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Genuine and Determining Occupational Requirement as an Exception to the Prohibition of Discrimination in EU Law

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The European Union as Protector and Promoter of Equality

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Abstract

This chapter presents the EU legal regulations and the case law of the Court of Justice concerning genuine occupational requirements. According to the Anti-Discrimination Directives, this exception can be invoked in relation to all the grounds protected under EU law. However, the Court of Justice jurisprudence has focused mainly on two of them, namely sex and age. This can change in future as in Bougnaoui (Case C-188/15, Asma Bougnaoui and Association de défense des droits de l’homme (ADDH) v Micropole SA (ECJ 14 March 2017)) it also referred to this exception in the framework of discrimination on the grounds of religion. All of the cases show that the concept of ‘a genuine and determining occupational requirement’ is interpreted in a strict manner. Moreover, the proportionality of measures applied seems to play a decisive role in the assessment of the Court if the exception has rightly been invoked in the particular circumstances of a case. Unfortunately, the degree of its scrutiny varies, so it is a case-by-case analysis based on individual situations.

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Notes

  1. 1.

    Muir (2015), p. 935.

  2. 2.

    Maliszewska-Nienartowicz (2014), pp. 43–44.

  3. 3.

    Council Directive 76/207/EC on the implementation of the principle of equal treatment for men and women as regards access to employment, vocational training and promotion, and working conditions, OJ L 39/40-42 (1976).

  4. 4.

    Pitt (2009), p. 3.

  5. 5.

    Case 165/82, Commission of the European Communities v United Kingdom of Great Britain and Northern Ireland (ECJ 8 November 1983).

  6. 6.

    Proposal for a Directive of the European Parliament and of the Council amending Council Directive 76/207/EEC on the implementation of the principle of equal treatment for men and women as regards access to employment, vocational training and promotion, and working conditions, COM (2000) 334 final of 11 July 2000, OJ C 337 E/204 (2000).

  7. 7.

    Council Directive 2000/43/EC implementing the principle of equal treatment between persons irrespective of racial or ethnic origin, OJ L 180/22-26 (2000); Council Directive 2000/78/EC establishing a general framework for equal treatment in employment and occupation, OJ L 303/16-22, (2000).

  8. 8.

    Council Directive 2006/54/EC on the implementation of the principle of equal opportunities and equal treatment of men and women in matters of employment and occupation, OJ L 204/23-36 (2006).

  9. 9.

    See Art. 4 (1) of Directive 2000/43, Art. 4 (1) of Directive 2000/78 and Art. 14 (2) of Directive 2006/54.

  10. 10.

    Muir (2015), p. 936.

  11. 11.

    Pitt (2009), p. 2.

  12. 12.

    Case 222/84, Marguerite Johnston v Chief Constable of the Royal Ulster Constabulary (ECJ 15 May 1986).

  13. 13.

    Case C-447/09, Reinhard Prigge and Others v Deutsche Lufthansa AG (ECJ 13 September 2011).

  14. 14.

    Case C-416/13, Mario Vital Pérez v Ayuntamiento de Oviedo (ECJ 13 November 2014).

  15. 15.

    Council Directive 2000/78/EC—explanation added.

  16. 16.

    Case C-188/15, Asma Bougnaoui and Association de défense des droits de l’homme (ADDH) v Micropole SA (ECJ 14 March 2017), para. 92.

  17. 17.

    Case 248/83, Commission of the European Communities v Federal Republic of Germany (ECJ 21 May 1985).

  18. 18.

    Case 318/86, Commission of the European Communities v French Republic (ECJ 30 June 1988).

  19. 19.

    Pitt (2009), p. 3.

  20. 20.

    Case 248/83, Commission of the European Communities v Federal Republic of Germany (ECJ 21 May 1985).

  21. 21.

    Burri (2006), p. 2.

  22. 22.

    Art. 3 (4).

  23. 23.

    Burri (2006), p. 3.

  24. 24.

    Łopatowska (2009), p. 82.

  25. 25.

    Case 222/84, Marguerite Johnston v Chief Constable of the Royal Ulster Constabulary (ECJ 15 May 1986).

  26. 26.

    Case C-273/97, Angela Maria Sirdar v The Army Board and Secretary of State for Defence (ECJ 26 October 1999).

  27. 27.

    Pitt (2009), p. 5.

  28. 28.

    Case C-285/98, Tanja Kreil v Bundesrepublik Deutschland (ECJ 11 January 2000).

  29. 29.

    Canor (2002), p. 136.

  30. 30.

    Case 318/86, Commission of the European Communities v French Republic (ECJ 30 June 1988).

  31. 31.

    Case 222/84, Marguerite Johnston v Chief Constable of the Royal Ulster Constabulary (ECJ 15 May 1986).

  32. 32.

    Case C-273/97, Angela Maria Sirdar v The Army Board and Secretary of State for Defence (ECJ 26 October 1999).

  33. 33.

    Case C-229/08, Colin Wolf v Stadt Frankfurt am Main (ECJ 12 January 2010).

  34. 34.

    Case C-595/12, Loredana Napoli v Ministero della Giustizia — Dipartimento dell’Amministrazione penitenziaria (ECJ 6 March 2014).

  35. 35.

    Case C-188/15, Asma Bougnaoui and Association de défense des droits de l’homme (ADDH) v Micropole SA (ECJ 14 March 2017).

  36. 36.

