What Happens During an Energy Efficient Window Installation

Half an inch of gap around a window frame is usually all the room there is for shims, foam and sealant, and that small space decides whether the opening stays dry. What energy efficient windows carlsbad heather fortner has logged from opened walls in Carlsbad, CA shows the same pattern: leaks trace back to the flashing sequence and the sill, not to the window unit itself. Window replacement here starts with choosing how much of the old frame stays in the wall.
Insert or full frame

An insert installation, also called a retrofit, sets a new window inside the existing frame. Interior and exterior trim mostly stay in place, which keeps the job short. The new frame sits inside the old one, so the glass area shrinks slightly. A full frame installation removes the old frame down to the rough opening. That takes more labor and more trim work, but it is the only way to see what is behind the frame. A vinyl window can be built for either method, so the choice depends on the condition of the wall, not the product.
Inspecting the rough opening

Once the old frame is out, the framing gets checked for rot and water damage. Soft sill plates and stained studs are cut out and replaced before anything new goes in. Walls in Carlsbad stay damp longer under the marine layer, so the sill and lower jambs get probed with a screwdriver, not just looked at. Sound wood takes the blade only a hair deep.
Flashing and the sill pan
Flashing goes on in shingle fashion. Lower pieces are installed first and upper pieces lap over them, so water is directed outward and down. A sill pan or sloped sill flashing sits under the window and collects water that gets past the outer seal, then sends it back outside. Caulk alone does not do this job. It is a backup layer, not the drainage plan.
Shims, foam and sealant
Shims go at specific points so the window sits level, plumb and square. A double hung sash that binds, or a casement that will not latch, usually points to a frame that was set out of square. The gap between frame and rough opening is then filled with low expansion foam, or with backer rod and sealant. High expansion foam can bow a frame and pinch the sashes, so it stays out of the cavity.
Weep holes and energy performance
Weep holes at the bottom of the frame must stay open so water that enters the frame channel can drain out. Sealant or paint over them traps that water inside the sill. Installation quality also affects energy performance, because uninsulated gaps let air move around even the best insulated glass or double pane unit. Across San Diego County the glass package gets the credit on the spec sheet, but the install does half the work.