Pergola kits USA HOMESTEAD PERGOLA User manual

HOMESTEAD PERGOLA
ASSEMBLY INSTRUCTIONS
Shown: 12’x14’ Freestanding Cedar Homestead Pergola
These instructions are for the smooth -finished cedar model. If you purchased the
rough-sawn cedar model, method of assembly will be very similar but may differ
slightly.

* If you purchased a Pergola with the Heavy Duty Post Brackets, refer to the additional
instruction sheet that will be included in your kit.
2
Thank you for purchasing the Freestanding Homestead Pergola. Depending on the
size of the pergola, installation can usually be completed in a day.
There are a few things you should consider before installation:
1.) Do not store the Pergola components in direct contact with ground concrete, or
other moisture wicking surface as this may warp the components.
2.) The base for the pergola must be solid and level. If installing on a concrete slab
or on concrete footers, it should be level where the posts will rest. If not, it may be
necessary to cut the bottom of the posts so that the tops are all level. Other than this,
no cutting is necessary. If any additional cuts are needed, please contact us before
doing so. Making cuts without calling first may make installation diicult and
may void our warranties.
3.) These instructions show connection to asphalt using a wedge bolt. The same
method can be used with concrete. If connecting to an existing deck, a lag bolt and
deck screws (not included) will replace the wedge bolt.
4.) The oasis pergola does not give the ability to alter the location of the posts. It
is important they are laid out correctly and double checked for accuracy before
permanently attaching it to the base.

