Show them you're an InstallationMaster, and watch your business grow. InstallationMasters Training Manual Addendum Level RLC-1
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1 Show them you're an InstallationMaster, and watch your business grow. InstallationMasters Training Manual Addendum Level RLC-1 August 2007
2 This addendum was developed by the InstallationMasters Institute as a training tool for use in the InstallationMasters Training and Certification Program for residential and light commercial window and exterior door installers in the fenestration industry. Much of the information contained in this manual is based on techniques and best practices developed by nationally recognized associations and is published for use in the InstallationMasters Training and Certification Program. InstallationMasters disclaims all liability for the use, application, or adaptation of the information contained in this addendum. Copyright '2007 InstallationMasters Institute 1827 Walden Office Square, Suite 550, Schaumburg, Illinois Web:
3 ADDENDUM This addendum is a part of the InstallationMasters Training Manual and is intended to be used in conjunction with the information presented from the training manual as part of the Residential and Light Commercial (RLC-1) Window and Door Installation Training and Certification Program installer classes. The Addendum contains updated information on the proper techniques and practices of installation of doors and windows recently revised and published in the ASTM E document. Each section in the Addendum is intended to completely replace the referenced section from the InstallationMasters Training Manual. The sections from the training manual are noted at the beginning of each Addendum Section. For the purposes of training, it should be understood that the terms weather resistant barrier and water resistive barrier are used interchangeably within the InstallationMasters documents. SECTION 1 - FLASHING CONTENTS (replaces Section 13.3 in the InstallationMasters Training Manual) SECTION 2 SILL PAN FLASHING (replaces Section 13.3 in the InstallationMasters Training Manual) SECTION 3 CAVITY INSULATION (replaces Section 13.6 in the InstallationMasters Training Manual) SECTION 4 HEAD FLASHING FOR WINDOWS: METHOD "B1" (replaces Section in the InstallationMasters Training Manual) SECTION 5 HEAD FLASHING FOR DOORS: METHOD "B1" (replaces Section in the InstallationMasters Training Manual) Graphics in this Addendum are reprinted with permission from E Standard Practice for Installation of Exterior Windows, Doors and Skylights, copyright ASTM International, 100 Bar Harbor Drive, West Conshohocken, PA A copy of the complete standard may be obtained from ASTM (
4 ADDENDUM SECTION 1 1. FLASHING (Addendum Sections 1 and 2 replace Section 13.3 in the InstallationMasters Training Manual) 1.A. PURPOSE Flashing is a piece of waterproof or waterresistant sheet material that bridges the joint between the window/door frame and the adjacent construction for the purpose of preventing water penetration. Most wall leaks can be attributed to lack of flashing, poor flashing, or deteriorated flashing. Flashing helps drain water away from the window/door to the exterior. There are three basic types of flashing products used for installing windows and doors. Flexible Flashing Self-Adhering Flashing Rigid Flashing All flexible and self-adhering flashing materials shall carry continuous identification and be rated for a minimum water resistance of 24 hours in accordance with ASTM-D779. In addition, selfadhering flashing shall meet the performance requirments of AAMA B. TYPES OF FLASHING Flexible Flashing Flexible flashing is typically a product consisting of two sheets of paper reinforced with a water resistant material. Flexible flashing materials are typically applied to the fenestration product with sealant, or attached to the rough framing/ sheathing with staples, prior to the fenestration product being sealed to the face of the flashing. Flexible flashing must be at least 9" wide when used in conjunction with window and door installation. (See Table 1-1) Table 1-1 Flexible Flashing Note: All recommended installations in this manual are required to use flashing that is a minimum of 9" wide. Flashing may be mechanically attached to the building condition, and applied using appropriate sealants in accordance with the installation method being referenced. Exception: While the required width of flashing materials is 9", an exception can be made for selfadhering flashings in widths other than 9" when accepted in writing by the window manufacturer and the flashing manufacturer, or as specified by the design professional. 1-1
