninth Coast Guard District; Cleveland, OH - June 1981 - June 1984
Managed staff of 7 people who reported Coast Guard related events through out the Great Lakes and prepared a monthly magazine.  Prepared press releases and conducted briefings regarding ground water contamination at Air Station Traverse City, small boat station closings, and the recipient of a Silver Lifesaving Medal.  Served as an “Admiral’s Aide”, attended military ceremonies and assisted in the coordination of three Grand Haven Festivals and two formal “Dining Outs” events.

Military Civil Rights Counselor and Facilitator; Cleveland, OH  - June 1979 - June 1981
Completed a 16 week equal opportunity course at the Defense Equal Opportunity Military Institute at Patrick Air Force Base, Coco Beach, FL.  Conducted civil rights training in the Ninth Coast Guard District.  Resolved alleged discrimination complaints.

Deck Watch Officer, USCGC POLAR SEA, Seattle, WA, - July 1977 - June 1979
Served as an in port Officer of the Day and underway Deck Watch Officer.  Collateral duties included Helicopter Control Officer, Communications Officer, COMSEC Custodian, Marine Science Officer, Morale Officer, and Post Office Manager.  Responsible for planning the ship’s commissioning ceremony.  Helicopter Control Officer during the rescue of 13 Aleutians stuck on an ice floe drifting towards Siberia.  Senior Deck Watch Officer for break out of Arctic Circle.

Updated 3 October 2010