← Pergola Extension

πŸͺœ Framing Plan

Step-by-step build sequence from the slab up. Two stop-and-verify gates for the highest-risk connections: anchoring to the existing concrete, and attaching to the existing 4Γ—12 beam. Read the whole plan once before buying lumber; reading the safety sections before the corresponding step is non-negotiable.

Sequence at a Glance

  1. Phase 1: Site prep, layout, and post-base anchoring (concrete work)
  2. Phase 2: Post stand & plumb
  3. Phase 3: Beam sandwich β€” front & back 2Γ—8
  4. Phase 4: LSSJ26 hangers on existing 4Γ—12 (rafter-to-house connection)
  5. Phase 5: Rafter installation (high side first, low side second)
  6. Phase 6: Hurricane ties at low side
  7. Phase 7: Polycarbonate roof & flashing
  8. Phase 8: Shade support blocking & shade installation
  9. Phase 8.5: Side-shade blocking (optional, for 3-sided shade coverage)
  10. Phase 9: Final QA, sealing, and cleanup
Tools you'll need (minimum): hammer drill + Β½" masonry bit, hammer, Β½" wrench (or impact driver + sockets), impact driver / drill, β…œ" & Β½" nut drivers, 4' level, 6' level, laser level or transit, plumb bob, 25' tape, Speed Square, circular saw, miter saw (recommended), jigsaw, oscillating multi-tool, β…œ" & Β½" drill bits for SDS anchors, socket set, caulking gun, ratchet straps (2), 2 sawhorses, extension ladders (2 Γ— 8' minimum, or scaffold for the 9'-high work), fall-protection harness if working above 6' on a ladder.
Phase 1

Site prep, layout, and post-base anchoring

Β½ day

Mark the three post centerlines on the slab. Measure 168" between outer post centerlines (use a 25' tape, double-check by measuring the diagonal to confirm a 7'-12'-right-triangle layout). The middle post lands exactly at 84".

⚠️ Safety β€” Concrete anchoring

  • Eye & ear protection required for ALL drilling. Concrete dust is alkaline and irritant; chips fly.
  • Check for rebar before drilling. Use a rebar scanner (Hilti PS-300 or equiv., $40/day rental) on each anchor location. Hitting rebar ruins the bit at minimum, and can compromise the slab structurally. The APVB44 base footprint is small β€” if a rebar hit is unavoidable, shift the base up to 2" (still within TK's design tolerance) to clear it. Mark the cleared position in pencil on the slab.
  • Confirm slab thickness by drilling a test hole at an inconspicuous spot (near a wall, not in the post-base zone) or by referring to the original slab specs. APVB44 anchors are sized for ⅝" Γ— 5" (one anchor per base) β€” minimum effective embedment is 4" in 3000+ psi concrete. If the slab is thinner than 5", use shorter anchors.
  • Use a hammer drill, not a regular drill for the anchor holes. A regular drill will burn out and produce a sloppy hole. SDS-Plus or SDS-Max bits only β€” standard round-shank bits will not survive concrete.
  • Vacuum the hole with a shop-vac and compressed air before driving the anchor. Dust in the hole reduces anchor pull-out strength by 30-50%.
  1. Snap chalk lines on the slab for the three post centerlines. Mark a perpendicular baseline 144" from the face of the existing 4Γ—12 beam (measure from the beam face, not from the wall behind it). Where the baseline crosses each post line is the post center.
  2. Set each APVB44 post base in position. Mark the anchor-hole center (single ⅝" hole in the center of the base's anchor tab).
  3. Drill a ⅝" Γ— 5" hole at each mark with a ⅝" SDS-Plus bit. Vacuum each hole clean.
  4. Drop the wedge anchor (or Titen HD) in, place the washer and nut on top, and tighten the nut with a β…ž" socket. The wedge expands at the bottom of the hole as you torque. Torque to anchor-manufacturer spec (typically 80-100 ft-lb for ⅝" anchors in 3000 psi concrete).
  5. Plumb the post base in both directions with a 4' level. Shim under the base if the slab is uneven β€” non-shrink grout (Quikrete FastSet) sets in 20 minutes and is ideal for bedding.
  6. Let the grout / anchor cure per the manufacturer's spec (typically 24 hours for full strength, though light loads are fine after 2 hours).

