Patricia O' Hanlon v The Information Commissioner & Anor [2023] UKFTT 104 (GRC)

EA/2021/0317[2023] UKFTT 00104 (GRC)PATRICIA O’HANLONAppellant:andTHE INFORMATION COMMISSIONERFirst RespondentHEALTH AND SAFETY EXECUTIVESecond RespondentHearing: 21 April 2022.Before: Judge Brian Kennedy QC, Naomi Matthews, and David CookAt: Evidence taken at Liverpool Family and Civil Court.Representations:The Appellant: as a Litigant in Person.The First Respondent: Helen Wrighton, Solicitor, by written submissions.The Second Respondent: Tom Tabori of Counsel.Deliberations: 18 July & 1 August 2022 & 3 February 2023.Result: Appeal allowed and substituted decision provided:(See: Paragraph [65])REASONSPatricia O' HanlonClaimantThe Information Commissioner & AnorDefendantDate 2023-02-03
[1]Information that is personal data of which the applicant is not the data subject: regs 12(3) and 13;[2]Information that is not held by the authority: reg 12(4)(a);[3]Information that is a manifestly unreasonable request: reg 12(4)(b);[4]Information public disclosure of which would adversely affect the course of justice, the ability of a person to receive a fair trial or the ability of a public authority to conduct an inquiry of a criminal or disciplinary nature: reg 12(5)(b). [45] The Second Respondent referred to R (Evans) v AG [2015] AC 1787, for the purposes of identifying the approach to be taken when considering the public interest balancing test. Further, concerning regulation 12(5)(a) EIR, the Second Respondent relied upon Bromley v IC and Environment Agency EA/2006/0072 to explain the searches which must be carried out before regulation 12(4)(a) can be relied upon if the authority does not hold the information. In addition the second respondent considered regulation 12(5)(b) and the 4-stage approach outlined in Archer v IC and Salisbury DC EA/2006/0037. [46] In relation to regulation 13 EIR, the Second Respondent highlighted that regulation 13(1) EIR states, to the extent that the information requested includes personal data of which the applicant is not the data subject, a public authority must not disclose the personal data if at least one of three conditions is satisfied. In relation to the second and third, the public interest test additionally applies and must weigh in favour of non- disclosure for the prohibition in disclosure of the personal data to apply: reg 13(1)(b). In this case, only the first and third conditions (reg 13(2A) and (3A)) are relevant. [47] The Second Respondent invited the Tribunal to find, applying the approach provided in Bromley, that the ultimate extent of the search was exhaustive and properly directed, and, on the balance of probabilities, nothing further is held that falls within scope of the Request. Measure of the breadth of the search parameters is Mrs O’Hanlon’s response in relation to some of the further disclosure that it fell outside scope of what she was seeking. [48] The Second Respondent submitted that the quality of public authority record keeping, and internal administration is not the concern of the FTT. If material is not held, then it cannot be disclosed, nor its disclosure ordered. Nonetheless, issues have arisen in these proceedings as to the quality of HSE’s record keeping, in particular that its COIN records begin only with the date on which a Duty holder’s name is identified and the absence of deletion record in respect to the original inspector’s notebook. [49] The Second Respondent contended that there were two jurisdictional obstacles to Part 1 of the appeal. Firstly, that the refusal was made on 6.5.2020. No further request for later material was made, only the request and requests for response to the request on 6.7.2020 and 29.7.2020. Further, the redacted COIN information postdates that Refusal. The date within the redacted information is long after the request, and the preceding redacted prosecution-related information is contemporaneous which postdates a review dated to 21 and 22.5.2020, which is after the request. Secondly, the Second Respondent provided a further response to the DN on 29.10.2021 disclosing a redacted version of the COIN record. In addition, further disclosure was made during the course of the proceedings. Therefore, the Tribunal does not have the jurisdiction to determine matters that were not subject of complainant to the Commissioner. 67. [50] The Second Respondent made the following submissions in relation to COIN:
“First, the effect claimed by HSE, as set out when disclosing the redacted COIN file to Mrs. O’Hanlon on 29.10.2021, is an adverse one; namely that if its decision-making process was made public, it could be used by unscrupulous Duty holder(s) to circumvent health and safety legislation thereby avoiding enforcement action. This recalls the tribunal’s finding in Archer at paragraph 56, that disclosure of the report would have disclosed the council’s strategy in dealing with breaches, its view of the strength and weakness of its position, with the adverse effect on the ability of the council to conduct an inquiry of a criminal nature. Secondly, in light of the extent of disclosure of COIN already made and precision of the limited redactions maintained, disclosure of the remaining withheld information would be to the extent necessary to avoid that adverse