Marvin Window 19970019 Structural Install User Manual To The B4cd05aa 25af 43bf Adc5 Dc5a4c3af43b

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Window Installation
Structural Installations

These instructions are applicable for the following Structural installations:
Clad Ultimate Double Hung Magnum

Wood Ultimate Double Hung Magnum

These instructions are applicable for the following StormPlus products:
Clad Casemaster1
Clad Ultimate Double Hung (CUDH)2
Clad Direct Glaze Polygon/Round Top

Wood Casemaster1
Wood Ultimate Double Hung (WUDH)2
Wood Direct Glaze Polygon/Round Top

ABSTRACT
These instructions advise the window installer/carpenter/contractor on the recommended way to install Marvin
windows where structural installation is necessary, including those rated for use in Impact Zones 2 and 3. Exact
installation methods for Impact Zone 4 windows are NOT included. Instead, refer to the Notice of Acceptance (see
details inside).
In addition to steps for installing your window, included within are: Rough opening (RO) preparation for recessed
masonry applications; RO prep and sealing details for standard wood frame construction; detailed fastening
methods and more.
The procedures within these instructions are consistent with those used in testing to achieve the advertised DP
rating. Contact your local Marvin dealer if your construction scenario differs from those detailed within.
Regional standard practices, environmental conditions and codes may vary and supersede the procedures
contained within. The responsibility for compliance is yours: the installer, inspector, and owner(s). See
the Technical Installation Specifications inside for more details.
1Includes

2Includes

Awning, Operator, Picture 1″, Stationary 3/4″, Round Top Operator, and Round Top Stationary.
Picture, Transom, Round Tops and Polygon

19970019
2007--11--01

Table of Contents

Page
Technical Installation Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installer and Builder Information, Homeowner Information, and Aftermarket Products
Step One -- Rough Opening and Framing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Concrete Block with Plywood Buck, Concrete Block with 2″ Buck or Standard Wood Framing
Step Two -- Unit Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Packaging, Shipping Blocks, Jamb Extension, Nailing Fin and Wood Brick Mould Casing
Step Three -- Installing the Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Shimming, Plumbing and Squaring
Installation Methods and Fastener Spacing Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3
4
6
7
8

Fastening Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Wood Screws/Concrete Anchors, Structural Masonry Clips, Installation Brackets
Special Fastening Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
StormPlus Ultimate Double Hung IZ3 Storm Brackets
Step Four -- Final Sealing Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Standard Frame Construction and Recessed Masonry Applications.
Continuous Air Barrier Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installation, Integration, and window installation tips for house wrap and building paper applications
Window Flashing Detail (non recessed masonry) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Removing Interior Stops, Liners, and Fillers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Removing Casemaster interior stops, Removing Ultimate Double Hung jamb carriers
Removing Sash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Ultimate Double Hung and Casemaster Operators
StormPlus IZ4 Notice of Acceptance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Warranty
Painting and Staining Information

1

Technical Installation Specifications
The following details are specified for proper installation and for the unit to meet the advertised design pressure
(DP) rating.
S Properly flash and/or seal all windows at the exterior
perimeter.
S Sealants used for installation must be Grade NS Class 25
per ASTM C920 and compatible with the building exterior,
window exterior surface, and flashing/water management
materials.
S Flashing materials must comply with ASTM E2112--01,
section 5.13 and be compatible with all materials used in
installation including panning systems, air barriers and
building papers, sheathing, and the window unit.
Flashing material must not contain asphalt and must
be compatible with flexible PVC (vinyl) when used in
conjunction with nailing fin.
S The following materials were used to develop these
instructions in the Continuous Air Barrier Systems section:

S Rough Opening Width: 1/4″--1″ (6--25) wider than
window/door frame outside measurement.
S Rough Opening Height: 1/4″--1/2″ (6--13) higher than
window/door frame outside measurement.
S Masonry Opening Width: 1/4″--1/2″ (6--13) wider than
window/door frame outside measurement.
S Masonry Opening Height: 1/8″--1/4″ (3--6) higher than
window/door frame outside measurement.
Architectural Detail Manual Specifications:
S Rough Opening:Width 1″ (25); Height 1/2″ (13).
S Masonry Opening:Width 1/2″ (13); Height 1/4″ (6).

Weather Resistant Barriers: DuPontt Tyvek®
HomeWrap or Grade D building paper.
Flashing Materials: DuPontt FlexWrap or DuPontt
Straight Flash, DuPontt Tyvek® Tape.
Sealant: OSI® Quad Pro--Series®; solvent release
butyl rubber sealant or DAP DynaFlex230t.
Panning System: Marvin SillGuardt.
Other materials may be used but must be
compatible with one another. Refer to each
product’s technical specifications for compatibility
and usage.
S Optional foams used for installation must be low expansion
only. Foam and foam application must comply with ASTM
E2112--01, SEC 5.9.2.

S If using less than a nominal 2″ x buck in masonry
openings; the rough opening must be no more than
1/2″(13) wider and 1/4″(6) taller than the outside
measurement of the frame. Installation methods are
limited to Jamb Screw method using 3/16″ concrete
screws.
S Marvin recommends the use of sloped sills on all concrete
openings (either pre--cast or poured).
S Regarding recessed masonry openings: the window
frame must not come in direct contact with
masonry/concrete/concrete block. Construct framing
from treated lumber or plywood and fasten to the masonry
opening jambs, header, and sill. This framing must be
designed (and anchored to the opening) properly to
withstand certified and advertised DP ratings for your
particular unit.