5 ADDENDUM SECTION 1 All notations of flashing placement in this training manual (for example, 8-1 2" up and 8-1 2" over) are based on the use of 9" wide flashing. Those dimensions must be adjusted for flashing widths other than 9". Self-Adhering Flexible Flashing Self-adhering flexible flashing is typically a product with a self-adhering surface on one side. It is applied over the window or door flange to seal it. There is no need for stapling or nailing, and most self-adhering flashings adhere to wood, vinyl, aluminum, and other substrates. (See Table 1-2) contains solvent can have an effect on the bond and performance of self-adhering flashing materials. Manufacturers provide information about compatibility, temperature, and substrate conditions required to achieve a secure bond with the self-adhering flashing. If this information is not provided, check with the manufacturer to determine if an adhesive/primer or sealant must be used in order to achieve a secure bond. In all cases, refer to the flashing manufacturer s most recent recommendations prior to using selfadhering flashing. Self-adhering flashing products are designed to seal to the sheathing, the water resistive barrier, and to the window mounting flange without the need for additional sealant. In order to be acceptable for use, self-adhering flashing material must create a watertight joint by properly adhering to all surfaces to which it is applied. This type of flashing is commonly used as part of a "system" in conjunction with other components. For example, some contractors use flexible flashing for sills and jambs and selfadhesive flashing at the head to create a secure seal. The water integrity, adhesion, and durability of self-adhering flashing are imperative to its performance. Local climate, exposure, construction techniques, fastener penetrations, adjacent materials, installation conditions, and other factors such as temperature, moisture, and cleanliness may affect the performance of selfadhering flashing. Self-adhering flashing products may not require the use of additional sealant during application to the substrate or the fenestration product as long as the flashing securely adheres to the materials listed above. The surface that this flashing is applied to must be clean, dry, and frost free. Where sealant is used near these materials (e.g., at exterior façade installation joints), do not use sealant that contains solvent. Sealant that Table 1-2 Self-adhering Flashing 1-2
6 Rigid Flashing ADDENDUM SECTION 1 Rigid flashing is typically aluminum or copper sheet metal. It is often custom made to fit a particular window or door. Rigid flashing is often used for curb mounts and integral curbs for sloped window products and are usually field fabricated. (See Table 1-3) Table 1-3 Rigid Flashing Other types of rigid flashing materials are available such as rigid ABS plastic and/or fiberglass. Often these materials are pre-molded and are sealed together in pieces in the field. Consult the supplier of these materials for instructions on assembly and installation. 1.C. FLASHING APPLICATION Installation of flashing is critical to maintaining water performance integrity of the completed installation. The installer should be cautious when applying flashing. Proper installation of flashing means three things: 1. Flashing is installed in "Weather-Board Fashion." This means that each piece of flashing is logically applied, starting with the lowest section which is overlapped by the upper section. When reviewing flashing cut formulas and their application, notice that the sill is cut and applied first, the jamb flashing then overlaps the sill flashing, and finally the head flashing is cut longer than the sill to properly overlap the jambs (See Figure 1-2). 1-3