effect. Thirdly, that disclosure would, on the balance of probabilities, have the adverse effect claimed. This manifest on the face of and given the nature of the material redacted on reg 12(5)(b) grounds, namely HSE decision-making in relation to whether to proceed to prosecutions Fourthly, in all the circumstances of the case, the public interest in maintaining the exception outweighs the public interest in disclosing the information. On the disclosure side, the general interest in transparency and the particular interest in transparency on matters of public health and safety.” [51] The Second Respondent’s submissions in response to the assertion that complaints from members of the public, councilors and the MP were received between 30th January and 7th February 2020 are as follows: “First, it held a concern received from a member of the public dated 30.1.2020. HSE withheld this in reliance on regs 12(5)(b) and 13. As to reg 13, Mrs. O’Hanlon has confirmed that she does not seek any content that is personal data. This remains the case other than for the inspectors. Second, it held a complaint from Lydiate Residents, including Mrs. O’Hanlon, dated 5.2.2020 HSE withheld this on grounds of regulation 12(4)(b) (manifest unreasonableness – because already held by Mrs. O’Hanlon). Third, it held email communication between Mrs. O’Hanlon and HSE between 5-17.3.2020. As the Commissioner observes, save for the first two days, 2c largely fell outside scope of the Request so need not have been identified as a document in scope of Request 2. HSE also withheld this on grounds of regulation 12(4)(b). Fourth, a complaint from Mrs. O’Hanlon via HSE’s Concerns and Advice Team (CAT), to HSE’s Chief Executive and informally, directly to the Inspectors. This is a complaint by Mrs O’Hanlon, such that reg 12(4)(b) applies. If she does not have a record of that complaint and desires one, she may request the same by way of subject access request. The Commissioner’s Guide to the EIR195 states on p 9: “The [EIR] don't provide a right of access to a person's own information. If someone makes a request for their own personal information, you should deal with it as a data protection 'subject access request”
. This reflects reg 5(3) EIR. Fifth, three complaints received via CAT from members of the public, dated 2, 4 and 7.2.2020. Thirdly, two complaints received via CAT from the MP’s office, dated 6 and 7.2.2020. [52] The Second Respondent argued that Mrs. O’Hanlon’s replies to the Second Respondents’ responses to her appear on Part 5 are criticism of the absence of consignment notes, which does give the FTT grounds under a 58(1) FOIA to interfere with the DN. Further, the Second Respondent contended that they will only hold an F10 notification where it has been provided by a duty holder. This was disclosed to the Appellant in Excel format. [53] As to reg 13, as stated above, the Second Respondent stated that the Appellant does not seek personal data other than inspector names. 68. [54] As to reg 12(5)(b), on which the Second Respondent relies in respect to all withheld correspondence, the four-fold approach from Archer applies as follows:
“First, the explanatory and empirical evidence given by Jane Cloherty describes an adverse effect, in summary: prejudice to HSE ability to carry out future investigations successfully, the preference for and quality of voluntarily disclosed evidence, the risk of deterring cooperation amongst the investigated, an example of a previous significant impact caused by HSE disclosure of correspondence voluntarily disclosed to HSE, and the importance of HSE having a safe space in which operate during live investigations. Information that reveals an authority’s strategy for dealing with regulatory breaches, including assessment of the merits of its position and strength of evidence, may have the adverse effect on the protected interest: Archer, §56. Secondly, no more than is necessary has been withheld. The exception has only been relied on to the extent necessary. The nature of the adverse impact is such that it is not ameliorated through redaction and partial disclosure. Thirdly, as to whether the adverse effect ‘would’ occur, rather than mere risk, as with the Part 2 complaints, the written evidence of Mrs Cloherty is lucid, cogent and detailed, and backed up by oral evidence which the FTT is invited to find was frank and helpful to the FTT’s queries, owning limitations of her knowledge such that proper enquiries could be made to answer the FTT’s queries. Relevant to this third probability question within her evidence is the example given is the specific example given of an incident where information was disclosed in response to FOIA request and led to a cessation in voluntary supply of information by regulates.This breadth of impact on: “efficacy”: is analogous with PI reasons given by DN and HSE, in particular the “efficacy” of the whistleblowing on which HSE depends and the cooperation on which it would rather depend. This is particularly relevant in a complaint suffused with criticism of HSE’s regulatory performance, the implication of which is desire that HSE be an effective regulator. Fourthly, as to the public interest test, HSE repeats its submission on the test as made in respect to Part 1 and 2. HSE’s investigative function is as dependent on the confidentiality of the HSE-duty holder correspondence requested under Part 11 as it is dependent on the confidentiality of the complaints requested under Part 2. They respectively comprise the key stages of HSE’s regulatory operation, completed by the prosecutorial information requested under Part 1. It is impossible to see that the adverse effect on these functions as less great than the general public interest in transparency and the particular public interest in disclosure of this information to better inform Mrs O’Hanlon and the public about the action of the Duty holder and HSE’s investigation. that would result from the disclosure of this correspondence”
