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To do prior to installation:
  • Check your local building codes for specific requirements.
  • Check with your local utility companies and the federal tax code for rebates or tax write-offs for any energy-efficient upgrades.
  • Review your window manufacturer's installation guide.
by Meg Padgett
Materials and tools we used:
Tip: Always inspect your window for any cosmetic damage prior to purchasing it.
by Meg Padgett
Carefully remove the trim from the existing window, inside and out. Set it aside; you can use it later if you are installing the same size window or you can cut it to fit if the new window is smaller.

Our old windows were wood-framed built-ins. We used a reciprocating saw to cut through the nails that held it to the opening. We were able to remove the window completely intact in the hopes of recycling it at our local salvaged-goods store.

Tip: Get a helper to hold the window and keep it from falling out of the opening as you remove the fasteners that hold it in place.
by Meg Padgett
Our old windows had odd dimensions, so we had to frame in a rough opening. This was actually a blessing in disguise, because even though it was extra work, we were able to frame an opening that was actually square and exactly the right dimensions for the new window. We also added sheathing and tar paper to match the existing moisture barriers under the original siding. Sheathing is the layer of wood between the frame of a building and its exterior skin. The tar paper attaches directly to the sheathing.

Because our home is older, many of our exterior walls are not insulated. With this wall open, we took the opportunity to insulate and shore up any weak and damaged beams.
by Meg Padgett
After much research on retrofitting flanged windows, we decided to cut the current siding back to make room for new exterior window trim. We added new sheathing and slipped as much of the moisture barrier behind the current barrier as we could. You must know what size your window trim will be before cutting back the siding.

Tip: Use a chute board (also known as a shooting board) to create a flat surface for guiding the circular saw when you're making vertical cuts on uneven siding.
by Meg Padgett
After dry fitting the window and ensuring that the rough opening was correct, we installed the Sheetrock on the interior wall. The rough opening made installing and cutting the window hole much easier, since there was no window to get in the way of our drywall knife.

Once the new drywall was in place, we attached the self-adhesive flashing tape to the exterior of the opening, folding over the flashing material onto the bottom of the rough opening and on the side of the tar-papered exterior wall. After the flashing was in place, we attached the sill drain mat to the bottom of the rough opening, per the manufacturer's instructions.
by Meg Padgett
Next we centered the window in the rough opening and used a level to check the top, bottom and sides. We also used a tape measure to ensure the diagonals were of equal length. Stainless steel screws provided in the installation kit secured the window through the flanged nailing fin (as shown in the photo). We made sure that the window remained level and centered as we secured it to the frame, starting from the bottom and working around the rest of the window.

Before we installed the interior trim, we applied the window and door foam sealant to the gap between the window and the window frame — creating additional insulation from the elements and eliminating any drafts.
by Meg Padgett
Before adding the exterior trim, we sealed the window with the self-adhesive flashing. Place the flashing over the window's nailing fin and fully cover the exposed wall beneath. Use a J-Roller or putty knife to fully seal the flashing and remove any air bubbles.
by Meg Padgett
We finished the window by trimming out both the exterior and interior. We attached primed and painted exterior trim boards to the outside.

Tip:
Always add primer to any cut ends to protect against moisture damage.

To seal the window and trim, caulk the gap between both the window and the trim, and the trim and the siding. We ditched the provided sealant and used three-hour rain-ready silicone caulk, because here in Washington, you never know when the clouds will roll in.

For tips on how to add interior window trim, check out this how-to guide.
by Meg Padgett

Comments

Jean Corey We had all 30 of our windows replaced last summer, plus added one more. It made such a difference, getting rid of the drafts in the house plus reducing the energy costs. And the new windows look so much better than the old aluminum ones.
3 months ago ·
Dean Tura Your work is better than money in the bank
3 months ago ·
crabtreestudio Great article - but please - let me add a reminder to do a lead check. We replaced all our windows on the main floor, and nearly all tested positive for lead paint. You MUST do proper lead containment when switching out windows if there is lead present.
3 months ago · ·
Myers Constructs, Inc. I agree with the comments about lead. Don't fool around with it. Remodeling professionals are required to be EPA / RRP lead safe certified. There is a reason for it.

