© 2011 Pella Corporation
Part Number: 801U0103
INSTALLATION INSTRUCTION STANDARD, PERFORMANCE
UPGRADE AND HURRICANESHIELD® IMPACT RESISTANT FOR
FIXED FRAME DIRECT SET WINDOWS
Instrucciones enspañol en el reverso.
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Always read the Pella® Limited Warranty before purchasing or installing
Pella products. By installing this product, you are acknowledging that this
Limited Warranty is part of the terms of the sale. Failure to comply with all Pella installation
and maintenance instructions may void your Pella product warranty. See Limited Warranty for
complete details at http://warranty.pella.com.
Installation Instructions for Typical Wood Frame Construction.
These instructions were developed and tested for use with typical wood frame wall construction
in a wall system designed to manage water. These instructions are not to be used with any other
construction method. Installation instructions for use with other construction methods, multiple
units or bow and bay windows, may be obtained from Pella Corporation, a local Pella retailer, or
and site conditions unique to your project may require an installation method different from
these instructions and additional care. Determining the appropriate installation method is the
responsibility of you, your architect, or construction professional.
YOU WILL NEED TO SUPPLY:
TOOLS REQUIRED:
ŘꢀCedar or Impervious shims/spacers (12 to 20)
Řꢀ2" galvanized roofing nails (1/4 lb.)
ŘꢀTape measure
ŘꢀLevel
Note: Performance Upgrade and HurricaneShield® units
require use of installation clips or screws through the frame.
ŘꢀClosed cell foam backer rod/sealant backer (12 to 30 ft.)
ŘꢀPella® SmartFlash™ foil backed butyl window
and door flashing tape or equivalent
ŘꢀSquare
ŘꢀHammer
ŘꢀStapler
ŘꢀScissors or utility knife
ŘꢀSealant gun
ŘꢀPella Window and Door Installation Sealant or equivalent
high quality, multi-purpose sealant (1 tube per window)
4&"-"/5
ŘꢀLow expansion, low pressure polyurethane insulating
window and door foam sealant - DO NOT use high
pressure or latex foams
ŘꢀInterior trim and/or jamb extensions (15 to 40 ft.)
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SETTING AND FASTENING THE WINDOW
2
A. Install and level shims. Place 1" wide by 1/4" thick shims
on the bottom of the opening, 2-1/2" from each side,
beneath transition bars and mullion joints. Keep shims
back 1/2" from interior face of window. Adjust shims as
necessary to ensure the sill is level. Once level, attach
shims to prevent movement.
2A
Note: Improper placement of shims may result in
bowing the bottom of the window.
B. Remove plastic wrap and cardboard packaging from window.
Note: If grilles are removed from the window at this time, label them and store
them in a protected area.
C. Units with fold-out installation fins: Fold out fin to 90°. On units with pre-applied
fin corners, be careful not to remove or tear the fin corners.
Note: If the fin is not at 90°, the window will not line up correctly on the interior.
2C
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Note: Performance Upgrade and HurricaneShield® require
use of installation clips or screws through the frame.
Use of fins in addition to clips or screws is optional.
D. Windows using Installation Clips: Install installation
clips. If installation fins are used; place the clip so that
the lip is facing up and against the installation fin, at the
6" MAX
locations shown in the placement diagram. If installation
fins are not used, the clip lip faces down and is inserted
into a groove in the frame. Secure the clip by driving
#6 x 5/8" corrosion resistant screws through the outer
two holes of the three holes shown.
FOR PLACEMENT
10"
OF FRAME
SCREWS AND
INSTALLATION
CLIPS
MAX
10"
MAX
10"
MAX
#6 x 5/8” corrosion
resistant screws
6" MAX
6“ from end
6" 10"
10"
6"
MAX MAX MAX MAX
Lip
2D
2E
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E. Windows using frame screws: Pre-drill installation
screw holes. On the room side of the window, drill
13/64" diameter clearance holes through the frame
as shown on the placement diagram. Space the holes
a maximum of 6" from each end and a maximum of
10" on center on the head, jambs and sill.
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SETTING AND FASTENING THE WINDOW
(CONTINUED)
2
TWO OR MORE PEOPLE WILL BE REQUIRED FOR THE FOLLOWING STEPS.
F. Insert the window from the exterior of the building. Place the bottom of
the window on the spacers at the bottom of the opening, then tilt the top into
position. Center the window between the sides of the opening to allow clearance
for shimming.
Windows with nail fin: Insert one roofing nail in the first hole from the corner on
each end of the top nailing fin. These are used to hold the window in place while
shimming it plumb and square.
Windows using screws through the frame: Position the window so the exterior
face of the frame extends 3/4" on the exterior wall material to allow for the
application of backer rod and sealant (See illustrations in Step 7 for sealant
details). Center window between the sides of the opening to allow clearance for
shimming and insert one #10 x 3-1/2" screw into each of the top clearance holes.
This will hold the window in place while shimming it plumb and square.