. Appellant’s Closing Submissions: [55] The Appellant provided a chronology of events which outlined the alleged asbestos incident and the effect that this has had on the residents. The Appellant referred to stages of this appeal in which she was not satisfied with the response received. The Appellant proffered arguments that both the Commissioner the Second Respondent erred in their handling of the request and their interpretation of the law some of these contentions are not material to the case at hand. Further, the Appellant highlighted the inaccuracies in which she believed appeared in the witness statement of the Second Respondent’s witness. Conclusions: [56] Both the Appellant and the Second Respondent had initially approached this exercise – including the request and the original response – on the basis that the applicable statutory regime was FOIA. It was submitted by the Second Respondent at the hearing, and, indeed, in written submissions beforehand, that the correct basis for considering this matter was with respect to EIR. The Appellant did not disagree with those submissions. It is therefore common ground, and a position that we agree with, that the position is one for which EIR applies. Part 1:
“copies of their reports and any other reports relating to HSE Inspectors' visits at this site” [57] Our attention was drawn to the submissions as to the COIN Report. It was notable that, despite previous statements that no more information was found by the Second Respondent within the confines of the request, in fact more information was then found during the course of the hearing day. On that basis, we can only conclude that there was more information that should have been identified and provided to the Appellant earlier and we deal with those matters and the necessary substitute Decision Notice further below. [58] The further information falling within this broad heading, and our decision in respect of them, is as follows: a. “Information about an employee’s actions or decisions in carrying out their job is still their personal data”
We accept and adopt the written submissions made on behalf of the Second Respondent in this respect:
“O’Hanlon did not request disclosure of the unredacted copies of the internal emails. In her reply to HSE, she stated that they lacked the information she sought.” b. “Inspectors’ notebooks”
Again, we accept and adopt the written submissions made on behalf of the Second Respondent:
“In her reply to the Commissioner, Mrs O’Hanlon did not request the notebooks. This underlines the breadth of HSE’s search. It has ultimately interpreted her Request so broadly that Mrs O’Hanlon considers it broader than what she was requesting”. [We accept that the notebook entries can be withheld under reg 12(5)(b).] Part 2: “complaints from members of the public, councillors and the MP were received between 30th January and 7th February 2020” [59] We accept and adopt the written submissions made on behalf of the Second Respondent in this respect: “99. First, it held a concern received from a member of the public dated 30.1.2020. HSE withheld this in reliance on regs 12(5)(b) and 13. As to reg 13, Mrs O’Hanlon has confirmed that she does not seek any content that is personal data.That remains the case other than for the inspectors. As to reg 12(5)(b): a. Disclosure would have clear adverse effect on HSE’s ability to conduct investigations into possible regulatory breach or take enforcement action if unable to provide notifiers with a confidential environment in which to report, a dissuasion risk not removed by anonymisation. The particular nature of this public interest has been explained in detail by HSE in its IR Response of 9.8.2021 and its basis further explained in the statement of Jane Cloherty at §§70-75 and 126. In her oral evidence, Mrs Cloherty said that when individuals submit a complaint, they are asked whether they wish to provide their name; 68% indicated that they do not want their name to be passed to the dutyholder in question; 8% don’t want to give name at all to HSE; there are 20,000 complaints per year; and, as to the reason for the anonymity, “without it, people would not come forward to HSE”