7 ADDENDUM SECTION 1 2. Flashing must be protected from damage due to high winds that have a tendency to tear the flashing at its attachment points. The installer should always take the steps necessary to secure the flashing into position so that when the windows are installed, the flashing is still functional. When flashing has been damaged, the material should be replaced or repaired properly. 3. Flashing is subject to various types of damage throughout the construction process. Holes caused by screws, nails, and other fasteners penetrating the flashing can reduce the weather-shielding ability of the installation. Although it would be impractical to assume that fasteners will never penetrate the flashing, they must be limited. Furthermore, any holes or tears that are known to exist (e.g., holes that remain from nails that were incorrectly located and removed) must be sealed. NOTE: In no case shall paper-based material be used as a waterproof membrane on surfaces or roofs having a slope of less than 60 degrees from the horizontal. (See Figure 1-1) Figure 1-2 Typical Flashing Application (Flashing Applied in Weather-Board Fashion) for the installation of flashing, itemized flashing details are presented in Chapters 16, 20, 21. NOTES: Figure 1-1 Flashing on Sloped Surfaces Flashing is applied to walls in a number of ways. One process for installing flashing is shown in Figure 1-2. Due to the number of variations 1-4
8 ADDENDUM SECTION 2 2. SILL PAN FLASHINGll 2.A. SILL PAN FLASHING Sill pan flashing is a type of flashing installed between the rough opening sill and the window or door being installed. Sill pan flashing has an interior leg and ends that are bent up vertically (or panned) to prevent water from flowing into the wall or interior finishes. A rear upturned leg of sill pan flashing is sometimes referred to as a back dam, and the side upturned legs are referred to as end dams. Sill pan flashings are recommended for use under all windows and doors, except where wall construction details incorporating fenestration drainage systems are provided by the building designer, or where wall construction details are specifically provided by the fenestration manufacturer s installation instructions. Examples of instances where sill pan flashings may not be appropriate include when window receptors are used or when pre-existing sub-sills are left in place. When sill pan flashings are provided: Sill pan flashing shall not be sloped toward the interior. The height of the sill pan flashing's upturned legs must be appropriate for the fenestration product being installed. Manufacturer s instructions or the advice of a professional architect or engineer should be followed. Sill pan flashing materials by design extend through most of a wall s thickness. When fabricated from sheet metal, sill pan flashing can act as a thermal bridge, transferring heat from the interior to the exterior and causing condensation on interior surfaces. Where this poses a problem, such as in cold-climate areas and/or high humidity conditions, choose materials with a lower thermal conductivity. The selection of the sill pan flashing material is the responsibility of the approving authority and/or building designer, not the installer. The installer is encouraged to consult with these authorities when the sill pan flashing material is not specified. Sill pan flashings are intended to collect and drain water toward the exterior of the building, including water that may enter through the fenestration product (e.g. between the jambs and sill,) or around the fenestration product (between the rough opening and the product). The sill pan flashing must be integrated with other flashings and the fenestration product to capture water that may otherwise penetrate to the rough opening at the sill, and direct it to the exterior of the building. The fenestration product, water resistive barrier, flashings, and the sill pan flashing must be sealed in a manner that allows the system to reliably inhibit air and moisture flow to the interior, while allowing water to drain to the exterior of the building or to the drainage plane. The interior side of the sill pan flashing and the ends shall be turned upward to prevent water from flowing off the flashing into the wall or onto interior finishes. Incorporating end dams at both sides of the sill pan flashing are intended to prevent water from entering the walls at the lower corners of the fenestration product. (See Figures 2-1, 2-2, 2-3, and 2-4) 2-1
9 ADDENDUM SECTION 2 Figure 2-3 Sill Pan Flashing Concealed Barrier System Figure 2-1 Membrane/Drainage System Installation of Sill Pan NOTE: The interior leg (H1) of the sill pan flashing is based on the expected performance level of the fenestration product being installed (See Figure 2-4). Table 2-1 can be used as a guide to determine the minimum height requirements for the interior upstanding leg height of the sill pan flashing if the water test pressure (in p.s.f.) or the corresponding design pressure (in p.s.f.) is known. Figure 2-2 Sill Pan Flashing Surface Barrier System Figure 2-4 Sill Pan Diagram 2-2