Your vapor barrier work could be better. If you had cleaned up the framing, you might have created better insulation vapor barrier seals. Don't stuff batt insulation into stud bays. One large stud bay is better than a bunch of little boxed areas.

Always run the tar paper from the front of the house into the window framing. "Shingle" the tar paper to drive water away from and out of the house.

Never use silicone caulk where you want to paint. Paint won't stick to it. Instead use a very high quality paintable latex caulk for these areas.

Diane Menke
Myers Constructs Inc.
myersconstructs.com
3 months ago · ·
jimzeichman I would highly recommend using shims to keep your windows from sagging over time. Glad you were happy with the results but this project is way over the head of most DIYers. Try replacing your garage windows first to see if you are up to the task of doing your whole house.
3 months ago · ·
runingfeet There are no energy efficient windows that can replace the beautiful wavy glass windows in old homes. Any way to keep them and make them more efficient?
3 months ago · ·
jgowins Hi Meg, Great article but I guess I will be somewhat critical. I personally feel that to recommend and install in the steps you performed them is wrong to the consumer. It sounds like you bought a standard window and built to its measurements, which is unnecessary unless you want a specific size . Most all manufacturers will build a window to your measurements which make a simple in and out replacement. Thus, eliminating the necessity to cut back the siding and all the interior work you were forced to do. A proper replacement window, installed properly, should only require a small trim fit inside and out or if measured properly, just a bead of caulking. This eliminates the unsightly 1X4 trim outside and the addition of more wood to maintain. A frugal shopper would find there are more efficient and less expensive windows than Jeld Wen windows available to the consumer. I personally recommend the Softlight window. Built to 1/8" tolerance, has lowest air filtration rate and best solar glass package. But I stress and realize this is just my opinion. Keep up the great work.
3 months ago · ·
donaleen The best and most cost effective thing you can do is add storm windows, particularly wooden storm windows. The pay back period is about five years. Replacement windows take forty or fifty years, longer than the energy efficiency of the new windows will last.
3 months ago · ·
Curb Appeal Renovations Agree with above comments. Most replacement windows are made for opening and replaced from outside never coming inside the home. All this work is not needed.
3 months ago ·
jgowins Donaleen,
In my opinion storm windows are a terrific addition to a picture window or other stationary glasses (stained, leaded etc) due the approx. 3" space which creates an air break. They are a more effective for sound barrier with lower efficiency due to the small opening they require to breath, otherwise they fog or condensate. Example: I'm in Texas and placed storm windows on my leaded glass. Without breather holes top and bottom for air filtration heat build up will soften the lead enough to collapse the windows which eliminates their efficiency to a great degree. Plus wood rots and requires continued maintenance.
I have been in the window business for over 40 years and I have never seen a replacement that has a 40 - 50 year return on investment. The average is 4-6 years and possibly 6-9 years on an upper end product. Could be more in some instances.
FYI: I priced the storms VS. replacement and the replacement was going to cost $107.54 more than storms. Much better value, efficiency and zero maintenance. I ended up with storms because my wife wanted to keep the leaded glass look.
Good conversation, I enjoy and respect your opinion.
3 months ago ·
donaleen I wouldn't call it my opinion. It is based on research.

http://napc.uga.edu/Popular%20Window%20Replacement%20Myths.pdf

That is only one of many articles about storm windows and their benefits. It is also more eco not to make trash of your old windows as well as good thing to preserve an old house.
3 months ago · ·
jgowins Donaleen,
Great article! Thank you for the share. I have printed it off to share at our sales meeting. I can totally agree with you and the article if we are addressing a Historical property which seems to me to be their main topic addressed. However, I do not agree with the statement of efficiency. Nor are they thermally, solar or wind filtration efficient.
Unfortunately there is no date on the article. Technology is such today that the concerns such as deflection, warping, high gloss sheen, profiles etc have all been addressed and eliminated.
This is one of the topics that can be debated all day due to personal beliefs and opinions. Of course nothing can truly replace the beauty of wood. However, one cannot deny documented laboratory facts. And the fact is, unless you are restoring a Historical home requiring original like products for installation, current technology manufactures a far superior, efficient and economical product requiring a substantially less amount of labor.

