I found barely a blurb on this site regarding the IBX; perhaps the simple search of 'IBX' was insufficient. As conceived the IBX is not viewed terribly well, understandable given its cost/benefit ratio. But, that could change.
First off, the term 'express' is wholly for marketing purposes, it seems, as who needs an express to get to Jackson Heights, or Bay Ridge; but American transit proposals have a history of 'gerrymandering' terms to boost prospects. Few realize that the phrase 'light' rail was a bait and switch term born in the Americn political milieu of the 80's.
The MTA's PEL prospectus on the IBX is a perfect of example of trying to fit a square peg into a round hole, and as a result adds tremendously to the cost. There is nothing cost effective about using a current grade separated rail corridor if you have to redo, virtually, the entire infrastructure along its path.
Most of the 44 bridge reconstructions identified in the report are due to trying to fit a five track wide 4 track system through a road/rail interface, at best, built for 4 tracks. The fifth track width there is actually a passenger platform, and those are generally a requirement for passenger service, and tend to go at or adjacent to places where roadways intersect the rail corridor. Making room for a platform in the middle of the track alignments, shifts the tracks out of the envelopes for which the infrastructure was tailored.
Let's put a round peg into our round hole. Nothing, FRA policy, freight or passenger operations, costs, or safety, precludes us from using the outer track envelopes for the passenger service. This concept is suberbly suited for this application. The transit demand here is not the same as 'destination' lines which move masses to a concentrated work destination. It is a collector line, like Paris' outer trams, providing access to new neighborhoods, taking them to the nearest 'destination line'. LRV's are quite adequately suited for this purpose.
Seeing that LRV's are a good fit, suits the new design concept. Overhead catenary allows the freight and passenger to run together without barriers that a third rail power source would require. Articulated trams can, fairly, easily be turned at each end, going over or below the freight tracks to the returning passenger track. This also allows two other benefits, having a single cab, where the driver no longer needs to bounce between train ends at each terminus station, and with this concept doors are only needed on one side of the car, increasing both the seated and standing capacity of each car.
This also fits well with two other big hurdles, the two tunnel issues. The East New York tunnel's narrowness was smartly overcome with a track shift of 1/2 foot to suit the FRA's evacuation stipulations, needed by ten foot wide cars, but the LRV's will be no wider than 9'. Nevertheless, a minor track shift can still be had, which both improves the evacuation envelope and helps with the creation of platforms for stations along the tunnel path.
While the PEL put no station at Broadway Junction, and the Atlantic Ave Station was, actually, put south of East New York Ave, this outer running concept opens up a cost effective way to create a better located Atlantic Ave station and a Broadway Junction station, as well.
Interestingly, the MTA decided to not recommend a relocation, or even minor shift, of the pipe line now located in the eastern most tunnel. No cost estimate was even proffered. And, even though the pipeline is reported to be below track level near the far wall, they gave no indication of a prospect for using the tunnel for operating vehicles. However, that they 'caved' on the freight use, to keep its occupancy to just one tunnel, eliminates it as an IBX issue.
But, that action actually improves the IBX situation. While the forth tunnel may not be useable for track use, some portion, if not most of it, could be utilized for platform space, for Queens (north) bound trams, in a scenario using the outer running concept. This is true for both stations, even if putting the Atlantic Ave station closer to, well, Atlantic Ave. There is already a Carnesie (L) Line station at Atlantic Avenue, thus the principal use of an IBX station here is to connect with the LIRR East New York station, and an IBX 'headhouse' near it is the best functional situation. While most of the 270' long platform will be within the old platform space now between the 3rd and 4th track beds, that space ends before Atlantic Ave, thus about 20% of that platform would be inside the now closed off tunnel space.
Of course, if affords the space for the entire 270' Broadway Junction north bound platform. Along the platform lengths, the tunnel walls would be replaced with a beam and post structure, not uncommon in NYC subway stations. The platform widths are supplemented by both the 2.5' (or 3') evacuation corridor width and the tunnel wall width of 2'. Thus, at least 4.5' of a minimum 12.5' wide platform space are present, needing only 8' of the 14' wide fourth tunnel.