10 ADDENDUM SECTION 2 Where sealants are used, they should be located away from the bottom horizontal surface of the sill pan flashing whenever possible. Anchors should be located above the highest level of expected water accumulation. For example, if the rear upturned leg is 1" high and the end dams are to be used for anchoring the sill pan flashing, then the end dams should be designed to extend high enough to allow the fasteners to be located above the top of the rear upturned leg. Sill pan flashing should be integrated with the membrane drainage or surface barrier drainage system. 2.B. TYPES OF SILL PAN FLASHING MATERIALS AND FABRICATION Table 2-1 Pan Height Example: If the product being installed is rated to meet a 6.0 p.s.f. water test pressure, then to make the sill pan flashing meet the same level of performance, the height of the interior leg should be at least 1-5/16" tall as measured from the inside of the bend. Sill pan flashing materials can be categorized as rigid sheets, self-adhering flexible membranes, or a combination of these materials. Within each of these categories, the fabrication of the materials can be classified as either 1-piece or multiple pieces. The material and fabrication types of sill pan flashings are shown in the following table. Leg Height of Pan Flashing NOTE Table Rear leg sill pan flashing heights may be reduced by the use of continuous air infiltration seals, or engineered sealant joints in some cases, but only as directed by the window manufacturer or design professional. In addition to the rear leg height, designers of sill pan flashing must consider the following: If possible, all sill pan flashing joints should be located such that they are not exposed to standing water. Table 2-2 Types of Sill Pans 2-3
11 ADDENDUM SECTION 2 Type I - Rigid Sheet, 1-Piece or Multiple- Piece Sill Pan Flashing Type I sill pan flashings are typically made from sheet metals, semi-rigid plastics, or composites. Multiple pieces are permanently joined together and the joints are continuously soldered, chemically welded, or thermally welded as appropriate to achieve permanent water tightness. (See Figure 2-5) Figure 2-6 Type II Sill Pan Flashing Multiple Pieces Figure 2-5 Type I Sill Pan Flashing Multiple Pieces Type II - Rigid Sheet, Multiple Pieces Sill Pan Flashing Type II sill pan flashings are made up of pieces of metal or plastic with ends that are lapped or joined, and continuously sealed for water tightness. Unlike Type I, the joints are made watertight using sealants. (For examples of Type II sill pan flashings, see Figures 2-6, 2-7, and 2-8) Figure 2-7 Flexible Flashing at Window Sills (Methods A and B) Note: One of several options of Type II Sill Pan flashing 2-4
12 ADDENDUM SECTION 2 Figure 2-8 Flexible Flashing at Sill of Door (Methods A and B) Note: One of several options of Type II Sill Pan Flashing Figure 2-9 Type III Sill Pan Flashing One Piece Type III - Flexible Membrane Sill Pan Flashing Type III sill pan flashing systems are made from one or multiple pieces of self-adhering membrane, and are applied in a manner that creates a watertight end dam and rear upturned leg. Flexible membrane sill pan flashings are self-sealing and typically do not require additional sealant. (See Figures 2-9 and 2-10) Figure 2-10 Type III Pan Flashing Multiple Pieces 2-5
13 ADDENDUM SECTION 2 Type IV - Combination Sill Pan Flashings Type IV sill pan flashings may be assembled from a variety of rigid, flexible, and self-adhering materials in order to achieve a watertight sill pan flashing. The method of achieving a watertight system varies with the materials used. (See Figure 2-11) Type I - Rigid Sheet, 1-Piece or Multiple- Piece Sill Pan Flashing Rigid material is formed to fit into the sill rough opening, creating end dams at the rough opening jambs and a self-supporting rear upturned leg. The sill pan flashing extends onto the face of the wall condition at the sill (down-turned leg), and may extend onto the jamb face forming a closed corner. A continuous bead of sealant is applied to the back side of the down-turned leg of the sill pan flashing, allowing