S Shims are required between the window frame and framing
members at all locking points and at every point of
attachment (excluding nailing fin and brick mould casing)
as well as at all points detailed within these instructions.
S For units with flat casing install with installation brackets,
structural masonry brackets, or jamb screws.

S For installations in typical wood frame construction (with
sheathing and building paper or air barrier material)
where a continuous air barrier system is used, refer to
ASTM E2112--01 or reference the “Continuous Air
Barrier Systems” section for details on preparing the
rough opening and sealing the installation.

S Do not use chemically treated products for shim material.

S For installations in concrete block, or masonry
construction, etc., follow local codes for sealing and water
management details.

S Fasteners penetrating chemically treated lumber must be
a minimum of 0.90 oz/ft2 zinc hot dipped galvanized or
stainless steel type 304 or 316.

Be aware that the use of rigid sill pans and
other barriers will decrease the rough
opening height clearance. Adjust opening
dimensions accordingly.

S Clad window frames must not come into direct contact with
chemically treated wood products.

2

Before You Begin
Installer and Builder Information
S Read these instructions thoroughly BEFORE beginning to
install your Marvin window product.

S It is the responsibility of the builder, installer and
subcontractors to protect the interior and exterior of
windows or doors from excessive contact with harsh
chemical washes, construction material contamination and
moisture. Damage to glazing, hardware, weatherstrip and
cladding/wood can occur. Protect with painters tape and/or
protective sheathing as required. Follow all guidelines
regarding material use, preparation, personal safety and
disposal.

S Always provide a copy of these instructions for the current
or future building owner.
S Plan sizing of rough opening and clearance from exterior
finishing systems to allow for normal materials shrinkage or
shifting (e.g. wood structure with brick veneer, allow
adequate clearance at sill). Failure to do so can void the
Marvin warranty coverage.

S Refer to the enclosed painting and staining instructions on
the last page for exterior and interior finish instructions.

S Refer to the Technical Installation Specifications section
for technical specifications regarding the installation of this
product. These installation requirements as well as the
details in this section must be followed to achieve the
advertised design pressure (DP) rating of this product.

S Contact your Marvin supplier if you have any questions
regarding product and materials used in manufacturing or
questions on replacement parts.

Aftermarket Products
Alterations to Marvin products including window films, insulating or reflective interior window treatments or additional glazings
can cause excessive heat buildup and/or condensation. They may lead to premature failures not covered under warranty by
Marvin Windows and Doors.
Before purchasing or applying any product that may affect the installation or performance of Marvin windows contact the
manufacturer of aftermarket product/glazings that are not supplied by Marvin and request written product use, associated
warranties and damage coverage. Provide this information and warranties to the end user and/or building owner for future
reference.

Hazard Notations
Please familiarize yourself with the following hazard notations used throughout this instruction.

Icon

Description

Usage

Caution

Mistakes or misuse could cause damage to the window or result
in faulty installation and unit performance.

Warning

Mistakes or misuse could result in personal injury and/or
severe damage to unit, equipment, and/or structure.

Seek
Assistance

Help from another individual is necessary to perform this task
safely and correctly.

Tips/Hints

Information on alternative procedures, definitions, helpful hints.

Standard Parts Shipped

You Will Need to Supply

Units are sent with hardware; clad units are sent with
four (4) nailing fin corner gaskets. Follow installation
instructions included with part if applicable. UDHM
units are sent with a fastening package and supplemental installation instructions.
NOTE: Depending on the installation method, other
material may be needed to properly prepare and seal
the installation such as self sealing adhesive membrane, building paper, and seam seal tape, etc.

Safety glasses
Hearing protection
Level
Square
Hammer
Wood shims
Fiberglass insulation
Tape measure
Perimeter sealant1
Backing material (foam backing rod)
Low expansion foam insulation2
Appropriate fastener (see fastener chart)
Construction adhesive3

WARNING: Always practice safety!
Wear the appropriate eye, ear and hand
protection, especially when working
with power tools.

NOTE: Numbers listed in parentheses ( ) are metric
equivalents in millimeters rounded to the nearest whole
number.
1Sealant

must be Grade NS Class 25 per ASTM C920 and compatible with building exterior and window surface.
use low expansion foam insulation only. Foam and foam application must comply with ASTM E2112, section 5.9.2.
3APA rated AFG--01 spec
2Optional,

3

Step 1: Rough Opening and Framing Requirements
This section gives requirements for framing and rough opening clearances. Masonry or concrete openings must be
lined with a treated wood product (wood buck). You must fasten the buck to the masonry opening in a fashion that
will withstand conditions which would be encountered under the certified and advertised DP ratings for this window.
The structural integrity of this installation is only as good as the bond between the wood buck and the masonry
opening. For more details, contact your Marvin representative.
NOTE: Wood buck material thickness may vary. Illustrations show a 1/2″ plywood and 2 x 4 buck. Installations
using material less than 2″ nominal material must use the jamb screw method of attachment and use 3/16″ concrete
anchors.