First time drilling into concrete? See Β§5. Concrete anchors in the Carpentry 101 page for the Titen HD vs. wedge anchor comparison and the step-by-step drill sequence.

QA gate. After all three bases are anchored, re-check the 168" outer-post distance and the 144" projection from the 4Γ—12. A ΒΌ" error now is a ΒΌ" error at the ridge β€” but a 1Β° rotation in the base is a 1Β° twist in every rafter that lands on it. Triple-check plumb in both directions.
Phase 2

Post stand & plumb

Β½ day
  1. Pre-cut the three 4Γ—4 posts to 92-⅝" finished length (matches the existing pergola's posts β€” same 1" standoff, same saddle depth, same stack-up).
  2. Apply a bead of construction adhesive (PL Premium) on the bottom of each post where it bears on the post base. This prevents squeak and water ingress.
  3. Stand the two outer posts first. Brace them with ratchet straps running to ground anchors or heavy objects. Plumb each post in both directions with a 6' level; check the 168" outer distance hasn't changed.
  4. Stand the middle post. Re-check the 84" symmetry (42" each way from the middle to the outer posts).
  5. Drive four Simpson SDWS22312DBB structural wood screws (each with a STN22 hex-head washer) through the post-base side flange into the 4Γ—4 post. This is the structural connection β€” these are Simpson's required fasteners for the APVB44 (per their installation sheet). The screws are visible and decorative β€” that's the point of the Avant collection.
Heads up: Posts are 8' stock. Even with 3-⅝" trimmed, they'll be 92-⅝" β€” heavy and awkward. Have a helper. A post that falls in the stand damages the base anchors you just set and may chip the slab.
Phase 3

Beam sandwich β€” front & back 2Γ—8

1 day

The two 2Γ—8 beams sandwich the 4Γ—4 posts. The front 2Γ—8 is the visible street-side face; the back 2Γ—8 sits against the 4Γ—12. The 3.5" gap between them is the pocket that hides the rolled-up shade bundle.

  1. Lift the back 2Γ—8 first (it's the one closer to the existing 4Γ—12). Rest it on temporary ledger boards screwed to the posts at the right elevation. Verify elevation with the laser: top of back 2Γ—8 = post top βˆ’ 1.5" (so the front 2Γ—8 cap will sit flush at post top).
  2. Clamp the back 2Γ—8 to the posts. From inside the structure, drill 5/16" pilot holes through the 2Γ—8 and into the post (3-Β½" deep embedment). Use the SDWS 5-Β½" screws with STN22 hex washers. Drive 2 screws per post intersection on the back-beam side.
  3. Lift the front 2Γ—8 (the visible street face). Rest on a second set of temporary ledgers at the post-top elevation. The top of the front 2Γ—8 should be flush with the top of the post.
  4. Drill and drive 2 more SDWS screws per post intersection through the front 2Γ—8 into the post.
  5. Total: 12 SDWS screws with STN22 washers (2 per side Γ— 3 posts Γ— 2 sides). All screws are visible from the front and sides β€” this is the "exposed black decorative hardware" look. Make sure the screws are seated squarely so the STN22 washers sit flat.
QA gate. Set a long level (or a taut string) across the top of the front 2Γ—8 between outer posts. The top edge must be flat β€” any crown in the 2Γ—8 stock will telegraph through the rafters above. If a board is crowned, flip it crown-up before driving the screws; the rafter above will pin it flat.
Phase 4

LSSJ26 hangers on existing 4Γ—12 (rafter-to-house connection)

Β½ day

This is the second stop-and-verify gate β€” you're attaching structural hardware to an existing finished beam. Mistakes here are visible, permanent, and weaken the existing structure if not done correctly.