the flashing to seal directly to the wall condition. (See Figure 2-1) NOTE: Consult Section 13.5 in the InstallationMasters Training Manual for sealant selection and sealant information. Type II - Rigid Sheet, Multiple Pieces Sill Pan Flashing Figure 2-11 Type IV Sill Pan Flashing Multiple Pieces 2.C. INSTALLATION OF SILL PAN FLASHINGS The following criteria for the installation of sill pan flashing is general in nature, and may need to be altered for specific window/door products and rough opening conditions. Sill pan flashings should always be integrated with the water resistive barrier and other flashing materials. (See Figures 2-7 and 2-8 for examples.) Apply all pieces of the sill pan flashing system at sill and jamb, making sure that all joints are lapped and sealed. The sill pan flashing should be assembled to fit into the sill rough opening, creating end dams up the jambs and a self-supporting rear leg. The sill pan flashing extends onto the face of the wall condition at the sill (down-turned leg), and may extend onto the jamb face forming a closed corner. A continuous bead of sealant is applied to the backside of the down-turned leg of the sill pan flashing allowing the flashing to seal directly to the wall condition. (See Figures 2-6, 2-7, and 2-8) 2-6
14 ADDENDUM SECTION 2 Type III - Flexible Membrane Sill Pan Flashing Apply the flashing material to adhere along the sill and wrap into the rough opening to form a watertight pan flashing. The flashing material should extend up the jambs and into the rough opening with provisions made to support the formation of a rear upturned leg. The rear leg may be supported in a number of ways that may include, but not be limited to, using a lightgauge metal angle, wood stop, or the exterior portion of the stool. The flashing should also extend onto the face of the wall condition at the sill (down-turned leg) and jamb face forming a closed outside corner. (See Figures 2-9 and 2-10) Type IV - Combination Sill Pan Flashings Apply the material(s) at the sill and jamb corner in a manner so that all joints are watertight. Lapped seams should be tight and flat, and the end dams should extend up the jambs. The flashing should extend into the rough opening with provisions made to support the formation of a rear leg. The rear leg may be supported in a number of ways that may include, but not be limited to, using a lightgauge metal angle, wood stop, or the exterior portion of the stool. The flashing should also extend onto the face of the wall condition at the sill (down-turned leg) and jamb face forming a closed outside corner. (See Figures 2-8 and 2-11) 2.D. SILL PAN FLASHING SEAL DISCONTINUITY building. Therefore, the bead of sealant between the fenestration product and the down-turned leg of the sill pan flashing or the horizontal leg of the sill pan flashing must have at least two gaps a minimum of 2" wide to permit drainage from the sill pan to the exterior of the drainage plane. The gaps in the bead of sealant must be no more than 4' apart, such that additional gaps are required for wide fenestration products. 2.E. SILL PAN FLASHINGS AND AIR INFILTRATION SEALS Air infiltration seals, if incorrectly installed around window perimeters, may obstruct drainage from pan flashings. To reduce the chance of this occurring, air infiltration seals should be applied in such a manner so that moisture is not trapped in the pan flashing. How this is done will be greatly affected by the specific wall material and wall configuration. Rear leg pan heights may be reduced by the use of continuous air infiltration seals, or engineered sealant joints in some cases, only as directed by the window manufacturer or design professional. Sealing Type I, II and some Type IV Sill Pan Flashings Once the sill pan flashing is set in place, sealant is applied between the upturned legs that form the end dams and the jambs of the rough opening. The sealant is tooled to create a smooth surface which will allow water on the jamb surfaces of the rough opening to easily drain into the sill pan. (See Figures 2-7 and 2-8) Note: Sealant selection and proper application of sealant is critical to performance of sill pan flashings. See Section 13.5 in the InstallationMasters Training Manual. Where sill pan flashing is used, care must be taken to ensure a drainage path from the sill pan to the drainage plane or the exterior of the 2-7