Treated
2 x 4 buck

Construction
adhesive

(a)

Adhesive
flashing
Masonry
anchor

1/2″ treated
plywood

(c)

(b)
Figure 1: Preparing openings for concrete block openings.

NOTE: If your installation requires screwing through
the sill for structural purposes, place a bead of sealant
where the screws will penetrate the rigid sill panning.

1. On concrete block, masonry, or similar situations, line
the sides, head jamb, and sill with treated lumber.
Attach the lumber to the masonry opening with
construction adhesive and masonry anchors which
should penetrate the masonry opening by at least
1″--1 1/2″ (25--38). See figure1a and 1b.

4. The window frame must not come in contact with
treated lumber. If you will not be using rigid panning
or shimming at the sill, apply a barrier such as a self
sealing adhesive flashing to the rough opening sill.
See figure 1 c.

2. For standard wood frame construction, prepare the
opening following local codes, ASTM E2112--1, or follow the steps in the “Continuous Air Barrier Systems” section.
3. If rigid panning is used, place a bead of silicone or
construction adhesive over any fasteners used to
hold the panning to the sill.

4

Step 1: Rough Opening and Framing Requirements (cont.)
1/2″

1/4″
1/4″

1/2″

Masonry Opening

Rough Opening

Figure 2: Preparing openings for concrete block openings.

5. Rough openings1 (RO) should be 1″ (25) wider than
the outside measurement of the frame and 1/2″ (13)
higher. Masonry openings (MO) should be 1/2″ (13)
wider than the outside measurement of the frame or
casing and 1/4″ (6) higher than the outside measurement of the frame or casing. When framing rough
opening, care should be taken to ensure the sill plate
is level and the opening is square, straight and plumb.
See figure 2.
ATTENTION: Be aware that use of rigid sill pans and

other barriers will decrease the rough opening height
clearance. Adjust opening dimensions accordingly.

CAUTION! If the previous conditions are
not met, the installer must take corrective
actions to alter the opening(s) before
proceeding. It is also essential that the sheathing
behind the wall be a solid surface to ensure that
the unit can be secured firmly to the wall.

1Rough

NOTE: On standard wood frame construction with
brick veneer, make sure there is at least 1/2″ (13)
between bottom of window sill (or eventual
placement of the window) and the top row of brick
to avoid “brick bind”.

opening gap must be no more than 1/4″ for products certified for use in IZ4 regions.

5

Step 2: Unit Preparation
1. Remove the protective packaging from the unit
and dispose/recycle properly. Inspect unit for
any hidden damage and report immediately to
your Marvin representative. Provide the customer service number etched on one of the top
corners of the glass. See figure 3.

Customer service number

2. Remove any shipping clips unless noted otherwise.
NOTE: Do not remove the vinyl shipping blocks
or shipping tube assembly on Ultimate Double
Hungs until installation is complete (unless
installing with jamb screws).
3. If used on clad units, position the factory applied
nailing fin/drip cap in the upright position. See
figure 4.
4. On wood units with brick mould casing, apply
sealant at the casing to frame joint along the
jambs and head jamb, at the sill horn to casing
joint, and at the miter corners of the casing. See
figure 5.

Figure 3:

5. If you are installing a window with installation
brackets or structural masonry clips, fasten to
the window now. Follow the fastener spacing in
the “Installation Methods and Fastener
Spacing Chart”. Follow the instructions provided with the brackets for details on how to fasten to unit. Ultimate Double Hung Magnum
units are sent with supplemental instructions
which detail how to remove the sash and jamb
fillers.
6. If you will be fastening with screws through the
jambs, head jambs, and sill, remove your sash
and covers or liners at this time. Refer to the
section, “Removing Interior Stops, Liners,
and Fillers” and “Removing Sash” for details.

Figure 4: Extend nailing fin.

7. Install jamb extension before installing the window in the rough or masonry opening. Follow instructions provided with the jamb extension.

Figure 5: Apply back--caulking to BMC.

6

Step 3: Installing the Window
The following steps provide details for structural fastening of the window to the opening. When installing windows
with nailing fin or wood brick mould casing, it may be desirable to first attach the window using these fastening
methods in conjunction with steps 1--5. Then complete the installation by fastening with structural masonry clips,
installation brackets, or screws. Always follow fastener spacing and allowable methods outlined in the “Installation
Methods” and “Fastener Spacing Chart” sections. On applicable construction using a continuous air barrier
system, prepare the opening before installing the window. Refer to the “Continuous Air Barrier Systems” section
for details.

Measure
diagonally
for square

(b)

(a)

(c)

Figure 6: Plumb and square unit. (Illustration shows both masonry clip and jamb screw installation.)

5. Fasten and shim about 4″ (102) from the top to square
the unit in the opening. Take diagonal measurements
of the window. When equal, the window is square in
the opening. Adjust the shims and fasteners until the
unit is square in the opening. See figure 6b.

Seek Assistance: Some large windows
and/or assemblies are very heavy. Avoid
injury by getting help to lift and position the
window into the rough opening.

CAUTION: Proper shimming is extremely
important. Under--shimming or over-shimming will result in bowed jambs and
or head jamb. Both conditions can contribute to
improper window operation and performance.