. HSE notify whistleblowers that any information given to HSE will remain confidential.188 In the DN, the Commissioner accepted that HSE was entitled to rely on reg 12(5)(b) in order to withhold 2a and that the public interest favoured maintaining this exception. Its unimpeachable reasons are at §§35-38 and 45-50 of the DN. b. This effect arises from disclosure of any complaints: it is class based and it cannot be removed through redaction or partial disclosure. None of the documents over which it is claimed falls outside that class. c. As to probability, Mrs Cloherty’s evidence is unchallenged and incontestable as to the impact, to which the FTT is referred. d. The extent of information already disclosed means that limited weight can be attached to the public interest in disclosure of the complaints to HSE. By contrast, protecting the confidentiality of complainants is integral to HSE’s regulatory function and at the core of the interest protected by reg 12(5)(b). The balance is clearly set in favour of non-disclosure.[100]Second, it held a complaint from Lydiate Residents, including Mrs O’Hanlon, dated 5.2.2020. HSE withheld this on grounds of reg 12(4)(b) (‘manifest unreasonableness’ – because already held by Mrs O’Hanlon).[101]Third, it held email communication between Mrs O’Hanlon and HSE between 5-17.3.2020. As the Commissioner observes, save for the first two days, 2c largely fell outside scope of the Request so need not have been identified as a document in scope of Request 2. HSE also withheld this on grounds of reg 12(4)(b).[102]On 23.8.2021, pursuant to its investigation of the complaint, the Commissioner notified the HSE that Mrs O’Hanlon had acknowledged that she already held the second and third communication items.[103]Pursuant to HSE’s further searches in response to the appeal identified further information falling within scope of Part 2 of the Request but not identified as held at the time of the Request and the IR.[104]Fourth, a complaint from Mrs O’Hanlon via HSE’s Concerns and Advice Team (“CAT”), to HSE’s Chief Executive and informally, directly to the Inspectors. This is a complaint by Mrs O’Hanlon, such that reg 12(4)(b) applies. If she does not have a record of that complaint and desires one, she may request the same by way of subject access request. The Commissioner’s Guide to the EIR195 states on p 9:
“The [EIR] don't provide a right of access to a person's own information. If someone makes a request for their own personal information, you should deal with it as a data protection 'subject access request”
. This reflects reg 5(3) EIR.[105]Fifth, three complaints received via CAT from members of the public, dated 2, 4 and 7.2.2020. Thirdly, two complaints received via CAT from the MP’s office, dated 6 and 7.2.2020.[106]In relation to the fourth and fifth, reg 12(5)(b) applies as submitted above in relation to the first. Further, HSE would reiterate its statements as to the purpose and importance of affording anonymity to the members of the public, trade union representatives and employees who use HSE’s CAT service.” Part 5: “Consignment notes for waste and hazardous waste removed from site” [60] We accept and adopt the written submissions of the Second Respondent in this respect: “107. Within scope of this part of the Request, the HSE identified that it held: a bulk identification certificate and job completion note.199 It disclosed them, redacting only information engaging reg 13.200 Mrs O’Hanlon has notified that she does not seek personal data. The DN accepted the HSE’s position that nothing more was held within scope of this part of the Request. The Commissioner’s Response states: “Mrs O’Hanlon's arguments on appeal do not go to disturb that conclusion”. ...[110]Mrs O’Hanlon’s replies to the Respondents’ responses to her appeal on Part 5 are criticism of the absence of consignment notes, which does give the FTT grounds under s 58(1) FOIA to interfere with the DN.” Part 7: “copies of: … F10 Notification” [61] We accept and adopt the written submissions of the Second Respondent in this respect: “113. Whilst the F10 notification was outside the scope of the Request as it was received after 27.4.2020, again adopting a broad interpretation of the scope of the Request, HSE nevertheless decided to disclose to Mrs O’Hanlon the F10 notification information that it held as part of its 9.8.2021 IR. ...[116]Nonetheless, Mrs O’Hanlon’s Reply to HSE’s Response to her appeal stated that “This was not what I had asked for. I am asking once again for the F10 form relating to the start of development on this site which is a statutory requirement.”. As to Mrs O’Hanlon’s reference to the “statutory requirement”, insofar as Mrs O’Hanlon refers to the reg 6 CDM Regs duty set out above, she is correct. It does not follow that HSE in fact holds a pre-construction F10 notification. HSE will only hold an F10 notification where this has been provided by a dutyholder. The F10 notification information disclosed to Mrs O’Hanlon (in Excel format) is all the F10 notification information that HSE hold in relation to the Site (this being all that has been notified by the dutyholder to HSE).” Part 11: “Any correspondence between HSE, the MP, Sefton Council officers and the developers of this site” [62] We accept and adopt the written submissions of the Second Respondent in this respect: “122. As to reg 13, as stated above, Mrs O’Hanlon does not seek personal data other than inspector names.[123]As to reg 12(5)(b), on which HSE relies in respect to all withheld correspondence, the four-fold approach from Archer applies as follows.