Pella Window 801U0103 User Manual

© 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  
by visiting http://www.pella.com. Building designs, construction methods, building materials,  
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:  
ŘCedar or Impervious shims/spacers (12 to 20)  
Ř2" 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.  
ŘClosed cell foam backer rod/sealant backer (12 to 30 ft.)  
ŘPella® SmartFlash™ foil backed butyl window  
and door flashing tape or equivalent  
ŘꢀSquare  
ŘꢀHammer  
ŘꢀStapler  
ŘꢀScissors or utility knife  
ŘꢀSealant gun  
ŘPella Window and Door Installation Sealant or equivalent  
high quality, multi-purpose sealant (1 tube per window)  
4&"-"/5  
ŘLow expansion, low pressure polyurethane insulating  
window and door foam sealant - DO NOT use high  
pressure or latex foams  
ŘInterior trim and/or jamb extensions (15 to 40 ft.)  
 
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.  
 
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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3A  
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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"  
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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.  
 
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.  
 
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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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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