1. If rigid sill pan is not used, pan sill with alternate methods or shim under window sill to ensure it does not
come in direct contact with treated lumber.
2. On some larger units such as the Ultimate Double
Hung Magnum, it may be necessary to remove the
sash prior to installation. See the sash removal section for details.

Installation Tip: On operating units, one
method to ensure that the unit is installed
square is to check the reveal (gap) between the
operating sash and the frame. An even reveal around
the entire sash generally indicates a correctly
installed unit and will ensure smooth operation.

3. Center the window in the opening. Level at the sill
and plumb the frame (interior/exterior) to desired
depth.
4. Fasten and shim the jambs at the bottom with the appropriate fastener (follow instructions in the “Fastening Methods” section). See figure 6a. Ultimate
Double Hung Magnum are sent with supplemental
instructions that explain how to fasten through the
jamb and head jamb.
NOTE: Some units such as the Ultimate Double Hung
Magnum and IZ3 Ultimate Double Hung, feature unique
fastening systems. For these windows refer to the “Special Fastening Systems” section for details.

6. Complete shimming and fastening at locations and
spacing specified in the “Installation Methods and
Fastener Spacing Chart”. See figure 6c.
7. Recheck the diagonals one more time to make sure
the unit is square in the opening. Adjust fasteners as
necessary to bring to square.
8. Once the unit is installed square and plumb, operate
the sash (on operable units) to make sure it is operating properly. If not, you may have to make some additional adjustments to the shims and fasteners.
9. If removed, replace your stops, covers, and liners.
7

Installation Methods and Fastener Spacing Chart
IMPORTANT: Follow ALL fastener methods in the corresponding box.
Example: If the box contains A,B,E; follow all instructions for A,B,E.
Installation Method

Product

Wood BMC/Flat Casing
StormPlus
Impact
Zones

Masonry Clips
StormPlus
Impact
Zones

Fastener
Method

Fastener
Method

Screws
StormPlus
Impact
Zones

Fastener
Method

Jamb
Fastener
Length

Sill Fastener
Length

CCM Awning

2, 3

C, E

2, 3

D, E

3″

2″

CCM Operator

2, 3

C, E

2, 3

D, E

3″

2″

CCM Round Top Operator

3

C, E

3

D, E

3″

2″

CCM Picture 1″

2, 3

C, E

2, 3

D, E

3″

2″

CCM Picture Round Top 1″

3

C, E

3

D, E

3″

2″

CCM Stationary 3/4″

2, 3

C, E

2, 3

D, E

3″

2″

CCM Round Top Stationary 3/4″

3

C, E

3

D, E

3″

2″

Step 4: Installing the Window

CDG Polygon

2, 3

C, F

2, 3

D, E*

3″

3″

CDG Round Top

2, 3

C, F

2, 3

D, E*

3″

3″

CUDH

2, 3**

C

2, 3

D

2 1/2″

N/A

CUDH Picture 2″

2, 3**

C

2, 3

D, G

2 1/2″

N/A

CUDH Transom 1 5/8″

2, 3**

C

2, 3

D, G

2 1/2″

N/A

CUDH RT/Polygon

3**

C

3

D

2 1/2″

N/A

CUDH Magnum

N/A

C

N/A

H

Supplied

N/A

CUDH Magnum Picture/Transom

N/A

C

N/A

H

Supplied

N/A

WCM Awning

2, 3

A, B, E

2, 3

C, E

2, 3

D, E

3″

3 1/2″

WCM Operator

2, 3

A, B, E

2, 3

C, E

2, 3

D, E

3″

3 1/2″

WCM Round Top Operator

3

A, B, E

3

C, E

2, 3

D, E

3″

3 1/2″

WCM Picture 1″

2, 3

A, B, E

2, 3

C, E

2, 3

D, E

3″

3 1/2″

WCM Stationary 3/4″

2, 3

A, B, E

2, 3

C, E

2, 3

D, E

3″

3 1/2″

WCM Round Top Stationary 1″

3

A, B, E

3

C, E

2, 3

D, E

3″

3 1/2″

WDG Polygon/Round Top

A, B, F

A, B, E

2, 3

C, F

2, 3

D, E*

3″

3 1/2″

WUDH

A, B

A, B, E

2, 3

C

2, 3

D

2 1/2″

WUDH Picture/Transom

A, B

A, B, E

2, 3

C

2, 3

D, G

2 1/2″

WUDH Picture/Transom RT/Polygon

2, 3

C

2, 3

D, G

2 1/2″

WUDH Magnum

N/A

C

N/A

H

Supplied

N/A

WUDH Magnum Picture

N/A

C

N/A

H

Supplied

N/A

NOTE: Units with clad brick mould casing or clad flat casing must be installed using wood screws or masonry clips.
* Sill screws required on all sizes. Use appropriate fastener length from table above and requirements in detail “F”.
**StormPlus UDH IZ3 products have two storm brackets attached to each jamb. Installations using masonry brackets must have the storm brackets fastened to the
RO with two #8x2 1/2″ screws.
N/A: Not applicable.

IMPORTANT: Shims must be placed behind or above all fasteners between the window frame and rough opening.