Window with Installation Clips: Position the window so the exterior face of
the frame extends 3/4" on the exterior wall material to allow for the application
of backer rod and sealant (See illustrations in Step 7 for sealant details). Center
window between the sides of the opening to allow clearance for shimming and
insert one #6 x 1-1/2" or longer screw into one hole in each of the top corner
clips. This will hold the window in place while shimming it plumb and square.
Note: For masonry openings use 3/16" x 1-1/2" masonry screw.
2F
2F
G. Plumb and square the window. Place
shims 1" from the bottom and top of the
window between the window and the sides
of the opening. Keep shims back 1/2"
2H
1
INCHES
mm 2
0
2
5
3
0
4
0
3
0
from the interior face of the window.
Adjust the shims as required to
plumb and square the window in
the opening. If the frame height
exceeds 53", place shims at the
midpoint of the window sides.
6
0
7
0
2G
Note: DO NOT shim above the
window or in the space between the
spacers at the bottom of the window. DO NOT over shim.
H. Check the interior reveal. Make sure the measurement from the interior
face of the window to the interior face of the wall is equal at several points
around the window.
Note: If the dimensions are not equal, check to make sure the fins are
folded out to 90˚ at all points.
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SETTING AND FASTENING THE WINDOW
(CONTINUED)
2
I. Fasten the window to opening. On
windows with a fixed extruded fin, drill
1/8 diameter holes in the fin every 12".
2I
Windows with Nail Fin:
J. Drive a 2" galvanized roofing nail
into each of the pre-punched and pre-
drilled holes.
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For flexible fin: Drive nails until the head
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contacts the fin, however do not sink the head.
This allows for movement of building materials.
Note: Make sure all fin corners are lying as
flat as possible.
INTEGRATING THE WINDOW TO THE WATER
RESISTIVE BARRIER
3
Note: Step 3 applies to windows with installation fins used in
combination with a water resistive barrier.
A. Units that do not have pre-applied
fin corners: Cut four pieces of
3A
flashing tape 1-1/2" long. Apply one
piece of flashing tape to each end of
the sill fin so that it extends 1-1/2" past
the end of the sill fin. Apply one piece
of flashing tape to the bottom end
of each flexible fin, beginning 1-1/2"
from the end of the fin, and lapping
over the flashing tape that extends
from the end of the sill fin.
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B. Apply side flashing tape. Cut two pieces of flashing
tape 4" longer than the frame height of the window.
Apply one piece 1/2" up onto the frame cladding over
the nailing fin and onto the water resistive barrier to
each side. The tape should extend 2" above the top of
the window and 2" below the bottom of the window.
Press the tape down firmly while folding down the
excess tape at the top and bottom of the window.
3B
3B
Note: DO NOT tape or seal the bottom nailing fin.
C. Apply top flashing tape. Cut a piece of
flashing tape long enough to go across the
top of the window and extend at least 1"
ꢂꢇ
3C
past the side flashing tape on both sides.
Apply the tape 1/2" up onto the frame
cladding over the top nailing fin as shown.
Fold the overlapping tape down, and press
all tape down firmly.
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INTEGRATING THE WINDOW TO THE WATER
RESISTIVE BARRIER (CONTINUED)
3
C1. Apply top flashing tape to circle top windows. Several pieces of flashing tape
will be needed to cover the top fin. Start taping from the sides of the window
working toward the peak. To determine the length of cuts, hold the tape along the
radius, and cut the tape just past where it leaves the top fixed extruded fin or for the
flexible fin, just past the flexible weather strip. The top tape must overlap the one
beneath it in order to divert water properly. The sharper the arc of the window, the
shorter the pieces of tape will be.
3C1
C2. Apply top flashing tape to an angle top window 1/2" up onto the frame
cladding, over the top fin onto the sheathing. On the short side of a trapezoid
window, do not allow the side flashing tape to extend higher than what the top
tape will cover. Fold the overlapping tape down, and press all tape down firmly.
D. Fold down top flap of water resistive barrier (3D).
E. Apply flashing tape to diagonal cuts. Cut
3D
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pieces of flashing tape at least 1" longer than the
diagonal cuts in the water resistive barrier. Apply
the tape covering the entire diagonal cut in the
water resistive barrier at both upper corners of
the window. If vertical cuts were also made, apply
flashing tape to them in the same manner.
3E
Note: The top tape must overlap the tape below
it to divert water properly. Be sure to overlap
the top corners (3E).
3E
Note: If installing the window using
installation clips, proceed to Step 5 -
Installation Clip Method.
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SECURING THE WINDOW
4
A. Install a #10 x 3-1/2" corrosion
resistant wood screw into each pre-
drilled screw hole.
Note: Minimum 1-1/4" embedment
into the wall framing is required.
#10 x 3-1/2"
corrosion
Proceed to Step 6.
resistant
wood screw
4A
INSTALLATION CLIP METHOD
5
A. Fasten the window to the opening by driving two
#6 x 1-1/2" or longer corrosion resistant screws into
the pre-punched holes in the clips. If clips are bent and
fastened to the interior stud/block, install the screws as
close to the bend as possible.