1
Page | 3
Setting up the template:
1. Your pergola kit includes a wooden template that is
used to mark your post locations. Notice that two of
the 2x4 boards have a marking near the ends. Build a
box that will reveal the outside corners of the posts
when properly placed.
2. Arrange the template pieces so that they are
positioned in the exact location of where the pergola
will be placed. The boards with the marking on the
end will be across from each other. The marks will
show where the other boards will be attached to
create this box.
3. Connect the corners of the template pieces by
driving two 2 ½” screws through the side of the
template boards.
4. When the template is in position, square the
template. Do this by measuring diagonally from one
corner to its opposite corner, then measure
diagonally between the other two corners. These two
dimensions MUST be the same. Adjust the template
until the diagonal measurements are identical.
5. Once the template is “square”, mark the post
locations using the INSIDE corners of the framed box
on a concrete slab with a pencil. After all the post
locations are marked on the concrete slab, remove
and set the wooden template aside.
Page | 2
SECTION ONE –POSTS
1. Set the Template: The pergola is shipped
with a wooden template so to properly
figure the location of the posts. Arrange
them so that they are positioned in the
approximate location of where the pergola
will be. Connect the corners of the
template using 2 ½” screws. (As shown at
right) Note: If the pergola is over 16 feet
or has a middle post, the template may be
spliced. Be sure to match up the correct splices using the Letters A to A, B to B
(not shown).
2. Square the Template: Once the template is in position, square it. Do this by
measuring the distance from one corner to the opposing corner as shown.
Remember this dimension (varies by pergola size) and then measure the other
two corners. These dimensions must be the same. Adjust the template and
measure the corners until they are the same. Once the template is square, with a
pencil, mark the inside of the hole for each of the posts.
6.Set the Brackets: The brackets are stainless steel. Next, drill a hole into your
concrete footer or slab. Using a ½” masonry bit, drill a 4” hole through the
center of the large hole in the middle of the post base. Make sure all of the
concrete dust is cleared from the hole, use a vacuum if needed. Add the washer
and put the nut on the bolt so the threads are just above the nut. Do not set the
bolt too deep in the hole, as this will also protect the threads should it need to be
tapped with a hammer. Tighten the bolt, and the base of the bolt will expand. If
installing the pergola on concrete, use the supplied wedge bolt. If attaching the
pergola to a wood deck, use a 4” lag bolt (not included) instead of a wedge bolt.
Page | 3
Setting up the template:
1. Your pergola kit includes a wooden template that is
used to mark your post locations. Notice that two of
the 2x4 boards have a marking near the ends. Build a
box that will reveal the outside corners of the posts
when properly placed.
2. Arrange the template pieces so that they are
positioned in the exact location of where the pergola
will be placed. The boards with the marking on the
end will be across from each other. The marks will
show where the other boards will be attached to
create this box.
3. Connect the corners of the template pieces by
driving two 2 ½” screws through the side of the
template boards.
4. When the template is in position, square the
template. Do this by measuring diagonally from one
corner to its opposite corner, then measure
diagonally between the other two corners. These two
dimensions MUST be the same. Adjust the template
until the diagonal measurements are identical.
5. Once the template is “square”, mark the post
locations using the INSIDE corners of the framed box
on a concrete slab with a pencil. After all the post
locations are marked on the concrete slab, remove
and set the wooden template aside.
Page | 2
SECTION ONE –POSTS
1. Set the Template: The pergola is shipped
with a wooden template so to properly
figure the location of the posts. Arrange
them so that they are positioned in the
approximate location of where the pergola
will be. Connect the corners of the
template using 2 ½” screws. (As shown at
right) Note: If the pergola is over 16 feet
or has a middle post, the template may be
spliced. Be sure to match up the correct splices using the Letters A to A, B to B
(not shown).
2. Square the Template: Once the template is in position, square it. Do this by
measuring the distance from one corner to the opposing corner as shown.
Remember this dimension (varies by pergola size) and then measure the other
two corners. These dimensions must be the same. Adjust the template and
measure the corners until they are the same. Once the template is square, with a
pencil, mark the inside of the hole for each of the posts.
6.Set the Brackets: The brackets are stainless steel. Next, drill a hole into your
concrete footer or slab. Using a ½” masonry bit, drill a 4” hole through the
center of the large hole in the middle of the post base. Make sure all of the
concrete dust is cleared from the hole, use a vacuum if needed. Add the washer
and put the nut on the bolt so the threads are just above the nut. Do not set the
bolt too deep in the hole, as this will also protect the threads should it need to be
tapped with a hammer. Tighten the bolt, and the base of the bolt will expand. If
installing the pergola on concrete, use the supplied wedge bolt. If attaching the
pergola to a wood deck, use a 4” lag bolt (not included) instead of a wedge bolt.
Page | 3
Setting up the template:
1. Your pergola kit includes a wooden template that is
used to mark your post locations. Notice that two of
the 2x4 boards have a marking near the ends. Build a
box that will reveal the outside corners of the posts
when properly placed.
2. Arrange the template pieces so that they are
positioned in the exact location of where the pergola
will be placed. The boards with the marking on the
end will be across from each other. The marks will
show where the other boards will be attached to
create this box.
3. Connect the corners of the template pieces by
driving two 2 ½” screws through the side of the
template boards.
4. When the template is in position, square the
template. Do this by measuring diagonally from one
corner to its opposite corner, then measure
diagonally between the other two corners. These two
dimensions MUST be the same. Adjust the template
until the diagonal measurements are identical.
5. Once the template is “square”, mark the post
locations using the INSIDE corners of the framed box
on a concrete slab with a pencil. After all the post
locations are marked on the concrete slab, remove
and set the wooden template aside.
Page | 2
SECTION ONE –POSTS
1. Set the Template: The pergola is shipped
with a wooden template so to properly
figure the location of the posts. Arrange
them so that they are positioned in the
approximate location of where the pergola
will be. Connect the corners of the
template using 2 ½” screws. (As shown at
right) Note: If the pergola is over 16 feet
or has a middle post, the template may be
spliced. Be sure to match up the correct splices using the Letters A to A, B to B
(not shown).
2. Square the Template: Once the template is in position, square it. Do this by
measuring the distance from one corner to the opposing corner as shown.
Remember this dimension (varies by pergola size) and then measure the other
two corners. These dimensions must be the same. Adjust the template and
measure the corners until they are the same. Once the template is square, with a
pencil, mark the inside of the hole for each of the posts.
6.Set the Brackets: The brackets are stainless steel. Next, drill a hole into your
concrete footer or slab. Using a ½” masonry bit, drill a 4” hole through the
center of the large hole in the middle of the post base. Make sure all of the
concrete dust is cleared from the hole, use a vacuum if needed. Add the washer
and put the nut on the bolt so the threads are just above the nut. Do not set the
bolt too deep in the hole, as this will also protect the threads should it need to be
tapped with a hammer. Tighten the bolt, and the base of the bolt will expand. If
installing the pergola on concrete, use the supplied wedge bolt. If attaching the
pergola to a wood deck, use a 4” lag bolt (not included) instead of a wedge bolt.
Page | 3
Setting up the template:
1. Your pergola kit includes a wooden template that is
used to mark your post locations. Notice that two of
the 2x4 boards have a marking near the ends. Build a
box that will reveal the outside corners of the posts
when properly placed.
2. Arrange the template pieces so that they are
positioned in the exact location of where the pergola
will be placed. The boards with the marking on the
end will be across from each other. The marks will
show where the other boards will be attached to
create this box.
3. Connect the corners of the template pieces by
driving two 2 ½” screws through the side of the
template boards.
4. When the template is in position, square the
template. Do this by measuring diagonally from one
corner to its opposite corner, then measure
diagonally between the other two corners. These two
dimensions MUST be the same. Adjust the template
until the diagonal measurements are identical.
5. Once the template is “square”, mark the post
locations using the INSIDE corners of the framed box
on a concrete slab with a pencil. After all the post
locations are marked on the concrete slab, remove
and set the wooden template aside.
Page | 2
SECTION ONE –POSTS
1. Set the Template: The pergola is shipped
with a wooden template so to properly
figure the location of the posts. Arrange
them so that they are positioned in the
approximate location of where the pergola
will be. Connect the corners of the
template using 2 ½” screws. (As shown at
right) Note: If the pergola is over 16 feet
or has a middle post, the template may be
spliced. Be sure to match up the correct splices using the Letters A to A, B to B
(not shown).
2. Square the Template: Once the template is in position, square it. Do this by
measuring the distance from one corner to the opposing corner as shown.
Remember this dimension (varies by pergola size) and then measure the other
two corners. These dimensions must be the same. Adjust the template and
measure the corners until they are the same. Once the template is square, with a
pencil, mark the inside of the hole for each of the posts.
6.Set the Brackets: The brackets are stainless steel. Next, drill a hole into your
concrete footer or slab. Using a ½” masonry bit, drill a 4” hole through the
center of the large hole in the middle of the post base. Make sure all of the
concrete dust is cleared from the hole, use a vacuum if needed. Add the washer
and put the nut on the bolt so the threads are just above the nut. Do not set the
bolt too deep in the hole, as this will also protect the threads should it need to be
tapped with a hammer. Tighten the bolt, and the base of the bolt will expand. If
installing the pergola on concrete, use the supplied wedge bolt. If attaching the
pergola to a wood deck, use a 4” lag bolt (not included) instead of a wedge bolt.
Setting up the template:
1.) Your pergola kit includes a wooden
template that is used to mark your post
locations. Notice that two of the 2x4 boards
have a marking near the ends. Build a box that
will reveal the outside corners of the posts
when properly placed.
NOTE: If you purchased a larger pergola
your template will be spliced in the center,
just match up the letters and fasten together
with (2) screws.
3.) Connect the corners of the template pieces
by driving two 2 ½” screws through the side of
the template boards.
2.) Arrange the template pieces so that they
are positioned in the exact location of where
the pergola will be placed. The boards with the
marking on the end will be across from each
other. The marks will show where the other
boards will be attached to create this box.
4.) When the template is in position, square
the template. Do this by measuring diagonally
from one corner to its opposite corner, then
measure diagonally between the other two
corners. These two dimensions MUST be the
same. Adjust the template until the diagonal
measurements are identical.
SECTION ONE – POSTS