Fastener Methods
A. Attach BMC with 16d casing nails 2″ from each corner on all sides and spaced no more than 10″ on center around the
entire perimeter.
B. Attach installation brackets to rough opening framing with one 1 5/8″ sheetrock screw 6″ from each corner and 12″ apart
on center at head jambs and jambs.
C. Attach masonry clips to rough opening framing with two 1 5/8″ sheetrock screws 5″ from each corner on all sides and
12″ apart on center around the entire perimeter. Angle screws 15 degrees toward the center thickness of the wood buck.
D. Attach to rough opening framing with #8 wood screws 6″ from each corner and spaced 12″ on center. Screws must
penetrate at least 1″ from each edge of wood framing at a depth of no less than 1 1/4″.
E. On units 28″ or wider, attach frame sill to rough opening framing with a #8 wood screw 5″ from each corner and 15″ apart
on center. Screws must penetrate at least 1″ from each edge of wood framing at a depth of no less than 1 1/4″
F. Attach sills to rough opening framing with a #8 wood screw 6″ from each corner and 12″ apart on center. Screws must
penetrate at least 1″ from each edge of wood framing at a depth of no less than 1 1/4″.
G. Attach three masonry clips on both jambs within 6″ of the bottom corner.
H. Attach through all pre--drilled holes in jamb and head jamb.

8

Fastening Methods
Although structural installations may involve fastening with wood brick mould casing, there are three ways to fasten
your jambs to the opening for structural purposes. #8 Wood screws (or 3/16″ concrete anchors), installation brackets,
or structural masonry clips. Refer to the “Installation Methods and Fastener Spacing Chart” for proper fastening
requirements for your particular product. Illustrations show a concrete block opening but apply to typical wood frame
construction as well.

Wood BMC

Masonry Clips/Installation Brackets

1. Fasten units using wood brick mould casing with 16d
casing nails spaced at the range specified in the
“Installation Methods and Fastener Spacing
Chart”. See figure 7.

1. Depending on construction method or wall type, you
may need to modify the structural masonry clip to fit
the opening. Once bent around the framing or opening, drill two 5/32″ (5) holes in the bracket no more
than 1/4″ (6) from the edge of the framing. See
figure 8.
Shim

1/4″
5/32″ holes

16D
casing
nails

Screws

Figure 8

2. Similar to masonry clips, you may need to modify
your installation brackets for proper fastening.

Figure 7

3. Once your brackets or clips have been wrapped
around the framing/buck/opening, fasten with two
#8 x 1 5/8″ screws. Angle the screws approximately
15 degrees away from the window. Always shim
above or behind installation brackets.

9

Fastening Methods (cont.)
Jamb/Sill Screws
3. On Ultimate Double Hung units, locate the screw in
the jamb carrier kerf (jambs) and in the kerf used to
hold the parting stop (head jamb). Make sure to
countersink the screw so that it doesn’t interfere with
installation of the jamb liner and/or parting stop. See
figure 10.

1. After removing covers or liners, fasten units to the
framing with #8 wood screws or 3/16″ concrete anchors1. Adjust length of fastener so that it penetrates
no less than 1 1/4″ (32) into framing/opening. When
fastening through the sill, always pre--drill and fill
hole with sealant before driving the screw. Always
place a shim behind or above the screw location on
jambs and head jambs.
NOTE: When using masonry anchors, be sure to follow
manufacturer’s guidelines for proper installation. Some
types require pre--drilling.
2. On Casemaster units, position the screw so that it
misses any operating hardware (if applicable). With
typical installations, you should be able to locate the
screw in the center groove in the frame and just to the
exterior of the kerf that holds the head jamb stop. See
figure 9.

Fastener

Figure 10: Exterior View, fastening through UDH frames.

4. On IZ3 Ultimate Double Hung units, fasten through
the “Storm Brackets” on the jambs with two
#8 x 2 1/2″ (64) wood screws through the top bracket
and one screw through the bottom bracket. See the
“Special Fastening Systems” section for more details.
Fastener

Figure 9: Exterior view, fastening through Casemaster frames.

1Use

concrete anchors when wood buck material is less than 2″ nominal thickness.

10

Special Fastening Systems
StormPlus Ultimate Double Hung IZ3 Storm Brackets

(a)

(d)

(e)

(b)

(c)

(f)

Figure 11: Fastening UDH Storm Brackets.

5. Extend
storm
brackets during inclement weather by
inserting a stick pin,
nail, or pen through
the hole in the
bracket. Then slide
the bracket away
from the window
frame as shown in
figure 12.

1. Ultimate Double Hung IZ3 units have two storm
brackets attached to each jamb. If you are using
the jamb screw method for installation you will notice these when you remove the clad and wood fillers. If you are using the masonry bracket method,
you must first remove the check rail dust block and
pull out the bottom part of the top jamb weather
strip as well as remove the bottom sash stay. See
figures 11a and 11b.
2. Push the clad jamb filler up as far as it will go to reveal the predrilled hole in the jamb carrier. Fasten
the jambs through the storm bracket by driving one
of the #8 x 2 1/2″ screws through the pre--drilled
hole in the jamb. See figure 11c.

Figure 12: Using storm brackets

3. Press the top jamb weatherstrip back into place.
Slide the bottom jamb filler down as far as it will go.
Fasten the jamb through the storm bracket by driving two of the #8 x 2 1/2″ screws through the pre-drilled holes in the jamb. See figure 11d.

