FMA/AAMA/WDMA Installation Committee Update FMA Conference St. Petersburg, Florida / May 18, Jim Katsaros FMA/AAMA/WDMA Installation Committee

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1 FMA/AAMA/WDMA Installation Committee Update FMA Conference St. Petersburg, Florida / May 18, 2016 Jim Katsaros FMA/AAMA/WDMA Installation Committee

2 FMA/AAMA/WDMA Installation Committee Key Roles FMA/AAMA/WDMA Coordination Steering Team FMA: Jim Katsaros (Co-Chair) & Jim Krahn AAMA: Kelly Broker (Co-Chair) & Joe Hayden WDMA: Steve Strawn & Steve Johnson Document Management & Publication: Rich Rinka (AAMA), Becky Buice (FMA) Document Illustrations: Owen Wittenberg (URS Corporation) Organizational Leadership: Dick Wilhelm (FMA), Rich Walker (AAMA), Jeff Lowinski (WDMA) 6/15/2016 2

3 FMA/AAMA/WDMA Installation Committee Key Roles FMA/AAMA/WDMA Coordination Steering Team FMA: Jim Katsaros (Co-Chair) & Brad Fevold AAMA: Kelly Broker (Co-Chair) & Joe Hayden WDMA: Steve Strawn & Steve Johnson Document Management & Publication: Rich Rinka (AAMA), Becky Buice (FMA) Document Illustrations: Owen Wittenberg (URS Corporation) Organizational Leadership: Dick Wilhelm (FMA), Rich Walker (AAMA), Jeff Lowinski (WDMA) 6/15/2016 3

4 Agenda Topics Were we ve been: Review FMA/AAMA/WDMA Installation Committee origins, process and the Extreme Exposure Standard Practice Protocols Where we are: FMA/AAMA/WDMA Installation of Windows into Foam Plastic Insulated Sheathing (FPIS) Standard Practice Where we are going: ROESE Task Group with HIRL / DOE Program Replacement Window Installation (5/19 workshop) Future Direction

5 FMA/AAMA/WDMA Installation Committee Formed by FMA in 2005 (after extreme 2004 Hurricane season) to address fenestration water intrusion concerns with residential construction in the southeast region. AAMA and WDMA joined shortly after Developing robust, easy to follow (something that could be given to an installer), illustrated installation standards for specific window/door/wall system combinations Standard practices developed by industry experts from Window Manufacturers, Flashing / Sealant Manufactures, Installers, Building Officials, and Building Science Consultants Initial series focused on Southeastern US Wall System & Extreme Exposure conditions

6 FMA/AAMA/WDMA Installation Committee Representative installation methods from all documents are installed and tested by members of the committee resulting in key learning's that impact the content of the standard practice For all extreme exposure guidelines, representative installations are wall tested per ASTM E331 or E547 to 12 PSF (575 Pa) water pressure; tested to 7.25 PSF for FPIS document Criteria for Success: 1. Installation Feasibility practical application 2. Water Intrusion Management in areas related to installation method

7 FMA/AAMA/WDMA Installation Committee Developing robust, easy to follow (something that could be given to an installer), illustrated installation standards for specific window/door/wall system combinations Initial series focused on Southeastern US Wall System & Extreme Exposure conditions & emerging wall systems (6 Documents Published) Standard practices developed by industry experts from Window Manufacturers, Flashing / Sealant Manufactures, Installers, Building Officials, and Building Science Consultants

8 FMA/AAMA/WDMA Installation Standards Document Fenestration Wall System FMA/AAMA Windows: Flanged or Mounting Fins (Wood, Al, or Vinyl) Wood Frame FMA/AAMA Windows: Frontal Flanged (Aluminum and Vinyl) Surface Barrier CMU FMA / WDMA FMA / AAMA / WDMA FMA / AAMA / WDMA Windows: Non-frontal flanged (Wood) Exterior Doors with mounting fins, brick mold, and box frame Exterior Doors with mounting fins, brick mold, and box frame Surface Barrier CMU Wood Frame Surface Barrier CMU

9 FMA / AAMA Isolate the Rough Opening Method 6/15/2016 9

10 New Focus Area Energy Management Proper Integration of Foam Plastic Insulating Sheathing (FPIS) / Window / Building Envelope Because of changes to the Energy Code, FMA/AAMA/WDMA Installation Committee Asked to develop a standard to address integration of Windows with Exterior Foam Plastic Insulating Sheathing

11 FMA / AAMA / WDMA FPIS-Window Integration Integration of Windows and Doors with Foam Plastic Insulating Sheathing (FPIS) Key Application Concerns: Support the Window Attachment Maintaining Water Management Principles (integration with Building Envelope / WRB) Finishing Details with the Façade / Siding

