Step 3: Install Windows

 

  • Windows shall be installed in accordance with the window manufacturer’s installation instructions.
  • Where such installation instructions do not address application on walls with FPIS, follow the steps below for installation of integral nail-flange windows on walls with maximum 1-1/2"-thick FPIS. (These guidelines are also available as a printable Quick Guide.)
  • NOTE: Where siding is installed over furring (see STEP 4) and depending on the intended architectural detail desired, the window rough opening may also need to be padded-out with the furring and flashed prior to the window installation so that the window frame and cladding/trim align as intended.

IMPORTANT! READ ALL INSTRUCTIONS BEFORE BEGINNING INSTALLATION

The user of these guidelines is responsible for the following:

  • Determining the suitability of these guidelines for the intended use.

  • Complying with the local building code.

  • Providing the necessary skill to execute a proper window installation.

  • Following the component manufacturers’ installation instructions for the user-specified window product, flashing materials, water-resistive barrier (WRB), foam plastic insulating sheathing (FPIS), sealants, and other materials as required for a complete an effective installation.

  • Addressing any variances from manufacturers’ instructions and product warranty stipulations, including consultation with the applicable product manufacturers or a design professional as needed.

  • (1) Verify that the rough opening is level, plumb, square, and the size required for the specified window product plus clearance for a rough opening gap as recommended by the window manufacturer (typically the rough opening width and height are ½" to ¾" greater than the window unit dimensions). See Figure 1.

Figure 1 - Rough opening and FPIS verification
  • (2) Verify that the FPIS is not greater than 1½" thick, has a minimum compressive strength of 15 psi per ASTM C578 or ASTM C1289, and is installed in accordance with the FPIS manufacturer’s installation instructions for a code-compliant WRB application. Where a separate WRB material is provided, the thickness of FPIS is greater than 1½”, or for other special conditions, refer to the section SPECIAL CONDITIONS & ADDITIONAL RESOURCES.

  • (3) Window sill pan flashing with back-dam, rough opening jamb flashings, and head flashings are a recommended installation best practice. Where used or required, install the rough opening flashing elements in shingle-lap fashion. See Figure 2.

    • NOTE: Self-adhering and fluid-applied flexible flashings (or equal) are typically used for this purpose. Verify that the rough opening size can accommodate the additional thickness of flashing materials and maintain the required rough opening gap. See Item (1).

Figure 2 - installation of rough opening flashing, lapping shingle-fashion (bottom to top of opening)

  • (1)  Apply the window manufacturer’s recommended bedding sealant (min. ¼" bead) to the rough opening perimeter approximately ½" to ¾" from the edge of the rough opening. See Figure 3.

    • DO NOT apply bedding sealant to sill flange where sill pan flashing is used. See Step 3B, Item (3).

Figure 3 - application of sill shims and bedding sealant, setting window into center of opening, and temporarily securing it with flange nail
  • (2) Where sill shims are required by the manufacturer or where the sill is not level, shims may be placed and tacked into level position prior to setting the window unit. See Figure 3.

  • (3) With the window closed and in locked position, set into the center of the rough opening and fasten the center nail hole of the top flange to the rough opening with the manufacturer’s recommended flange fastener, or initially secure as otherwise recommended by the manufacturer. See Figure 3. Verify that the required gap between the window head and header is present.

  • (4) Install sill shims (if not previously installed) and jamb shims at locations as required by window manufacturer. Adjust shims as necessary to achieve a square, plumb, and level window installation. Apply shims at window head only where required by the manufacturer.

  • (5) Check operation of the window and then install remaining nail flange fasteners as recommended by the manufacturer. A maximum fastener spacing of 6" is recommended.

    • NOTE: The length of fasteners will need to accommodate the thickness of FPIS and maintain the required penetration into rough opening framing materials. Do not over- or under-drive flange fasteners. Flanges should be firmly bedded in sealant and not warped out of plane. Clean off any excess sealant. Install any additional frame anchorage as required by the window manufacturer.

  • (6) Apply exterior flashing per manufacturer’s instructions to window perimeter in shingle-lap fashion, starting at the bottom and ending with the head flashing. See Figure 4.

    • DO NOT install flashing over flange at sill where a sill pan has been installed in the rough opening. Use compatible flashing materials recommended by the window manufacturer or WRB manufacturer and ensure conditions are appropriate for application (clean, dry, suitable temperature, etc.).

    • NOTE: Self-adhering and fluid-applied flexible flashings (or equal) are typically used for this purpose and must have sufficient width to lap window flange and extend a minimum of 2" onto WRB surface.

Figure 4 - After permanently securing the flange, install exterior flashing in shingle fashion on sill, jamb, and head flanges and to WRB surface.
  • (7)  Air seal the interior side of the rough opening gap with low-expansion foam sealant intended for window installation. Avoid gaps or voids in the air seal. A tight interior air seal of the rough opening gap will promote proper drainage and prevent drafty window installations. See Figure 5.

Figure 5 - Air seal the interior side of the rough opening gap with low-expansion foam sealant

  • Where the FPIS material is greater than 1½" thick or less than 15 psi compressive strength, or where additional window or door support may be required (e.g., opening width > 6' or design wind load > 35 psf), it is recommended that a rough opening extension be applied to the rough opening. This can be done by use of 2x wood buck (See Figure 6) installed into the rough opening (which must be planned during rough framing) or by a “picture frame” furring (See Figure 7) installed around the perimeter of the rough opening of the same thickness as the FPIS for a flush installation (which can be installed at any time prior to window installation). In both cases, the window installation and flashing follow the same steps as indicated above. For additional installation guidance on this practice refer to the Window Installation application page

Figure 6 - rough opening "window buck" and Figure 7 - Rough opening "picture frame"

  • Tape measure
  • Level
  • Hammer
  • Power screw driver with clutch
  • Shims
  • Sealant*
  • Flashing*
  • Fasteners*

*Follow manufacturer’s specifications and installation recommendations as applicable.

For additional information on window installation, refer to the Window Installation application page

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