Marvin Window User manual

Window Installation
StormPlustand Structural Installations
19970019
2012−04−10
These instructions are applicable for the following StormPlus products:
Clad Casemaster1Wood Casemaster1
Clad Ultimate Double Hung (CUDH)2Wood Ultimate Double Hung (WUDH)2
Clad Direct Glaze Polygon/Round Top Wood Direct Glaze Polygon/Round Top
Clad Ultimate Double Hung Magnum Wood Ultimate Double Hung Magnum
1Includes Awning, Operator, Picture 1″, Stationary 3/4″, Round Top Operator, and Round Top Stationary.
2Includes Picture, Transom, Round Tops and Polygon
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.
These instructions are applicable for the following Structural installations:
Clad Ultimate Double Hung Magnum Wood Ultimate Double Hung Magnum
NOTE: Certified IZ2 and IZ3 Casemaster, Ultimate Double Hung, and Direct Glaze Polygon/Round Top
units must be installed using jamb screws or structural brackets. Certified IZ3 Ultimate Double Hung
Magnum units must be installed using the jamb screw method only.

Page
Table of Contents
Technical Installation Specifications 2...........................................................
Before You Begin 3.............................................................................
Installer and Builder Information, Homeowner Information, and Aftermarket Products
Step One −Rough Opening and Framing Requirements 4.........................................
Concrete Block with Plywood Buck, Concrete Block with 2″Buck or Standard Wood Framing
Step Two −Unit Preparation 6...................................................................
Packaging, Shipping Blocks, Jamb Extension, Nailing Fin and Wood Brick Mould Casing
Step Three −Installing the Window 7............................................................
Shimming, Plumbing and Squaring
Fastening Methods and Jamb/Sill Screw Chart 8.................................................
Wood Screws/Concrete Anchors and Structural Brackets
Special Fastening Systems 10..................................................................
StormPlus Ultimate Double Hung IZ3 Storm Brackets
Step Four −Final Installation Procedures 11.....................................................
Standard Frame Construction and Recessed Masonry Applications.
Continuous Air Barrier Systems 12..............................................................
Installation, Integration, and window installation tips for house wrap.
Removing Interior Stops, Liners, and Fillers 14...................................................
Removing Casemaster interior stops, Removing Ultimate Double Hung jamb carriers
Removing Sash 15.............................................................................
Ultimate Double Hung and Casemaster Operators
StormPlus IZ4 Notice of Acceptance Information 16..............................................
Warranty
Painting and Staining Information
1Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

Technical Installation Specifications
The following details are specified for proper installation and for the unit to meet the advertised design pressure
(DP) rating.
SIf 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.
SMarvin recommends the use of sloped sills on all concrete
openings (either pre−cast or poured).
SRegarding 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.
SFor 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.
SFor installations in concrete block, or masonry
construction, etc., follow local codes for sealing and water
management details.
SProperly flash and/or seal all windows at the exterior
perimeter.
SSealants 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.
SFlashing 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.
SOptional foams used for installation must be low expansion
only. Foam and foam application must comply with ASTM
E2112−01, SEC 5.9.2.
SShims 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.
SFor units with flat casing install with installation brackets,
structural masonry brackets, or jamb screws.
SDo not use chemically treated products for shim material.
SFasteners penetrating chemically treated lumber must be
a minimum of 0.90 oz/ft2zinc hot dipped galvanized or
stainless steel type 304 or 316.
SClad window frames must not come into direct contact with
chemically treated wood products.
SRough Opening Width: 1/4″−1″(6−25) wider than
window/door frame outside measurement.
SRough Opening Height: 1/4″−1/2″(6−13) higher than
window/door frame outside measurement.
SMasonry Opening Width: 1/4″−1/2″(6−13) wider than
window/door frame outside measurement.
SMasonry Opening Height: 1/8″−1/4″(3−6) higher than
window/door frame outside measurement.
Architectural Detail Manual Specifications:
SRough Opening:Width 1″(25); Height 1/2″(13).
SMasonry Opening:Width 1/2″(13); Height 1/4″(6).
Be aware that the use of rigid sill pans and
other barriers will decrease the rough
opening height clearance. Adjust opening
dimensions accordingly.
WARNING: Drilling, sawing, sanding or
machining wood products generates wood
dust, a substance known to the State of
California to cause cancer. Avoid inhaling
wood dust or use a dust mask or other
safeguards for personal protection.
California Health and Safety Code Section
25249.6.
2Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

You Will Need to Supply
Safety glasses Hearing protection
Level Square
Hammer Wood shims
Insulation Tape measure
Perimeter sealant1Sill pan flashing
Backing material (foam backing rod)
Low expansion foam insulation2
Appropriate fastener (see Jamb/Sill Screw Chart)
Construction adhesive3
Standard Parts Shipped
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 supple-
mental 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 mem-
brane, building paper, and seam seal tape, etc.
NOTE: Numbers listed in parentheses ( ) are metric
equivalents in millimeters rounded to the nearest whole
number.
WARNING: Always practice safety!
Wear the appropriate eye, ear and hand
protection, especially when working
with power tools.
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.
1Sealant must be Grade NS Class 25 per ASTM C920 and compatible with building exterior and window surface.
2Optional, use low expansion foam insulation only. Foam and foam application must comply with ASTM E2112, section 5.9.2.
3APA rated AFG−01 spec
Before You Begin
Installer and Builder Information
SRead these instructions thoroughly BEFORE beginning to
install your Marvin window product.
SAlways provide a copy of these instructions for the current
or future building owner.
SPlan 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.
SRefer 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.
SIt 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.
SRefer to the enclosed painting and staining instructions on
the last page for exterior and interior finish instructions.
SContact your Marvin supplier if you have any questions
regarding product and materials used in manufacturing or
questions on replacement parts.
Caution Warning
Mistakes or misuse
could cause damage
to the window or
result in faulty
installation and unit
performance.
Tips/HintsSeek Assistance
Mistakes or misuse
could result in
personal injury and/or
severe damage to
unit, equipment,
and/or structure.
Help from another
individual is necessary
to perform this task
safely and correctly.
Information on
alternative
procedures,
definitions, helpful
hints.
Impact Product
Steps related to
Impact rated
products only.
3Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