WARNING: IZ3 storm protection for
CUDH operators requires that storm
brackets be put in the extended position.
If the homeowner will be away from home for any
period of time in which strong winds are possible, it is recommended that the storm brackets
be pulled out to the extended storm ready position before leaving home.

4. Slide the bottom jamb filler back up until it touches
the jamb weatherstrip. Replace the check rail dust
block and the bottom sash stay. See figures 11e
and 11f.

11

Step 4: Final Installation Procedures
This section does not include details on sealing installations that incorporate a continuous air barrier system such
as house wrap or building paper in standard wood frame construction. For flashing details in this application refer
to the section, “Continuous Air Barrier Systems -- Flashing the Installation”.
Sealant

Backer
rod
Sealant

(a)

(b)

(c)

Figure 13: Sealing recessed masonry openings

3. In some situations such as recessed masonry
openings, you can use frame expander or other
clad accessories to finish the exterior. If this is the
case, apply a bead of sealant between the accessory and the masonry at the head jamb and jamb
sections. Leave the sill portion unsealed to allow
water to escape. See figure 13c.

1. Place a bead of sealant at the wood buck to masonry
joint. See figure 13a.
2. For recessed masonry applications, Marvin recommends sealing at the buck to frame joint with appropriate width backer rod and sealant around the entire perimeter. Finish as applicable local code dictates. See figure 13b.

Low
expansion
foam

Fiberglass
insulation

Figure 14: Insulating the rough opening

4. Apply a 1″--2″ (25--51) thick bead of low expansion
foam insulation on the back side of the nailing fin,
brick mould casing or other trim. Do not apply too
much as it is possible to bow the jambs. Now insulate
loosely around the window with fiberglass insulation. See figure 14.

5. Interior and mullion trim: Install mullion trim after
interior trim or casing is applied. On Ultimate
Double Hung units, be sure to use nails and staples that are no longer than 3/4″ (19). Place fasteners at least 1″ (25) from the edge of interior jamb
liner.
12

Continuous Air Barrier Systems -- Preparing the Opening
The following section shows the recommended rough opening preparation for both air barrier and building paper
scenarios where a flanged, rigid sill pan is used. Refer to the “Rough Opening Preparation--Alternative Method”
section if you do not use a rigid sill pan. Refer to ASTM E2112--1 for the other situations not covered in this document.

Air Barrier Applications

Seam
seal
tape

Sealant

6″
3/4″
Rigid
panning

Sealant

(a)

(b)

(c)

(d)

Figure 15: Rough opening preparation for construction methods using a continuous air barrier system and rigid sill panning.

1. Trim air barrier across top of head jamb. Trim up
from the bottom corners about 2″ (51) (or half the
height of the panning flange) and then make an additional horizontal cut about 2 1/2″ (64) wide (or the
width of the panning flange). From the horizontal cut,
make two 45 degree cuts toward the center. Cut vertically from the head jamb to where the two 45s
meet. See figure 15a.

3. Run a bead of sealant approximately 3/4″ (19) from
the edge of the opening. Start the bead about 6″ (152)
up from the sill (or the height of the sill panning). See
figure 15b.
4. Install rigid sill panning following manufacturer’s instructions. Wrap side flaps to the interior and tack in
place. Seal the horizontal cut in the air barrier with
seam seal tape. See figure 15c.

2. Flip top flap up and tack in place temporarily. Fold sill
portion to the interior and tack in place. The side
flaps should be loose until rigid panning is installed.
See figure 15b.

5. Apply a continuous bead of sealant 3/4″ (19) from top
and sides of window opening (or where casing or casing flange will contact the structure). Do not apply
sealant to RO bottom. See figure 15d.

ATTENTION: Be aware that use of rigid sill pans and

other barriers will decrease the rough opening height
clearance. Adjust opening dimensions accordingly.

13

Building Paper Applications

Perimeter
sealant
Jamb
depth

12″

12″
13″

(a)

(c)

(b)

(d)

(e)

Figure 16: Rough opening preparation for construction methods using building paper and rigid sill panning.

1. Cut a 9″ (229) wide strip of Grade D building paper
approximately 24″ (610) longer than the window
rough opening width. Center the strip even with the
bottom of the RO and staple along the top edge only.
See figure 16a.

4. Cut a 13″ (330) piece of Grade D building paper
24″ (610) longer than the RO height (adjust width for
jamb depth). Tack the pieces in place, overlapping the
RO by as much as the jamb depth. Use a utility knife
to cut the paper even at the head jamb and sill. Fold
jamb flaps to the interior and tack in place. See figure
16d.

2. Run a bead of sealant approximately 3/4″ (19) from
the edge of the opening. Start the bead about 6″ (152)
up from the sill (or the height of the sill panning). See
figure 16b.

5. Apply a continuous bead of sealant 3/4″ (19) from the
top and sides of window opening. Do not apply sealant to RO bottom. Seal any fasteners used to attach
panning to the sill. See figure 16e.