15 ADDENDUM SECTION 2 2F. SECURING SILL PAN FLASHING Sill pan flashing should be secured in place to prevent movement. When securing sill pan flashing, it is preferable to attach it through the end-dam tabs above the height of the rear upturned leg. Avoid penetration of the horizontal leg of the sill pan flashing to prevent water from penetrating under it. Driving fasteners through the horizontal leg of the sill pan flashing may compromise the watertightness of the pan When attachment through the horizontal leg is required, use pan-head screws and follow these steps: 1. To install screws, drill clearance holes in the pan at the appropriate locations, fill the holes with sealant, and drive the screws. 2. Once the screws are in place, seal over the screw heads with sealant to create a watertight installation. 3. Once the sill pan flashing is secured, a fillet bead is applied between the upper edge of the end dams and the rough opening, and between the pan flashing flange and the wall condition at each jamb. NOTES: 2-8
16 ADDENDUM SECTION 3 3. CAVITY INSULATION (Replaces Section 13.6 in InstallationMasters Training Manual) 3.A. PURPOSE Cavity insulation is placed in the cavity between the window frame and the rough opening to reduce air infiltration and heat transfer. of the metal frames (i.e., thermally broken aluminum frames), be sure to insulate the space between the thermal barrier and the inboard-most portion of the frame. This will aid in protecting the interior side from the influence of exterior ambient temperatures. When replacing over existing wood frames, insulate cavities before enclosing them. 3.B. MATERIALS Recommended insulation materials include: Mineral Fiber Insulation (e.g., Fiberglass Batting) Low Pressure Aerosol Foam Sealants and Pre-Compressed Cellular Tapes Other code and manufacturer approved materials 3C. INSTALLATION After the window/door is shimmed, secured, and checked for proper operation (plumb, level, and square), fill gaps larger than 1/8" between the window/door frame and the rough opening with insulation. (See Figure 3-1) Insulation is not required in small openings if they can be completely filled with sealant. Do not overly compress mineral fiber insulation. Press it into small cavities with a putty knife or similar device. If a head expander is used, place mineral fiber inside before sliding it over the top of the frame. When using products with thermal barriers between the inboard and outboard portions Figure 3-1 Cavity Insulation 3.D. LOW PRESSURE EXPANDING FOAM PRODUCTs There are two types of low pressure expanding foam products used to insulate and reduce air leakage through the gap between the rough opening and the window frame. Aerosol Foam Sealants (Type A) Pre-Compressed Cellular Tapes (Type B) The term "low pressure" refers to type A and B material and refers to the force exerted by the foam on the frame of the fenestration product during its curing time and / or recovery time. 3-1
17 ADDENDUM SECTION 3 Aerosol Foam Sealants (Type A) These products are foamed compounds that are injected under pressure and expand to fill the gap between the rough opening and the window frame. When using aerosol foam sealants, consider the following: The applicator for applying expanding foam sealants should allow for control of the volume and foaming rate of the product. (See Figures 3-2 and 3-3) The rough opening gap should be at least wide enough to allow insertion of the barrel of the applicator. In replacement window applications where the old frame is not removed, foam should be applied between the new frame and the old frame. (See Figure 3-4) At the head of window and door frames, apply a single bead of foam sufficient enough to provide an air seal, but still allows for movement of the header and expansion/contraction of the frame. Install foam in a series of passes at the jambs and sill, allowing each one to fully expand and become tack-free before injecting the next pass. Fill the cavity no more than one-third in one pass. (See Figure 3-5) After fully cured, trim away excess foam to allow for proper installation of the trim. (See Fig. 3-6) Warning: Foam cleaners or solvents may not be compatible with all fenestration materials. Consult the fenestration manufacturer's recommendations before using cleaners on fenestration products. Fig 3-2 Application of Type A Material Figure 3-3 Straw Applicator Type A Material Figure 3-4 Locations for Type A Material with Replacement Windows 3-2