The publicly owned space exists to then create the same platforms (and stairwell) spaces on the south bound line for both stations; astride the western tunnel wall, and using the same post and beam insertions to create the train/platform space. The Atlantic Ave south bound platform would go on the north side of Atlantic Ave, using the block owned by NYCT. At Broadway Junction, the East New York tunnel sits just below the A-Line subway tunnel, so a little deeper, and the platform would be easier had by putting it entirely on the north side of the subway tunnel, with its 'headhouse' tied into the current Broadway Junction headhouse.
Lastly, as to the East New York tunnel, the bed of the current freight tunnel was lowered, its full length, many years back, and still today much of the rolling stock requires the higher clearance. The PEL made no mention of this expense, but it would have been incurred had they shifted the freight to another tunnel. With this outer running IBX service, the freight use does not need to move; another expense eliminated.
Now, the other BIG tunnel issue, that was <eye roll> shockingly handled by the planners. Not only was/is it possible to delicately handle the mausoleum issue, by various means, affording cut&cover construction, but a cut&cover 'two' track tunnel could be put on the eastern side of the existing tunnel, with virtually no disruption to crypts or burials, with a shift of the freight tracks through it. Also, short tunnels, such as here, are likely seen as pittances by transit builders in other countries, as they once were here, with no need to cut&cover.
But, again, we are blessed by the new design concept. Narrower cut&cover tunnels can be placed on each side of the current All Faith's Cemetery tunnel, producing even less disruption overall. There would be no cemetery issue on the east side, save expanding the cut by a bit beyond their 'access' roadway, and the west side then gets limited to a small corner of the mausoleum. In fact, most of it is not crypt space, it is covered walkway areas. Actually less than a bathroom sized corner of the crypt portion would need to be underpinned, in order to use the cut&cover construction method.
Metropolitan Avenue portions would be done in sections to insure at least half the roadway could still be used during the process. It is an important transit way for the area. An overhead walkway would be used for anyone transfering to/from the M-Line and the IBX north bound platform, but that would have been needed anyhow, as the IBX tracks were going to be there.
Thus, many, many costs have been avoided, and many more benefits provided by using a round peg for a round hole.
As to turning the trams on the Queens end, the need also provides an improved interface with the Jackson Heights/Roosevelt Ave MTA stations. As planned, even with LRV, the MTA was going to drop people in the cut 22' below Roosevelt Ave. All any critiques ever mentioned was the horizontal distance from the rail corridor to the other station entrances, never referencing the 2-flight stairway climb they had to first make; there was/is no escalator planned.
The PEL plan was to include the cost of a two-track incline from the cut to street level at Metropolitan Ave and 69th Place. Now, thankfully, not needing that step or cost, we can use half or more of the expense to create a 'one' track incline from the cut at 41st and Roosevelt Avenues. The north bound track, now on the outer part of the corridor can rise up to 41st Avenue and be perfectly aligned to run up one block on the right side of 72nd Street. The tram would stop just a few feet short of Roosevelt, the block being plenty long enough to, if necessary, accommodate a 270' long tram consist.
So, now not only are passengers closer horizonatally by a block (275'), and one street crossing, to the other MTA stations, they are 22' feet closer vertically, having no need to climb stairs to street level. The tram then makes a single move, turning left onto Roosevelt then left again turning onto the one-track incline putting it on the other side of the freight tracks for its return trip.
There is more, but that is all of the most interesting stuff.
The outer running scenario also affords the creation of a Queens Blvd station, where awkward property constraints and existing infrastructure had the MTA miss this opportunity, and yet they were still planning on completely reconstructing the rail bridge in order to have a straight alignment through the tight property constraints. Here we will only add an abutment bridge, and will provide rail access where it is not currently available.