3. Install rigid sill panning following manufacturer’s instructions. See figure 16c.

14

Continuous Air Barrier Systems -- Flashing the Installation
Air Barrier Applications
Drip cap

Cut membrane
at head jamb
and fold back

Seam
seal tape

Sealant

Corner
gasket

Fold and
adhere
membrane
to jamb
Fold air
barrier
down over
membrane.

Install adhesive
membrane at
head jamb to
cover drip cap
and membrane
at jambs.

Install adhesive
membrane to
cover paper and
lap onto window
jamb.

(a)

(b)

(c)

Figure 17: Sealing the installation in air barrier applications.

NOTE: Illustrations and text in this section refer to
units built without brick mould casing or flat casing.
Procedures are identical for windows with casing unless where noted.

3. Lap vertical strips of self sealing adhesive membrane onto the unit or casing and out over the air barrier. Make small cuts at the head jamb to allow the
membrane to fold back onto the exterior. See
figure 17b.

IMPORTANT: Nailing fin is not designed to be a
weatherproof flashing.

4. Install another layer of adhesive membrane lapping
onto head jamb of unit and over sheathing. Membrane flashing at head jamb should extend and cover flashing membrane previously installed at jambs.
See figure 17b.

1. Apply nailing fin corner gaskets to each corner of the
nailing fin. Follow instructions on back of gasket.
(Units with clad flat casing do not use corner gaskets.)

5. Fold head jamb air barrier down over the head jamb
flashing. Apply seam seal tape over the diagonal cut
in air barrier. Make sure the tape laps onto the unit
or casing. Tape and seal any seams and fasteners
directly above the unit. See figure 17c. Proceed to
the “Final Sealing Procedures” section.

2. If not completed, install a drip cap along the head
jamb or head jamb casing. Be sure to apply a bead
of sealant along the back sides of both vertical and
horizontal surfaces of the cap that come in contact
with the window, window casing, and/or sheathing.
See figure 17a.

15

Building Paper Applications
Drip cap

Overlap subsequent
courses behind paper
previously installed at
jamb.

Cut membrane at head
jamb and fold back.

Sealant

Tuck bottom double ply
layer of building paper
under paper at sill.
Corner
gasket

Fold and adhere
membrane to jamb.

(c)
Install adhesive
membrane at head
jamb to cover drip
cap and membrane
at jambs.
Install adhesive
membrane to cover
paper and lap onto
window jamb.

(a)

(b)

Install building
paper over
window head.

Extend 6″ past
paper at jambs
on either side.

(d)

Figure 18: Sealing the Installation in building paper applications

3. Lap vertical strips of self sealing adhesive membrane
onto the unit or casing and out over the air barrier or
building paper. Make small cuts at the head jamb to
allow the membrane to fold back onto the exterior.
See figure 18b.

NOTE: Illustrations and text in this section refer to
units built without brick mould casing or flat casing.
Procedures are identical for windows with casing unless where noted.

4. Install another layer of adhesive membrane lapping
onto head jamb of unit and over sheathing. Membrane flashing at head jamb should extend and cover
flashing membrane previously installed at jambs.
See figure 18b.

IMPORTANT: Nailing fin is not designed to be a
weatherproof flashing.
1. Apply nailing fin corner gaskets to each corner of the
nailing fin. Follow instructions on back of gasket.
(Units with clad flat casing do not use corner gaskets.)

5. Tuck a double ply layer of building paper under the sill
flashing. At the jambs, install a double ply roll beneath
the jamb flashing overlapping the previous course by
at least 2″ (51). Continue installing courses beyond
the height of the window unit as shown. See
figure 18c.

2. If not done already, install a drip cap along the head
jamb or head jamb casing. Be sure to apply a bead
of sealant along the back sides of both vertical and
horizontal surfaces of the cap that come in contact
with the window, window casing, and/or sheathing.
See figure 18a.

6. Size and cut a double roll of building paper to bridge
the opening between the paper courses at the sides.
This course should extend past the paper previously
installed by at least 6″ (152). See figure 18d. Proceed
to the “Final Sealing Procedures” section.

16

Window Flashing Detail (non recessed masonry)

Head jamb
flashing
Seam
seal tape
Sealant

Drip cap

Jamb
flashing

Sealant

Window
casing/cladding

Siding/exterior
finish

Figure 19: Flashing windows with casing in typical wood frame construction(non recessed masonry).

NOTE: Figure 19 shows a window with casing but the flashing detail applies to any clad window product.
For installations in typical wood frame construction or brick veneer (non recessed masonry openings), figure 19
shows the proper flashing detail in shingle style fashion. Once the exterior finish such as siding or brick veneer is
installed, a bead of sealant should be applied between the finish and the window/window casing along the sides and
approximately 1--2″ (25--51) in from the ends at the head jamb. Use a backer rod when necessary.

17

Removing Interior Stops, Liners and Fillers
Some structural installations that use the “jamb pinning” method require the removal of interior stops before installing
the window. This section details the removal of Ultimate Double Hung (UDH) jamb liners and Casemaster operator
and stationary stops. More detailed information can be found in the Marvin Service Manual.
Details for UDHM windows can be found in the supplemental instruction sent with the unit.

Removing Casemaster Stops and Covers

(a)

(b)

Figure 20: Removing Casemaster stops and covers.