http://www.soft-lite.com/pdfs/nfrc_barrintonltd_final.pdf

Soft-lite also maintains the Gold certificate for the AAMA and the ONLY window manufacturer which is Gruff certified and recognized for security.
http://www.aamanet.org/general/2/32/certification

Thanks for the information and conversation.
3 months ago · ·
Kathryn Tegreene If you have a vintage house, please look into storm windows and preserve the beautiful old wavy glass. The R value is actually better because there is a greater space between the two panes of glass and it is much less expensive. We had some panes replaced of the old wavy glass and it is about $400 for a large pane. I really think it ruins the look of an old character house to have cheap vinyl windows, but it is just my opinion.
3 months ago · ·
elaineshannon I needed to replace the windows on our 15 yr old house. We had so many that it would have cost a fortune. So we decided to buy storm windows. It has really helped and the cost was 1/4 of what a new window would have cost. They have screens and are protecting the original windows.
3 months ago · ·
jgowins Kathryn,
Old glass or new glass does nothing for the R value. Only when coated with silver oxide does it alter the R value. The only reason your glass is wavy is because it did not go through the annealing process which heats the glass to a higher temperature and slowly cooling it to relieve any internal stresses. Thus increasing glass strength and removing imperfections or deflection in the glass.
3 months ago ·
koreyhart Please don't purchase windows for energy efficiency, the vast majority of homes have many other area where your dollars are better spent for this purpose. Hire a professional energy advisor (BPI.org) or a HERS rather if you would like to know the actual cost benefits of the investment. Most utility programs don't incentivize windows due to this low ROI. If looking for EE improvements, hire a pro to do a proper assessment, and common order of recommendation will be air sealing (attic down, insulation (attic and then walls), then hvac equipment. A great incentive resource is DSIREUSA.ORG. it is a database for incentives, from federal down to your utility. Windows can be very attractive and have much perceived value, just don't purchase for EE and payback purposes. Cheers all. Great thread.
3 months ago · ·
jimzeichman When we bought our current house we ripped out all the vinyl replacements on the main floor (vintage 1985) and replaced them with wood veneered Renewal by Andersen. Every one of the old vinyls were broken and leaky. Not to mention they looked cheap. Now we get tons of compliments on our windows. Upstairs we are keeping the original single pane wood windows with storms. We like the look and they are fairly efficient with the storms. Houses need to breathe. I know of someone who put in new windows, doors and caulking. Now they have to open the front door just to keep a fire going in the fireplace! We put vinyls in our first house and had seal failures, sagging and broken sash balances in every one. Don't think for a minute that vinyl windows are maintenance free. Terrific article and comments.
3 months ago ·
Alan Brookman If you're looking for energy efficiency, it's much more cost-effective to seal and insulate your attic and ductwork before attacking the windows. Changing out windows is expensive, especially compared to the benefits (most heat being lost through the attic), and there's no replacing the look of the old wavy glass, true muntins, and old-growth lumber in a vintage window. There are many ways to seal old windows that won't affect the look of the house. Consider a home performance and cost-benefit analysis before making this move.
3 months ago ·
Kathy Tegreene Old windows can be retrofitted with storm windows for far less then the cost of QUALITY new windows. We purchased a few new windows while doing our restoration at $4-500 each (double hung) where no window previously existed. We kept our old windows and added high quality storms at $3000 for a whole lot of windows. New windows would have easily been $20-30,000 including installation. The payback period for the extra savings between storms (which we installed our selves) and new windows did not make sense. Storm windows do increase the "R" value, which is basically a measure of insulating factor, just like on home insulation.
3 months ago ·
jgowins Kathy,
I stand corrected. I made a major mis-statement. Yes the storm windows do assist the "R" value due to the air break between the panes of glass helping to insulate. When I responded I had solar heat gain on my mind. Excuse the mistake.
3 months ago ·
soundbuild1 hard to tell from the photos but the weatherproofing of a vinyl window should be done a little different depending on where in the country you are...in my opinion of course. Here in rainy Seattle keeping the water out is a priority. The flange on a vinyl window are not as much for weatherproofing as it is for installation. I typically put the flashing (sticky stuff) on the sill and jambs first, then install the window, then put flashing on the jambs and head piece as I reinstall wall membrane (felt paper or tyvek). Then foam around the window with minimally expanding foam and/or caulk...and you're good to go. Here's a pretty good example I found online of what I was talking about. http://www.google.com/url?sa=i&source=images&cd=&docid=Py2knfl7gKTjbM&tbnid=wqp37b0-6sTjvM:&ved=0CAgQjRwwAA&url=http%3A%2F%2Finspectapedia.com%2FBestPractices%2FDoors_Exterior3.htm&ei=s-YsUe2MMMqjigLJ84GwDQ&psig=AFQjCNEp3oB0uSBzNpBie9W-Pz0Q2RT7xw&ust=1361983539822771
3 months ago ·
colonialgp Good lord, people, do not replace. Vinyl windows are about the worst for the environment. A lot of your readers are probably younger than myself and will be on this planet longer. Y'all gotta think about your future.