⚠️ Safety β€” Attaching to the existing 4Γ—12

  • Confirm the 4Γ—12 is structural, not decorative. If the existing pergola was built to code, the 4Γ—12 is bolted to the house framing (typically with Β½" or ⅝" through-bolts every 16-24"). A quick visual inspection from below should show the bolt heads. If you don't see bolts, the 4Γ—12 may be face-screwed or lag-screwed only β€” call out the connection type before drilling.
  • Avoid hitting the existing bolts or the house sheathing behind. The 4Γ—12 is typically 3-Β½" Γ— 11-Β½" actual. Use a deep-socket magnet or a stud finder to locate the existing bolts before drilling for the LSSJ26 hanger nails. If a hanger nail location is blocked by an existing bolt, shift the hanger Β±Β½" (within the LSSJ26's adjustment slot) to clear it.
  • Field-bending the LSSJ26 to 1:12. The LSSJ26 has a factory bend allowance up to 1:12. Bend on a flat surface, not in the air. Use a hickey bar or pipe-wrench grip on the seat flange; bend gradually, checking the angle with a digital protractor or by comparing to a known 4.76Β° reference. Over-bending cracks the galvanized coating and weakens the steel β€” there is no "bending back" in the field.
  • Eye protection for all hammering. Galvanized hanger nails are notorious for fragmenting on impact.
  • Two-person work at 9' elevation. One person holds the hanger in position; the other nails. Don't try to hold and hammer at the same time on a ladder.
  1. Bend all 9 LSSJ26 hangers to 4.76Β° (1:12) on the ground. Stack them and confirm all 9 have the same bend angle before going up.
  2. β†’ See Β§6. Field-bending a hanger in the Carpentry 101 page for the step-by-step with a reference gauge trick.
  3. Mark the 9 rafter locations on the face of the 4Γ—12: starting at one end, mark at 21" on center (r1, r2, r3, … r9). Verify the layout is symmetric: the middle hanger is centered on the 7' mark above the middle post.
  4. For each location: hold the bent hanger flat against the 4Γ—12 face. The top of the hanger should be ~5-⅝" below the top of the 4Γ—12 (so the rafter top will sit 5-β…ž" below the 4Γ—12 top β€” see Cut Sheet Β§6).
  5. Mark the nail-hole positions, then pre-drill pilot holes with a 1/8" bit to 1-Β½" depth. This is critical in older redwood or dense pressure-treated lumber β€” it prevents the hanger from splitting and the nails from bending.
  6. Nail the hanger to the 4Γ—12 using Simpson N10 (10d Γ— 1-Β½") joist hanger nails. Fill every nail hole (typically 6-8 per hanger face).
  7. Repeat for all 9 hangers. After all are installed, run a taut string across the hanger seats β€” they should all align on the same slope plane.
Allowable adjustments: the LSSJ26's seat flange has a slight vertical play (Β±ΒΌ") before nailing. Use this to fine-tune the slope plane so the rafter tops are dead-flat across the run. Don't try to adjust the slope angle per-hanger β€” bend them all identically on the ground and trust the bend.
Phase 5

Rafter installation

1 day
  1. Pre-cut all 9 rafters per the Cut Sheet Β§2 & Β§3. Gang-cut them so the plumb cuts and bird's-mouths are identical. Use rafter #1 as a dry-fit template before cutting #2-9.
  2. Start with rafter #1 (one end). Lift it into the LSSJ26 hanger on the 4Γ—12. Let the bird's-mouth seat on the front 2Γ—8. Verify the rafter is plumb in both directions β€” front-to-back (rafter should be vertical) and side-to-side (rafter should be at 90Β° to the 4Γ—12 face).
  3. Nail the high end into the hanger with 4 Simpson N10 nails (2 per side flange, angled toed-in). Don't drive them all the way yet β€” leave the nails β…›" proud so you can adjust the rafter in the next step.
  4. With rafter #1 in place, run a string line along the top edge from the high end of rafter #1 to where rafter #9 will land. The string gives you the slope plane reference for the rest of the rafters.
  5. Install rafter #9 (the other end) using the same procedure. Now the slope is set by the two end rafters.
  6. Install the remaining 7 rafters (#2 through #8), aligning each top edge to the string. Once aligned, finish nailing.
  7. After all 9 rafters are nailed, double-check rafter spacing (21" o.c., measured face-of-rafter to face-of-rafter) before moving on.
Pre-drill the bird's-mouth heel before seating the rafter. The 2Γ—6 heel is short on cross-section and can split at the heel cut if the H2.5A hurricane tie is nailed in without a pilot hole.
Phase 6

Hurricane ties at low side (H2.5A)

2 hours

The H2.5A wraps the rafter and the top of the 2Γ—8 sandwich to lock the rafter down against wind uplift. It is the rafter's primary resistance to being peeled off the roof in a storm.