12 FMA/AAMA/WDMA Installation Standards Document Fenestration Wall System FMA/AAMA Windows: Flanged or Mounting Fins (Wood, Al, or Vinyl) Wood Frame FMA/AAMA Windows: Frontal Flanged (Aluminum and Vinyl) Surface Barrier CMU FMA / WDMA FMA / AAMA / WDMA FMA / AAMA / WDMA FMA / AAMA / WDMA (expected to publish in April) Windows: Non-frontal flanged (Wood) Exterior Doors with mounting fins, brick mold, and box frame Exterior Doors with mounting fins, brick mold, and box frame Windows: Flanged or Mounting Fins (Wood, Al, or Vinyl) Surface Barrier CMU Wood Frame Surface Barrier CMU Wood frame with Foam Plastic Insulating Sheathing

13 FMA/AAMA/WDMA (FPIS) Methods Installed and Tested Six Representative Methods to: 1. Investigate the practicality of each method 2. Water intrusion management in areas related to installation method up to 7.25 PSF (335 Pa) per ASTM E547 6/15/ E. I. DuPont de Nemours and Company All rights reserved.

14 FMA/AAMA/WDMA (FPIS) Methods FPIS Method A FPIS Method B E. I. DuPont de Nemours and Company All rights reserved. 14

15 FMA/AAMA/WDMA (FPIS) Methods FPIS Method C1: Window protrudes at least ¾ past FPIS FPIS Method C2: Window does not protrude at least ¾ past FPIS Requires special integration feature E. I. DuPont de Nemours and Company All rights reserved. 15

16 FMA/AAMA/WDMA (FPIS) Methods FPIS Method A FPIS Method B Advantages Window in line with exterior plane for façade / siding integration, Window in plane with WRB Window in line with exterior plane for façade / siding integration, WRB behind FPIS for water management Concerns Potential for moisture trapped behind FPIS without WRB on sheathing Complex flashing details with Window out of plane with WRB FPIS Method C1 & C2 E. I. DuPont de Nemours and Company All rights reserved. Water Management Performance per standard FMA/AAMA 100 method (WRB on sheathing in plane with window) Integration of Façade / Siding with potential for Window Recess to exterior plane 16

17 FMA/AAMA/WDMA (FPIS) Methods Methods A and B feature a Rough Opening Extension Support Element (ROESE) ROUGH OPENING EXTENSION SUPPORT ELEMENT (ROESE), n. A projection ( bump-out ) or extension to the structural wall framing at the rough opening perimeter. The function of the ROESE is to support the weight of the window, allow direct structural attachment of the window to transfer wind loads to the structure, and enable window alignment with the exterior plane of the FPIS for proper integration with cladding and/or WRB. It shall consist of a material and fastening method capable of maintaining structural continuity between framing and the window. E. I. DuPont de Nemours and Company All rights reserved. 17

18 DOE Building America Program Defining the ROESE Rough Opening Extension Support Element (ROESE) Definition / Requirements The default composition of the ROESE is wood framing elements There is interest in utilizing alternative materials as ROESE framing elements, such as those that feature insulating value The structural integrity of alternative ROESE materials, particularly for various window sizes/weights and anticipated exposure loads, is not defined AAMA Task Group formed in 2015 to survey/define performance requirements of the ROESE under various live/dead loads E. I. DuPont de Nemours and Company All rights reserved. 18

19 DOE Building America Program Defining the ROESE Home Innovation Research Lab (HIRL) Proposal The Home Innovation Research Lab (HIRL), a division of NAHB, is pursuing a 4X matching fund program with the DOE Building America (DOE will match 4X the funds that are provided by industry) The objectives of the HIRL program fully matches the ROESE Feasibility Task Group Vladimir Kochkin from HIRL held a call with members of the AAMA ROESE Feasibility Task Group to discuss potential for collaboration the AAMA task group responded very favorably The proposal submitted to the DOE states: It is AAMA s intent to participate in the proposed project by serving on the Advisory Group and contributing technical input, review, and potentially providing materials. It is noted that the final extent of participation is subject to formal approval by AAMA s Board. E. I. DuPont de Nemours and Company All rights reserved. 19

20 FMA/AAMA/WDMA (FPIS) Methods Methods A and B feature a Rough Opening Extension Support Element (ROESE) The DOE received ~120 proposals and 50 concept papers this project is one of the 8 that was funded No funding commitment from AAMA has been made, which is acceptable to HIRL given the other means to contribute. However, some level of funding ( ) will likely put AAMA in a stronger position of influence A primary objective of the program in the first year is to define test methods and performance criteria. Thus, details of the full scope are not yet available for review. E. I. DuPont de Nemours and Company All rights reserved. 20

21 FMA/AAMA/WDMA Installation Committee.the next Horizon Replacement Windows

22 Replacement Window Effort FMA/AAMA/WDMA first workshop meeting October 2013 Formed task groups to develop guides for 4 Scenarios: 1) Pocket Replacement into Wood Frame 2) Pocket Replacement into Existing Al Frame 3) Full Frame w/ Partial Cladding Removal 4) Full Frame w/ No Cladding Removal

