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Retrofitting building stock through heating electrification and energy efficiency improvements is essential for achieving carbon neutrality. Understanding the effects of electrification and efficiency retrofits on building-resident satisfaction and adaptive behaviors is important, as these directly impact retrofitting success, adoption rates, energy consumption, and performance. There is a gap in understanding the combined effects of heating electrification and building efficiency retrofits. Using data collected over 2.5 years, we performed integrated qualitative and quantitative analyses to evaluate the combined effects of heat pump electrification and a roof insulation retrofitting in a 10-unit New York City apartment building. Building-resident satisfaction with each strategy was assessed, and impacts on occupant thermal comfort, energy behavior, indoor thermal environment, and energy consumption were analyzed. Despite perceived challenges and resident skepticism, air source heat pumps (ASHPs) provided adequate indoor thermal comfort. ASHPs were preferred over steam boiler heating for controllability, noise reduction, and improved thermal comfort. Unintended benefits included improved aesthetics, reduced real estate needs, and decreased burn potential. With heat pumps, some residents adopted energy-conservative behaviors while others adopted “comfort-taking” behaviors, prioritizing comfort over conservation. The roof insulation retrofit further improved resident thermal comfort and decreased total building heating energy requirements by 25.3–34.2% and heating peak power requirements by 10.7%. The retrofit also improved ASHP efficiency in previously uninsulated spaces, effectively mitigating heat pump undersizing effects. Combined energy retrofitting strategies could play a key role in ensuring thermal comfort and building energy efficiency toward carbon neutrality. 

Abstract The integration of variable and intermittent renewable energy generation into the power system is a grand challenge to our efforts to achieve a sustainable future. Flexible demand is one solution to this challenge, where the demand can be controlled to follow energy supply, rather than the conventional way of controlling energy supply to follow demand. Recent research has shown that electric building climate control systems like heat pumps can provide this demand flexibility by effectively storing energy as heat in the thermal mass of the building. While some forms of heat pump demand flexibility have been implemented in the form of peak pricing and utility demand response programs, controlling heat pumps to provide ancillary services like frequency regulation, load following, and reserve have yet to be widely implemented. In this paper, we review the recent advances and remaining challenges in controlling heat pumps to provide these grid services. This analysis includes heat pump and building modeling, control methods both for isolated heat pumps and heat pumps in aggregate, and the potential implications that this concept has on the power system.