  1. Slide one H2.5A over each rafter at the bird's-mouth location. The two side flanges go against the 2Γ—8 sandwich sides; the top flange wraps over the rafter's bottom edge.
  2. Nail the side flanges to the 2Γ—8 first (4 nails: 2 per side), then nail the top flange to the rafter (1 nail). Use Simpson N8 (8d Γ— 1-Β½") or the Simpson-specified fastener.
  3. Verify each tie is snug β€” no daylight between the tie and the wood. A loose tie is a failed tie.
Phase 7

Polycarbonate roof & flashing (2 panels per bay, overlapped)

1 day

Each of the 9 rafter bays gets two 8' panels cut to ~78" and ~79" along the slope, overlapped 12" at the middle so water sheds downhill. The upper panel covers rafter position 0–78", the lower panel covers rafter position 66–145" (a 0.5" overlap onto the front 2Γ—8 of the beam). The 2' rafter tail past the beam is exposed wood (decorative).

  1. Apply a continuous bead of butyl sealing tape along the high-side edge where the upper panel meets the 4Γ—12 face (1 long strip, ~14'). Press the L-flashing into the butyl and screw it to the 4Γ—12 face (not to the rafters). The flashing sheds water over the panel high edge.
  2. Cut all 9 upper panels to 78" and all 9 lower panels to 79". Mark each one to avoid mixing them up β€” the upper panel goes to the high side of the bay, the lower panel goes to the low side.
  3. Install the upper panels first. They run perpendicular to the slope (i.e., up-the-slope) with the ribs vertical. Each panel covers one rafter bay (24" wide = 21" rafter space + 1.5" bearing on each adjacent rafter). Slide the upper edge of the upper panel up under the L-flashing.
  4. Pre-drill EVERY screw hole with a bit 1/8" larger than the screw shank. Polycarbonate expands and contracts significantly with temperature β€” the oversized hole is what allows the panel to move without cracking. A snug hole is the #1 cause of polycarbonate failure.
  5. Drive the polycarbonate screws (EPDM-washer) through the panel into the rafter. Don't overtighten β€” the EPDM washer should just barely compress, not bulge. A bulging washer has lost its seal.
  6. Install foam closure strips at the top (high side, against the L-flashing) and bottom (low side, against the bird's-mouth) of every panel. These keep wind-driven rain and insects out of the panel ribs.
  7. Install the lower panels, overlapping the upper panels by 12". The lower panel's upper edge sits ON TOP of the upper panel's lower edge β€” this is the key to water shedding. Secure the lower panel with screws into the rafter, just like the upper panel.
  8. Add a foam closure strip at the overlap seam (between the two panels' meeting edges) if you want extra weather protection β€” recommended.
  9. Install U-shaped end caps on the front (low) edge of every panel. A dab of silicone on the cap holds it on.
Polycarbonate expands β‰ˆ β…›" per 8' panel per 50Β°F temperature change. A panel can move ΒΌ" between a cool morning and a hot afternoon. The oversized holes and floating screw installation are what allow this movement. Do not skip the pre-drill step.
Phase 8