Page | 3
Setting up the template:
1. Your pergola kit includes a wooden template that is
used to mark your post locations. Notice that two of
the 2x4 boards have a marking near the ends. Build a
box that will reveal the outside corners of the posts
when properly placed.
2. Arrange the template pieces so that they are
positioned in the exact location of where the pergola
will be placed. The boards with the marking on the
end will be across from each other. The marks will
show where the other boards will be attached to
create this box.
3. Connect the corners of the template pieces by
driving two 2 ½” screws through the side of the
template boards.
4. When the template is in position, square the
template. Do this by measuring diagonally from one
corner to its opposite corner, then measure
diagonally between the other two corners. These two
dimensions MUST be the same. Adjust the template
until the diagonal measurements are identical.
5. Once the template is “square”, mark the post
locations using the INSIDE corners of the framed box
on a concrete slab with a pencil. After all the post
locations are marked on the concrete slab, remove
and set the wooden template aside.
Page | 2
SECTION ONE –POSTS
1. Set the Template: The pergola is shipped
with a wooden template so to properly
figure the location of the posts. Arrange
them so that they are positioned in the
approximate location of where the pergola
will be. Connect the corners of the
template using 2 ½” screws. (As shown at
right) Note: If the pergola is over 16 feet
or has a middle post, the template may be
spliced. Be sure to match up the correct splices using the Letters A to A, B to B
(not shown).
2. Square the Template: Once the template is in position, square it. Do this by
measuring the distance from one corner to the opposing corner as shown.
Remember this dimension (varies by pergola size) and then measure the other
two corners. These dimensions must be the same. Adjust the template and
measure the corners until they are the same. Once the template is square, with a
pencil, mark the inside of the hole for each of the posts.
6.Set the Brackets: The brackets are stainless steel. Next, drill a hole into your
concrete footer or slab. Using a ½” masonry bit, drill a 4” hole through the
center of the large hole in the middle of the post base. Make sure all of the
concrete dust is cleared from the hole, use a vacuum if needed. Add the washer
and put the nut on the bolt so the threads are just above the nut. Do not set the
bolt too deep in the hole, as this will also protect the threads should it need to be
tapped with a hammer. Tighten the bolt, and the base of the bolt will expand. If
installing the pergola on concrete, use the supplied wedge bolt. If attaching the
pergola to a wood deck, use a 4” lag bolt (not included) instead of a wedge bolt.
5.) Once the template is “square”, mark the
post locations using the INSIDE corners of the
framed box on a concrete slab with a pencil.
After all the post locations are marked on the
concrete slab, remove and set the wooden
template aside.
Set the Brackets
6.) The brackets are the 8 L-Brackets in the
hardware box. Place them at the outside of
the pencil mark, one per corner. Next, drill a
hole into your concrete footer or slab. Using
a ½” masonry bit, drill a hole through the
bracket about ½” deeper than the length of
your anchor bolt. Make sure all of the concrete
dust is cleared from the hole, use a vacuum if
needed. Add the washer and put the nut on
the bolt so the threads are just above the nut.
You may need to hit it down with a hammer,
you can use a 2x board to hit the top of the
bolt so you do not damage the threads on the
bolt. Hammer the bolt down until ¾” of anchor
is exposed. Tighten the nut, and the base of
the bolt will expand. Once completed, install
the rest of the brackets, one per corner. If you
purchased a pergola with more than 4 posts,
install a bracket for each additional post.
2