INTERIOR
5A
Note: DO NOT shim above the window.
INTERIOR SEAL
6
Caution: Ensure use of low pressure polyurethane window and door insulating
foams and strictly follow the foam manufacturer’s recommendations for
application. Use of high pressure foams or improper application of the foam may
cause the window frame to bow and hinder operation.
A. Apply insulating foam sealant. From the interior, insert
the nozzle of the applicator into the space between the
window and the rough opening approximately 1" past
the edge of the frame (and past the jamb extensions)
and apply a 1" deep bead of foam. This will allow room
for expansion of the foam and will minimize squeeze
out. Apply sealant across the interior surface of the
shims to create a continuous seal. Follow foam
manufacturer's instructions.
6A
Note: DO NOT place any foam between jamb
extensions and the rough opening.
Note: DO NOT completely fill the space from the
back of the fin to the interior face of the opening.
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SEALING THE WINDOW TO THE
EXTERIOR WALL CLADDING
7
When applying siding, brick veneer or other exterior finish material, leave
adequate space between the window frame and the material for sealant. Refer to
the illustration that corresponds to your finish material.
Note: The sealant details shown are standard recommendations from the sealant
industry. Contact your sealant supplier for recommendations and instructions for
these and any other applications.
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SEALING THE WINDOW TO THE
EXTERIOR WALL CLADDING (CONTINUED)
7
A. Insert closed cell foam backer rod into
the space around the window so there is
approximately 3/8" clearance between the
backer rod and the exterior face of the window.
Note: Backer rod adds shape and depth for
the sealant line.
7A
B. Apply a bead of high quality exterior grade
sealant to the entire perimeter of the window.
Note: For wood siding applications, when using
the flexible fin, ensure the sealant bead covers the
exterior edge of the fin weather-strip.
C. Shape, tool and clean excess sealant. When
finished, the sealant should be the shape of
an hourglass.
7B
Note: This method creates a more flexible
sealant line capable of expanding and contracting.
INTERIOR FINISHING
If products cannot be finished immediately, cover with clear plastic to protect from
dirt, damage and moisture. Remove any construction residue before finishing. Sand
all wood surfaces lightly with 180 grit or finer sandpaper. DO NOT use steel wool. BE
CAREFUL NOT TO SCRATCH THE GLASS. Remove sanding dust.
Note: To maintain proper product performance do not paint, finish or remove the
weather-stripping, mohair dust pads, gaskets or vinyl parts. Air and water leakage
will result if these parts are removed. After finishing, allow venting windows and
doors to dry completely before closing them.
Pella Corporation is not responsible for interior paint and stain finish imperfections
for any product that is not factory-applied by Pella Corporation. Use of inappropriate
finishes, solvents, brickwash, or cleaning chemicals will cause adverse reactions with
window and door materials and voids the Limited Warranty.
For additional information on finishing see the Pella Owner's Maual or go to
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Additional cutting patterns
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EXTERIOR FINISH
The exterior frame and sash are protected by aluminum cladding with our EnduraClad® or
EnduraClad Plus baked-on factory finish that needs no painting. Clean this surface with mild
soap and water. Stubborn stains and deposits may be removed with mineral spirits. DO NOT
use abrasives. DO NOT scrape or use tools that might damage the surface.
Use of inappropriate finishes, solvents, brickwash or cleaning chemicals will cause adverse
reactions with window and door materials and voids the Limited Warranty.
CARE AND MAINTENANCE
Care and maintenance information is available in the Pella Owner’s Manual. You can
obtain an owner’s manual by contacting your local Pella retailer. This information is also
available on www.pella.com.
IMPORTANT NOTICE
Because all construction must anticipate some water infiltration, it is important that the wall
system be designed and constructed to properly manage moisture. Pella Corporation is not
responsible for claims or damages caused by anticipated and unanticipated water infiltration;
deficiencies in building design, construction and maintenance; failure to install Pella products
in accordance with Pella’s installation instructions; or the use of Pella products in wall
systems which do not allow for proper management of moisture within the wall systems. The
determination of the suitability of all building components, including the use of Pella products,
as well as the design and installation of allow for proper management of moisture within the
wall systems. The determination of the suitability of all building components, including the
use of Pella products, as well as the design and installation of flashing and sealing systems are
the responsibility of the Buyer or User, the architect, contractor, installer, or other construction
professional and are not the responsibility of Pella.
Pella products should not be used in barrier wall systems which do not allow for proper
management of moisture within the wall systems, such as barrier Exterior Insulation and Finish
Systems, (EIFS) (also known as synthetic stucco) or other non-water managed systems. Except
in the states of California, New Mexico, Arizona, Nevada, Utah, and Colorado, Pella makes no
warranty of any kind on and assumes no responsibility for Pella windows and doors installed in
barrier wall systems. In the states listed above, the installation of Pella Products in barrier wall or
similar systems must be in accordance with Pella’s installation instructions.
Product modifications that are not approved by Pella Corporation will void the Limited Warranty.
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