18 ADDENDUM SECTION 3 Pre-Compressed Cellular Tapes (Type B) These products are pre-compressed foam tapes that typically come in stick or roll form, and may have a pressure sensitive adhesive surface on one side. When applied, this material expands in the rough opening gap to its original volume to form a seal. When using pre-compressed cellular tapes, consider the following: Figure 3-5 Optional Second Bead Approach for Type A Material Figure 3-6 Excess Type A Material Trimmed with a Sharp Knife Pre-compressed cellular tape is supplied in various widths to accommodate rough opening depths that exceed 2". Some types of pre-compressed cellular tape should be applied to the perimeter of the window frame prior to mounting the window in the rough opening. - The pre-compressed tape should be placed flush to the back of the nailing flange. (See Figures 3-7, 3-8, and 3-9) - Apply the tape with the pressure sensitive adhesive side against the frame of the fenestration product. - Maintain continuity around frame corners, but do not stretch the tape. - Pull the release liner from the tape after the window has been mounted. A second run of tape can be applied if jamb extensions are used. The second run can be applied from the inside leaving an air gap between the two applications. (See Figure 3-10) Pre-compressed cellular tape can be cut and recessed into the shim space using a putty knife or box cutter. (See Figure 3-11) Pre-compressed foam tape can be covered with an interior trim piece immediately after installation. 3-3
19 ADDENDUM SECTION 3 Figure 3-7 Type B Material Release Liner Removed from Tape NOTE: Install Type B materials around the head and jamb conditions flush to the backside of finned units. For access reasons, some Type B material must be installed prior to the fenestration product being fastened in the rough opening. First remove the release liner from the pre-compressed tape. Figure 3-9 Type B Material Applied with Polyethelene Liner NOTE: Fold the poly to the interior of the fenestration product. Pull the poly release after the fenestration product has been fastened in the rough opening to fill the rough opening gap with the pre-compressed tape. Figure 3-8 Type B Material Applied to Window Frame NOTE: Apply the tape with the pressure sensitive adhesive side adhered to the frame of the fenestration product; keep the tape continuous around frame corners. Figure 3-10 Type B Material Applied after Fenestration Frame NOTE: Installation of an optional second pass of tape can be installed to the interior side of the rough opening gap between the jamb extension and the stud. 3-4
20 ADDENDUM SECTION 3 Warning: Compatibility with adjacent materials should be verified with the manufacturers of the foam or tape. Before and after installation of expanding foam or pre-compressed tape, check to make sure the fenestration product operates properly. Do not apply, or continue to apply, expanding foam or pre-compressed tape unless the window or door opens and closes easily. (The window or door should be closed during installation of Type A or B materials.) Figure 3-11 Type B Material to fit Small Gaps NOTE: Some Type B materials are pre-compressed to 3/16 to fit into minimal gaps between the window frame and the wall. Precautions When Using Expanding Foam Products Select a product that will provide an airtight seal. Do not over fill the gap. With Type A products, allow for foam expansion during cure. Always follow foam and window manufacturers' instructions to avoid excessive expansion of the foam and distortion of the window frame. Take special care with shimming and squaring the window or door. Before any material is used to fill the rough opening gap, cut off the excess portions of the shims. Trim and caulk around shims before applying expanding foam products. In cases where no nailing flange is used, apply caulking at the exterior shim location before capping or installing exterior wall cladding material. Apply foam or pre-compressed tape tightly up to the shims to link with caulking. If expanding foam or pre-compressed tape is to be used between the pan flashing and the window or door, it should not distort the sill pan or interfere with proper drainage. NOTES: 3-5