1. Sill and head jamb covers and stops are held in place
with a vinyl barb and can be easily removed by simply
and carefully prying up on the stop with a sharp putty
knife. Be careful not to damage the stop or frame. Occasionally the barb will stay in the frame when you remove the stop. Remove the barb with a pair of pliers
and reinsert into the kerf on the stop/cover. See figure 20a.
NOTE: Stationary jamb stops are removed in the same
fashion. You will need to remove the head jamb and sill
covers first.

2. Operator jamb covers are held in place by two barbs:
one on the interior side and one on the exterior side
shared by the frame weather strip. With the sash
opened or removed, first pull the frame weather strip
out of the kerf and set aside for reuse later.
3. Remove the sill and head jamb stops.
4. With a sharp putty knife, carefully pry on the interior
side between the stop and the frame. Start at one end
and work your way down until stop loosens. See figure 20b.

Removing UDH Jamb Liners
SHOWN FROM
EXTERIOR

Bottom
filler
channel

Head jamb
parting stop

(a)

(b)

(c)

(d)

(e)

Figure 21

3. From the exterior, pry out the jamb hardware assembly using a pry bar by placing it into the bottom filler
channel, hooking it into the notches on the side, and
levering it out. See figure 21c.

1. Remove the head jamb parting stop with use of a pry
bar. See figure 21a.
2. Use a flatheaded tool with a 90 degree elbow to remove the lower fillers from the jamb hardware assembly. This is best done by placing the tool into the space
opened by the removed checkrail pad. Loosen both
corners of the jamb fillers from the notches before trying to remove them, to reduce the possibility of damage
to the fillers. See figure 21b. Be sure to take care when
doing so, as there is a possibility of the fillers breaking.

4. When installation of the unit is complete, seat the
jamb assembly facing towards the exterior first, and
ease the remainder of the assembly into the jamb
pocket. See figures 21d and 21e. Use of a rubber
mallet may be required. If so, take the mallet and,
starting at one end, work your way up the filler, until
fully seated. (Use of a cloth to protect the wood and
keep it clear from direct impact while hammering is
suggested.)
5. Reinstall the checkrail pads and head jamb part stop.
18

Removing Sash
Seek Assistance: Some sash on large windows are very heavy. Avoid injury by getting help to lift and
position the window into the rough opening. For other products not shown here refer to the Marvin
Service Manual or contact your Marvin representative.

Ultimate Double Hung Operator Sash

(a)

(b)

(c)

(d)

Figure 22: Tilting and removing Ultimate Double Hung Sash

1. Raise the bottom sash approximately 4″ (102). See
figure 22a.

3. Lift both sides of the sash upward 2″--3″ (51--76) (raising the pivot pins out of each clutch). See figure 22c.

2. Pull the tilt lever (nested in the sash lock base) until
it clicks. Hold the lever until latches clear the unit
frame when tilting. Ease top edge of bottom sash out
toward you to a horizontal position. See figure 22b.

4. Rotate the sash until the pivot pins clear the jambs
and remove the bottom sash from the frame. See figure 22d.
5. Tilt and remove the top sash using the same technique used on the bottom sash. (The top sash uses
tilt latches located on both sides of the top rail.)

Casemaster Operator Sash
Hinge
track

Operator track

extension
arm

(a)

Butterfly
clip

(b)

Hinge
arm

(c)

Pivot shoe

(d)

Figure 23: Removing Casemaster Operator Sash

NOTE: Sash with daylight openings of less than 14 1/2″
(368) will use hinged single arm operator gear. Skip to
step 2 for these units.

2. Disconnect the butterfly clip on the short extension
arm from the stud on the sash bracket. See figure 23b.
3. Push the sash open to 90 degrees. With a screwdriver
or similar tool, pry the bottom hinge off from the stud
on the hinge track. Repeat this on the top hinge. See
figure 23c.

1. Crank open sash until the nylon roller on the long extension arm lines up with the arrow on the operator
track. Disconnect the extension arm from the operator track by pushing the roller down through the opening in line with the arrow. See figure 23a.

4. Remove the sash by sliding the entire sash on its
hinge pivot shoes toward the hinge track studs. The
shoes will disengage from the track when they hit the
stud. Carefully remove the sash and set aside. See
figure 23d.
19

IZ4 Notice of Acceptance
Exact instructions for installing windows certified for use in Impact Zone 4 are not included in this publication. The
installer/contractor MUST install the window(s) according to detailed drawings found in the Notice of Acceptance
(NOA) to the Product Control Division of the Miami--Dade County Building Code Compliance Office (BCCO). You
will be able to find the NOA drawings for each certified product on the Miami--Dade County website (exact URLs
listed below), at www.marvin.com, or you may obtain a hard copy by contacting your Marvin representative.
NOA

DESCRIPTION

URL

07--0524.08

Clad Casemaster Polygon/RT Picture

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07052408.pdf

07--0524.06

Clad Casemaster Operating RT/Polygon

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07052406.pdf

07--0524.07

Clad Awning

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07052407.pdf

07--0306.07

Clad Casemaster Picture

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07030607.pdf

07--0524.09

Clad Casemaster Operator

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07052409.pdf

07--0924.01

Clad Direct Glaze Polygon/Round Top

http://www.miamidade.gov/buildingcode/library/productcontrol/noa/07092401.pdf

20



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