Shade support blocking & shade installation

Β½ day
  1. Mount the 80.5" 2Γ—4 shade support blocks horizontally against the back side of the rear 2Γ—8 beam (one block per opening, two blocks total). The top of each block should be at the desired top of the shade opening β€” typically at the very top of the 3.5" pocket between the front and back 2Γ—8.
  2. Pre-drill and screw the blocks to the back 2Γ—8 from the outside (use 3" deck screws through the 2Γ—8 into the block end-grain).
  3. Mount the shade brackets to the underside of the rear 2Γ—8 (or to the inside face of the posts, per the shade manufacturer's instructions). The brackets must allow the rolled-up shade bundle to recess into the 3.5" pocket and be hidden by the front 2Γ—8 from street view.
  4. Install the roller shades per the manufacturer's instructions. The wand operator should be on the post side (not the open side) so it doesn't catch on anything when the shade is fully extended.
  5. Test extend and retract both shades. Verify the rolled-up bundle is fully recessed into the pocket and not visible from the street.
Phase 8.5

Side-shade blocking (optional, recommended for 3-sided shade coverage)

2-3 hours

If you want shades on the SIDES of the structure (north and south faces) in addition to the front (east face), add horizontal side blocking now. This is a design idea that came from the AI renderings β€” the AI consistently added horizontal side beams even though the original spec didn't call for them, and on reflection those beams are useful as shade mounting points. Two more roller shades turn this from a 2-sided sun shield into a 3-sided outdoor room.

  1. Cut two 2Γ—4 or 2Γ—6 side blocks per side: one runs along the top of the post-beam intersection on the side, the other runs along the bottom. The blocks are horizontal, parallel to the ground, and span the 12' depth of the new structure. They mount to the inside face of each side rafter (or to a small cleat screwed to each rafter).
  2. Each shade opening on the sides should be 80.5" tall (matching the front opening for consistency). The shade rolls up into a pocket between the side rafter and the side block, or between the block and a small fascia board.
  3. Mount the side shades per the manufacturer's instructions. The wand operator should be inside the structure (toward the back, near the pavilion) so it doesn't get in the way of traffic.
  4. Side shades typically use the same 72" Coolaroo Sesame shades as the front, just mounted vertically on the side. The visible width is the 12' depth of the new structure, so the shades are wide-format. Verify the manufacturer's max-width spec β€” 72" is the standard Coolaroo width.
Cost impact: two additional 72" shades at ~$100/each = $200. Two additional shade brackets at ~$15/each = $30. Two additional 2Γ—6 side blocks per side (cut from 8' or 10' stock) = ~$15/each side. Total: ~$260 to add 2-sided shade coverage. Plus a few hours of installation time. Worth it if you want wind protection on the side walls in addition to sun protection on the front.
Phase 9

Final QA, sealing, and cleanup

1 day

Final QA checklist

Sealing & finishing

  1. Sand any rough edges on the rafter tails and beam ends (80-grit, then 120-grit). Ease the exposed corners slightly β€” sharp 90Β° corners on rafter tails look amateurish and splinter.
  2. Apply the exterior wood sealer/stain to all six faces of every visible piece: posts, beams (front face only β€” back is hidden), rafters (top, bottom, and tail-end). Two coats, 24 hours apart. Back-brush into end-grain especially at the post tops and rafter tail ends β€” end-grain absorbs 5-10x more finish than face-grain.
  3. Touch up the SDWS screw heads and STN22 washers with a small brush if any sealer dripped on them.
  4. Remove construction debris. Sweep the slab. Caulk the joint between the post base and the slab with a high-quality exterior caulk to prevent water pooling under the base.
Ongoing maintenance. Re-seal the redwood every 2-3 years. Inspect the polycarbonate screws annually β€” the EPDM washers degrade in UV and may need replacement at year 5-7. Re-torque the masonry anchors every 5 years (concrete creep can loosen them over time).

Elevation Reference (Side View)

House Existing 4Γ—12 beam (108" AFF underside) New 4Γ—4 post (on APVB44 base) Concrete slab 2Γ—8 sandwich beam 2Γ—6 rafter on 1:12 slope β†’ 2' tail LSSJ26 H2.5A Polycarbonate roof panel 144" run (face of 4Γ—12 β†’ post CL) 24" tail (2' overhang)
Side elevation (looking from the open side of the pergola). The rafter rises from the new double-2Γ—8 beam up to the LSSJ26 hanger on the existing 4Γ—12, with a 2' tail projecting past the new beam to the right (exposed wood past the 12' polycarbonate panels).
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