3
Setting the Posts
7.) Attach all the posts to the bracket using (5)
2 ½” screws per bracket.
NOTE: When installing posts, notice that they
have notches on top (this is to set the beams
on). When installing please be sure that the
notches all run in the same direction - along
the long side where the beams will set in the
next section. Make sure the notch is turned
toward the inside of the pergola.
Post Bases
8.) Now you are ready to install the Post
Bases, trim rings, and center rings. Get a
ladder and slide the base over the top of the
post (see above). There are (6) screws per
base, it does not really matter which way
they are turned. We recommend keeping
the screws all turned in the same direction.
Please continue this step until all the posts are
completed. Make sure the post bases go on
first. Second will be the center ring, and third will
be the trim ring. For now you can let everything
slide down and rest on top of the base.
TIP: you can also use your template and secure
around the top of the posts to keep all the posts
positioned correctly, as shown below.

4
SECTION 2 – SETTING BEAMS
The instructions moving forward are the same whether a floor was ordered, or not.
NOTE: Because the beams can be quite heavy, it is a good idea to have at least 2 people to hold
the beams on the posts while a third person attaches them.
9.) Sit the beam on top of the post with the
cut out portion of the beam aligning with the
upright part on the post (as shown above).
Connect by using 3 ½” screws through the
beam first and into the post.
10.) Attach using two screws - one near the
top and the other near the bottom of the beam
(leave about 1 – 1 ½” gap from top and bottom on
the beam). Center the screw on the post. Attach
the beams with two screws to all of the posts.
Continue until two beams are connected to all
four posts.
Page| 8
Step 2 – Setting beams.
The instructions moving forward are the same
whether a floor was ordered, or not!
Because the beams can be quite heavy, it is a good
idea to have at least 2 people to hold the beams on the posts
while a third person attaches them.
Sit the beam on top of the post with the cut out
portion of the beam aligning with the upright part on the
post. (as shown at the right) Connect by using 3 ½" screws
through the beam first and into the post. Attach using two
screws - one near the top and the other near the bottom of
the beam (leave about 1 – 1 ½" gap from top and bottom on
the beam). Center the screw on the post.
Attach the beams with two screws to all of the posts.
Next, use the runner that has the notches cut out,
and position it on top of the nearest beam, but not directly
on top of the post. This will ensure that the distance between
the beams is correct, and even. Do not attach the runners to
the beams, as they are used for spacers for now.
The return beams are either double 2x8s or rough cut
4x10s. They are the same as the main beams but do not have
the decorative end cuts. The return beams will sit on top of
the posts and align with the center of the posts. Be sure that
the return beams are tight to the main beams, and attach
with 3 ½" screws on an angle and into the beams. Connect
with 4 screws at each connection, two from each side of the
return beams.
11.) Return Beams are the same as the main
beams but do not have the decorative end
cuts. The return beams will sit on top of
the posts and align with the center of the
posts. Be sure that the return beams are
tight to the main beams, and attach with 3
½” screws on an angle and into the beams.
Connect with 4 screws at each connection,
two from each side of the return beams.