21 ADDENDUM SECTION 4 4. HEAD FLASHING FOR WINDOWS (METHOD "B1") (Replaces Section in InstallationMasters TRAINING MANUAL) 4.A. HEAD FLASHING FOR WINDOWS (METHOD "B1") 1. Apply a bead of sealant at the head, directly over the fasteners and/or pre-punched holes in the mounting flange. Do not extend the bead beyond the mounting flange at the jamb. (See Figure 4-1) Note: Applying sealant to the flange or 8-1/2" above the rough opening is not necessary if using self-adhering flashing over the mounting flange. 2. Apply a second bead of sealant on the header, 8-1/2" above the rough opening, in line with where the top of the flashing will be placed. (The top of the head flashing will be pressed into this bead of sealant.) Continue this bead of sealant over the top edge of the jamb flashing in order to fully integrate the head and jamb flashing together. (See Figure 4-2) 3. Tuck the head flashing under the flap of the weather resistant barrier at the head, extending the ends 10" beyond the rough opening. (See Figure 4-3) 4. Press the head flashing into the sealant beads previously applied, until the sealant appears along the bottom and top edges. This will help remove any voids or air pockets behind the flashing. 5. Make sure that the head flashing extends 10" beyond the rough opening, over the top of the jamb flashing, and is embedded into the sealant. 6. Fasten the head flashing into place along the top edge using staples or other appropriate fasteners. 7. Finally, remove the previously applied tape, which holds the flap of the weather resistant barrier at the head. 8. Allow the flap to lie flat over the head flashing. 9. Apply a new piece of sheathing tape over the entire diagonal cut made in the weather resistant barrier. (See Figure 4-4) 10. Compress the tape against the weather resistant barrier and the head flashing that extends over the jamb. Figure 4-1 Install Window, then Apply Sealant Over Mounting Flange at Head (Method "B1") 4-1
22 ADDENDUM SECTION 4 Figure 4-2 Head Flashing NOTE: For Methods A1 and B1, the weather-resistive barrier (WRB) has been installed. Figure 4-4 Tape Down Flap at Head (Method "B1") NOTES: Figure 4-3 Apply Head Flashing 4-2
23 ADDENDUM SECTION 5 5. HEAD FLASHING FOR DOORS (METHOD "B1") (Replaces Section in InstallationMasters Training Manual) 5.A. HEAD FLASHING FOR DOORS (METHOD "B1") 1. Apply a bead of sealant at the head (over the mounting flange) of the installed door, directly over the fasteners and/or pre-punched holes in the mounting flange. Do not extend the bead beyond the mounting flange at the jamb. (See Figure 5-1) Note: Applying sealant to the flange or 8-1/2" above the rough opening is not necessary if using self-adhering flashing over the mounting flange. 2. Apply a second bead of sealant on the header, 8-1/2" above the rough opening, in line with where the top of the flashing will be placed. (The top of the head flashing will be pressed into this bead of sealant.) Continue this bead of sealant over the top edge of the jamb flashing in order to fully integrate the head and jamb flashing together. (See Figure 5-2) 3. Tuck the head flashing under the flap of the weather resistant barrier at the head, extending the ends 10" beyond the rough opening. (See Figure 5-3) 4. Press the head flashing into the sealant beads previously applied, until the sealant appears along the bottom and top edges. This will help remove any voids or air pockets behind the flashing. 5. Make sure that the head flashing extends 10" beyond the rough opening, over the top of the jamb flashing, and is embedded into the sealant. 6. Fasten the head flashing into place along the top edge using staples or other appropriate fasteners. 7. Finally, remove the previously applied tape, which holds the flap of the weather resistant barrier at the head. 8. Allow the flap to lie flat over the head flashing. 9. Apply a new piece of sheathing tape over the entire diagonal cut made in the weather resistant barrier. (See Figure 5-4) 10. Compress the tape against the weather resistant barrier and the head flashing that extends over the jamb. Figure 5-1 Install Door, then Apply Sealant Over Mounting Flange at Head (Method B1 ) 5-1
24 ADDENDUM SECTION 5 Figure 5-2 Application of Second Bead of Sealant NOTE: For Method "B1", the weather-resistive barrier (WRB) has been installed. A flap at the head of the door has been temporarily taped out of the way to allow for flashing and door installation. Figure 5-4 Secure Weather-Resistive Barrier (WRB) at Head NOTES: Figure 5-3 Install Head Flashing (Method "B1") 5-2
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