[124]First, the explanatory and empirical evidence given by Jane Cloherty at §§96-107 [OB/414-416] describes an adverse effect, in summary: prejudice to HSE ability to carry out future investigations successfully, the preference for and quality of voluntarily disclosed evidence, the risk of deterring cooperation amongst the investigated, an example of a previous significant impact caused by HSE disclosure of correspondence voluntarily disclosed to HSE, and the importance of HSE having a safe space in which operate during live investigations. Information that reveals an authority’s strategy for dealing with regulatory breaches, including assessment of the merits of its position and strength of evidence, may have the adverse effect on the protected interest: Archer, §56.[125]Secondly, no more than is necessary has been withheld. The exception has been only been relied on to the extent necessary. The nature of the adverse impact is such that it is not ameliorated through redaction and partial disclosure.[126]Thirdly, as to whether the adverse effect ‘would’ occur, rather than mere risk, as with the Part 2 complaints, the written evidence of Mrs Cloherty is lucid, cogent and detailed, and backed up by oral evidence which the FTT is invited to find was frank and helpful to the FTT’s queries, owning limitations of her knowledge such that proper enquiries could be made to answer the FTT’s queries. Relevant to this third probability question within her evidence is the example given is the specific example given of an incident where information was disclosed in response to FOIA request and led to a cessation in voluntary supply of information by regulates. This breadth of impact: on “efficacy”: is analogous with PI reasons given by DN and HSE, in particular the “efficacy” of the whistleblowing on which HSE depends and the cooperation on which it would rather depend. This is particularly relevant in a complaint suffused with criticism of HSE’s regulatory performance, the implication of which is desire that HSE be an effective regulator.[127]Fourthly, as to the public interest test, HSE repeats its submission on the test as made in respect to Part 1 and 2. HSE’s investigative function is as dependent on the confidentiality of the HSE-dutyholder correspondence requested under Part 11 as it is dependent on the confidentiality of the complaints requested under Part 2. They respectively comprise the key stages of HSE’s regulatory operation, completed by the prosecutorial information requested under Part 1. It is impossible to see that the adverse effect on these functions as less great than the general public interest in transparency and the particular public interest in disclosure of this information to better inform Mrs O’Hanlon and the public about the action of the Dutyholder and HSE’s investigation. that would result from the disclosure of this correspondence.” Result: [63] This Tribunal has had regard to the evidence which demonstrated the Second Respondent did hold further information within the scope of the request. However, we accept this was produced through the sincere endeavours of Ms. Cloherty, their witness at, and during the hearing. The Tribunal found this witness to be honest, forthcoming, and co-operative throughout and whilst there was a clear indication from her evidence that records, information, and the systems under which they were held, were far from satisfactory, they were as they were and remained in need of improvement. This is something the Tribunal are not empowered to assist with. [64] The Tribunal have not been persuaded on the balance of probabilities that there is any further information within the scope of the request held by the Public Authority in this case. We welcome the supporting persuasive submissions, made by Counsel on behalf of the Second Respondent and as can be seen above we accept and adopt many of those submissions. [65] Accordingly, we allow the appeal and issue a substituted decision whereby we find there was information within the scope of the request held and not disclosed at the time of the DN, which has now been disclosed. However, we have not been persuaded that there is any further material and make no further direction to the Second Respondent in that regard. 93. [66] We refer all parties to The Tribunal Procedure (First-tier Tribunal) (General Regulatory Chamber) Rules 2009: “Consolidated version – as in effect from 21 July 2021 Overriding objective and parties' obligation to co-operate with the tribunal 2.—(1) The overriding objective of these Rules is to enable the Tribunal to deal with cases fairly and justly.(2) Dealing with a case fairly and justly includes— (a) dealing with the case in ways which are proportionate to the importance of the case, the complexity of the issues, the anticipated costs, and the resources of the parties; “ [67] If there is further information sought, which may be held by the Public Authority herein, then we direct the parties to serve the overriding objective in Rule 2 and seek a resolution by means of a consent order or such other effective and efficient means that will save the Tribunals’ precious time and resources. My sincere apologises for the delay in promulgating this decision to all concerned. Overriding objective and parties' obligation to co-operate with the tribunal Brian Kennedy KC 3 February 2023. Promulgation Date : 3 February 2023

Cited in 1 later judgment