5
12.) When both return beams are installed,
fasten both header and post to return beam
using (2) 8” GRK screws. Continue this step
for all four corners.
Anchor remaining Posts to Concrete
13.) Sliding the base up towards the top you
can fasten it to the post with a screw to keep
it from falling down. Make sure the posts are
level and still at the L-shaped pencil mark.
Screw the second bracket to the post using
(5) 2 ½” screws. It does not matter which side
of the post, however we recommend going
caddy-corner. Keep in mind you should stay
approximately 4” away from the edge of the
concrete. Refer back to step 6 for setting the
brackets. Once completed remove the screw
and place the base in its correct position.

6
Attaching the rest of the trim
14.) Slide the trim ring up against the beam
and return beam. Fasten with (2) 2 ½” screws
as shown.
Fasten Center Trim
15.) It does not matter where the center trim
is placed. We recommend going about 10”
from bottom of trim ring. Fasten with (2) 2 ½”
screws as shown.
SECTION 3 - TRIM

7
SECTION 4 - SETTING RUNNERS
16.) Position the runners with the notches over
the markings on top of the beams. Fasten with
(4) 2 ½” screws per side. Continue this step
until all runners are in place.
TIP: Using 2 ½” screws, attach the runner to
the beam with two screws, on each side driven
at an angle into the beam. Note that if the
beams are doubled 2x8s, the screws should
be positioned so that they go into one of the
boards and not in between them.
Setting Top Runners
17.) Top runners are to sit on top of the main
runners, in much the same way that the runners
were attached to the beam. Set the notches so
that they line up with the markings on top of
the runners. They are attached with one 3 ½”
screw down through the top of the top runners.
NOTE: For longer structures, the top runners
will be spliced, just put them together as shown
above. We recommend osetting the splices
so that not all the splices line up on the same
runner.

A U-shaped piece of trim is included that will cover the
tops of the posts, and also hide the ends of the lag bolts. Sit
this on top of the post, and attach with 4 (2 ½") screws, at an
angle.
If installing vinyl posts, the final step is to
attach the top and middle trim pieces. Using 2
painted head screws, attach the top trim to the
wooden ring.
Measure down from the top middle trim ring
12" below the top trim. Make sure that the trim for
each of the posts are the same measurement down
from the top. Attach with 2 painted screws from the
top down.
For the bottom trim, attach to the post with 2
screws, or simply let it sit on the ground.
The Oasis Pergola is now complete. A few notes concerning options are included below. Depending on
the option, there may be a separate sheet explaining the option. If the option or the pergola itself is
custom, these instructions may be hand written. Be sure to call your project advisor with any questions.
Canopies – A retractable canopy, if ordered, will come with separate instructions. It is very
important that the pergola is assembled correctly in order for the canopy to be assembled, since
it was made to attach to this model.
Steel Panels – If steel panels were ordered for the top of the Oasis Pergola, they generally will
replace the top runners, although they can also be ordered to sit on top of the top runners. The
spacing of the main runners is important to ensure that the panels fit correctly.
Privacy Panels – Come with separate instructions.
P a g e | 10
18.) Install U-shaped trim on outside out post.
A U-shaped piece of trim is included that will
cover the tops of the posts, and also hide the
ends of the lag bolts. Sit this on top of the
post, and attach with (4) 2 ½” screws, at an
angle.

9
The Oasis Pergola is now complete. Be sure to call your project advisor with any questions.
If you purchased a canopy with your pergola, follow the directions that are included with
the canopy.
ENJOY YOUR NEW HOMESTEAD PERGOLA