If you want to stay warm or cool, use storms, curtains and blinds. They work.
3 months ago ·
h2o4unow Not a very accurate article if you ask me. This process could have been streamlined a lot more in a few ways:

1. Order the window to fit the opening. Unless you have a desire to change the size of the window, you can simplify the installation by simply removing the trim, and measuring the rough opening of the existing window. Then, you can order a replacement with no nailing flange that will set right into the existing opening. No need to mess with outside trim or siding...which is especially important if you have asbestos containing siding. Remember to leave 1/2" in the height and width of the window you order for shimming.

2. If you DO decide to change the opening, make sure that the framing you install still properly carries the load of the wall AROUND the window. The original framing in this situation was marginal at best. What was installed after was completely wrong. The vertical and horizontal members are opposite of what they should be, and was overly complicated. A properly framed rough opening will contain a king and a jack stud to carry the weight through the wall and straight through to the floor. A double header above the window will spread the weight AROUND the window, down to a double sill plate, and continue to the jack studs. If any of these terms are unfamiliar to you, google is your friend ;). NEVER nail a vertical weight-bearing member on top of a horizontal member that is only end nailed without support underneath of it.

3. As someone else mentioned below, proper framing would have simplified the insulation of the wall as well; making larger single spaces which are more efficient to insulate.
3 months ago ·
crabtreestudio My goodness - I didn't realize this was going to be such a contentious article! While I do agree replacing windows is not the best thing you can do energy efficiency-wise for your home (the above mentioned attic, sealing ducts, etc are great places to start) it is still a great way to eliminate LEAD from a home. Our windows were old, would no longer stay open - you needed a dowel to prop them up, drafty as all get out (and being a 40's home - they didn't have that pretty wavy glass the comments are going on and on about - they were just old windows). But more importantly, they were covered in lead paint. Moving parts + lead paint = lead dust in the home. That's what inspired me to replace my windows - with high quality windows, not vinyl - we plan living here a long time and wanted something that would last. The small energy savings is just a bonus (the old weight pockets were fully insulated around the new windows and that probably made the most impact).
3 months ago ·
L L P Construction The replacement of windows requires a permit from the local Building & Safety Department in all of US. This for good reason. Hire a General Contractor or Window Professional as it will be inspected for flashing and structural elements. As for the lead paint, the local Bldg. Dept. does not regulate the renovation process so consumers must be aware! Please, if your house was built prior to 1978 read the following link: www.epa.gov/lead/pubs/renovaterightbrochure.pdf

Very good article about the positive results of changing out inefficient windows!

Bryan

L L P Construction
2 months ago ·
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