Step 1: Rough Opening and Framing Requirements
Figure 1: Preparing openings for concrete block openings.
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.
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.
2. For standard wood frame construction, prepare the
opening following local codes, ASTM E2112−1, or fol-
low 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.
(a)
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
1/2″treated
plywood
Masonry
anchor
Construction
adhesive
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.
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.
(b) (c)
Adhesive
flashing
4Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

Step 1: Rough Opening and Framing Requirements (cont.)
Figure 2: Preparing openings for concrete block openings.
1Rough opening gap must be no more than 1/4″for products certified for use in IZ4 regions.
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. 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”.
ATTENTION: Be aware that use of rigid sill pans and
other barriers will decrease the rough opening height
clearance. Adjust opening dimensions accordingly.
Rough Opening Masonry Opening
1/2″
1/2″1/4″
1/4″
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 measure-
ment 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.
5Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

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 cus-
tomer service number etched on one of the top
corners of the glass. See figure 3.
2. Remove any shipping clips unless noted other-
wise.
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).
Figure 4: Extend nailing fin.
Figure 5: Apply back−caulking to BMC.
Figure 3:
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. Tool the bead to ensure proper adhe-
sion to both surfaces.
5. If you are installing a window with structural
brackets, fasten to the window now. Follow the
fastener spacing in the “Jamb/Sill Screw
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.
7. Install jamb extension before installing the win-
dow in the rough or masonry opening. Follow in-
structions provided with the jamb extension.
Customer service number
6Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

Step 3: Installing the Window
Figure 6: Plumb and square unit. (Illustration shows both structural bracket and jamb screw installation.)
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 brackets or
screws. Always follow fastener spacing outlined in the “Jamb/Sill Screw Chart” section. 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.
1. If rigid sill pan is not used, pan sill with alternate meth-
ods 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 sec-
tion for details.
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.
CAUTION: Proper shimming is extremely
important. Under−shimming or over−
shimming will result in bowed jambs and
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.
or head jamb. Both conditions can contribute to
improper window operation and performance.
(b)
(a)
Measure
diagonally
for square
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.
(c)
5. Fasten and shim at the top corners 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.
6. Complete shimming and fastening at locations and
spacing specified in the “Jamb/Sill Screw 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 operat-
ing properly. If not, you may have to make some addi-
tional adjustments to the shims and fasteners.
9. If removed, replace your stops, covers, and liners.
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 “Spe-
cial Fastening Systems” section for details.
7Window Installation
StormPlus and Structural Installations
19970019
2012−04−10

Fastening Methods and Jamb/Sill Screw Chart
Although structural installations may involve fastening with wood brick mould casing or nailing fin, there are two ways
to fasten your jambs to the opening for structural purposes:
1. #8 Wood screws (or 3/16″concrete anchors), 6″(152) from all corners and
15″(381) on center around the perimeter.
or
2. Structural brackets, 6″(152) from all corners and 15″(381) on center around the perimeter.
Refer to the “Jamb/Sill Screw Chart” for proper fastening requirements for your particular product. Illustrations
show a concrete block opening but apply to typical wood frame construction as well.
NOTE: All mulled units require fastening with two screws or brackets on each side of the mull joint no more than
6,(152) from mull joint.
NOTE: Single UDH products do not require fastening at the sill. Multiple wide UDH assemblies require anchoring
at the sill mullion. UDHM IZ3 units must be installed with jamb screws, fastening at the sill is not required.
Jamb/Sill Screw ChartStructural Brackets
1. Wrap brackets 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.
Figure 7
1/4″
5/32″holes
Shim
Screws
Jamb/Sill Screws
1. Space fasteners along jambs and head jambs no
more than 6″(152) from each corner and 15″(381)
on center. Follow same spacing for sills when appli-
cable.
NOTE: Structural brackets are allowable replacements
for screws if fastening at the sill is necessary.
2. After removing covers or liners, fasten units to the
framing with #8 wood screws or 3/16″concrete an-
chors1. 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.
1Use concrete anchors when wood buck material is less than 2″nominal thickness.
8Window Installation
StormPlus and Structural Installations
19970019
2012−04−10
Product
Jamb Screw
Length
Sill Screw
Length
Clad Casemaster
Family and Direct
Glaze
3″(76) 2 1/2″(64)
Wood Casemaster
Family and Direct
Glaze
3″(76) 3 1/2″(89)
Ultimate Double
Hung Family 2 1/2″(64) N/A
Ultimate Double
Hung Magnum
Family*
Supplied
with unit N/A
* Use predrilled holes in frame members.

Fastening Methods (cont.)
Figure 8: Exterior view, fastening through Casemaster frames.
Figure 9: Exterior View, fastening through UDH frames.
Fastener
Fastener
3. 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 8.
4. 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 9.
5. 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 de-
tails.
9Window Installation
StormPlus and Structural Installations
19970019
2012−04−10