23 Replacement Window Installation References ASTM E , Section 8.5 AAMA Provides general guidance for two scenarios: 1) Partial Replacement, where existing frame remains (scenario #1) and 2) Complete Replacement of existing window (scenario #3) For Complete Replacement where the existing façade is not replaced, façade is cut away to allow for integration of flashing with the existing WRB but what about the rest of the wall? What does this drain to? Specific for Exterior Flush Fin over Existing Window Frame (scenario #2) Specific WRB integration is not addressed Scenario 4: Full Frame Replacement with no cladding removed..no existing guide to reference

24 Replacement Window Effort FMA/AAMA/WDMA first workshop meeting October 2013 Formed task groups to develop guides for 4 Scenarios: 1) Pocket Replacement into Wood Frame 2) Pocket Replacement into Existing Al Frame 3) Full Frame w/ Partial Cladding Removal 4) Full Frame w/ No Cladding Removal Developed Decision Tree to guide various window / wall conditions Focus in on most complex and less resolved scenario: Full Frame w/ No Cladding Removed

25 Replacement Window Decision Tree (Developed by Jaron Vos)

26 Other Replacement Window References Best Practices for Window and Door Replacement (British Columbia): 314 page document with hundreds of details for various scenarios Excellent general reference but did not actually cover Scenario 4 For brick façade a drainage plane behind the façade was always present to integrate with the window flashing. But is this always the case? How do you know? Our effort will not assume this drainage plane is available.

27 FMA/AAMA/WDMA Replacement Window Scenario #4 Full Frame Replacement / No Cladding Removed: Most complex scenario No published reference install guide Wide range of detail: Cladding type Structural framing type Position of window in wall Type of window Existence of a drainage plane (or not) Condition of a drainage plane Interior access Exterior access

28 FMA/AAMA/WDMA Replacement Window Scenario #4 Standard Practice for the Full Frame Replacement of Windows without Removal of External Wall Cladding (Brick only?) FMA/AAMA/WDMA XXX-XX TABLE OF CONTENTS FOREWORD SCOPE REFERENCED PUBLICATIONS DEFINITIONS SIGNIFICANCE AND USE RELATED ISSUES AND PROCEDURES WINDOW PRE-INSTALLATION PROCEDURES WINDOW INSTALLATION PROCEDURES POST INSTALLATION PROCEDURES KEYWORDS APPENDIX A Exterior Surface of new window flush with exterior sheathing Exterior Surface of new window set onto brick beyond existing sealant residue New Window placement against exterior surface of existing interior finish New Window placement against exterior surface of new interior finish New Window Placement overlapping existing interior finish A1 A2 A3 B1 B2 B3

29 FMA/AAMA/WDMA Replacement Window Scenario #4 Example: window flush with exterior sheathing / existing interior finish DuPont Internal Use Only

30 FMA/AAMA/WDMA Installation Committee Future Direction Complete Replacement Window (Series?) Commercial Windows? Recessed Windows? Other Ideas? DuPont Internal Use Only

31 Thank You For the Opportunity! Any Questions? DuPont Internal Use Only

32 DuPont Internal Use Only

33 Why should we develop industry standards? 2015 IRC Code for Flashing R609.1 General. This section prescribes performance and construction requirements for exterior windows and doors installed in walls. Windows and doors shall be installed and flashed in accordance with the fenestration manufacturer s written instructions. Window and door openings shall be flashed in accordance with Section R Written installation instructions shall be provided by the fenestration manufacturer for each window or door.

34 Why should we develop industry standards? 2015 IRC Code for Flashing R703.4 Flashing. Approved corrosion-resistant flashing shall be applied shingle-fashion in a manner to prevent entry of water into the wall cavity or penetration of water to the building structural framing components. Self-adhered membranes used as flashing shall comply with AAMA 711. Fluid-applied membranes used as flashing in exterior walls shall comply with AAMA 714. The flashing shall extend to the surface of the exterior wall finish. Approved corrosion-resistant flashings shall be installed at the following locations: 1. Exterior window and door openings. Flashing at exterior window and door openings shall extend to the surface of the exterior wall finish or to the water-resistive barrier complying with Section for subsequent drainage. Mechanically attached flexible flashings shall comply with AAMA 712. Flashing at exterior window and door openings shall be installed in accordance with one or more of the following: 1.1. The fenestration manufacturer s installation and flashing instructions, or for applications not addressed in the fenestration manufacturer s instructions, in accordance with the flashing manufacturer s instructions. Where flashing instructions or details are not provided, pan flashing shall be installed at the sill of exterior window and door openings. Pan flashing shall be sealed or sloped in such a manner as to direct water to the surface of the exterior wall finish or to the water resistive barrier for subsequent drainage. Openings using pan flashing shall incorporate flashing or protection at the head and sides In accordance with the flashing design or method of a registered design professional In accordance with other approved methods. Why we develop Installation Standard Practices