Well, after talking to the guy in San Diego, and then contacting my dealer to see about canceling the order, they magically managed to light a fire under somebody at Ford and get me a build date.
Scheduled to build December 1, with delivery right around the end of the month. Since the SD car was going to cost me about $1500 more (price increase + shipping), I'm staying with my original order. Worst case, I take delivery in January and lose half of the tax credit, making it a wash.