    Case C-229/08, Colin Wolf v Stadt Frankfurt am Main (ECJ 12 January 2010), para. 41.

  37. 37.

    Sargeant (2013), p. 415.

  38. 38.

    Sargeant (2013), p. 415.

  39. 39.

    See Barnard (2012), p. 370.

  40. 40.

    See for example Case C-447/09, Reinhard Prigge and Others v Deutsche Lufthansa AG (ECJ 13 September 2011), para. 67; Case C-416/13, Mario Vital Pérez v Ayuntamiento de Oviedo (ECJ 13 November 2014), para. 36; or Case C-258/15, Gorka Salaberria Sorondo v Academia Vasca de Policía y Emergencias (ECJ 15 November 2016), para. 34.

  41. 41.

    Case C-595/12, Loredana Napoli v Ministero della Giustizia — Dipartimento dell’Amministrazione penitenziaria (ECJ 6 March 2014).

  42. 42.

    Case C-595/12, Loredana Napoli v Ministero della Giustizia — Dipartimento dell’Amministrazione penitenziaria (ECJ 6 March 2014), para. 42, emphasis added.

  43. 43.

    Case 248/83, Commission of the European Communities v Federal Republic of Germany (ECJ 21 May 1985), para. 34.

  44. 44.

    Case C-188/15, Asma Bougnaoui and Association de défense des droits de l’homme (ADDH) v Micropole SA (ECJ 14 March 2017).

  45. 45.

    ECJ, C-188/15, Opinion of Advocate General J. Sharpston, 13 July 2016, para. 99.

  46. 46.

    Case C-188/15, Asma Bougnaoui and Association de défense des droits de l’homme (ADDH) v Micropole SA (ECJ 14 March 2017), para. 40, emphasis added.

  47. 47.

    Case C-54/07, Centrum voor gelijkheid van kansen en voor racismebestrijding v Firma Feryn NV (10 July 2008).

  48. 48.

    Śledzińska-Simon (2016), p. 214.

  49. 49.

    Śledzińska-Simon (2016), p. 215.

  50. 50.

    Case C-157/15, Samira Achbita and Centrum voor gelijkheid van kansen en voor racismebestrijding v G4S Secure Solutions NV (ECJ 14 March 2017), para. 79.

  51. 51.

    ECJ, C-157/15, Opinion of Advocate General J. Kokott, 31 May 2016, para. 87.

  52. 52.

    Case C-273/97, Angela Maria Sirdar v The Army Board and Secretary of State for Defence (ECJ 26 October 1999).

  53. 53.

    Case C-229/08, Colin Wolf v Stadt Frankfurt am Main (ECJ 12 January 2010).

  54. 54.

    Case C-447/09, Reinhard Prigge and Others v Deutsche Lufthansa AG (ECJ 13 September 2011).

  55. 55.

    Case C-416/13, Mario Vital Pérez v Ayuntamiento de Oviedo (ECJ 13 November 2014) and Case C-258/15, Gorka Salaberria Sorondo v Academia Vasca de Policía y Emergencias (ECJ 15 November 2016).

  56. 56.

    Consequently, it would be possible to exclude, for those reasons, a male Sikh employee who insisted for religious reasons on wearing a turban; ECJ, C-188/15, Opinion of Advocate General J. Sharpston, 13 July 2016.

  57. 57.

    ECJ, C-157/15, Opinion of Advocate General J. Kokott, 31 May 2016.

  58. 58.

    ECJ, C-188/15, Opinion of Advocate General J. Sharpston, 13 July 2016.

  59. 59.

    ECJ, C-157/15, Opinion of Advocate General J. Kokott, 31 May 2016.

  60. 60.

    Case 165/82, Commission of the European Communities v United Kingdom of Great Britain and Northern Ireland (ECJ 8 November 1983).

  61. 61.

    Case 222/84, Marguerite Johnston v Chief Constable of the Royal Ulster Constabulary (ECJ 15 May 1986), para. 38; similarly Case C-273/97, Angela Maria Sirdar v The Army Board and Secretary of State for Defence (ECJ 26 October 1999), para. 26 and Case C-285/98, Tanja Kreil v Bundesrepublik Deutschland (ECJ 11 January 2000), para. 23.

  62. 62.

    Case 318/86, Commission of the European Communities v French Republic (ECJ 30 June 1988).

  63. 63.

    Case 222/84, Marguerite Johnston v Chief Constable of the Royal Ulster Constabulary (ECJ 15 May 1986), para. 39.

  64. 64.

    Case C-273/97, Angela Maria Sirdar v The Army Board and Secretary of State for Defence (ECJ 26 October 1999).

  65. 65.

    Pitt (2009), p. 5.

  66. 66.

    Case C-285/98, Tanja Kreil v Bundesrepublik Deutschland (ECJ 11 January 2000), para. 29.

  67. 67.

    Case C-229/08, Colin Wolf v Stadt Frankfurt am Main (ECJ 12 January 2010), para. 43.

  68. 68.

    Pitt (2011), p. 5.

  69. 69.

    Case C-447/09, Reinhard Prigge and Others v Deutsche Lufthansa AG (ECJ 13 September 2011), para. 75.

  70. 70.

    Case C-416/13, Mario Vital Pérez v Ayuntamiento de Oviedo (ECJ 13 November 2014), para. 54.

  71. 71.

    Case C-258/15 Gorka Salaberria Sorondo v Academia Vasca de Policía y Emergencias (ECJ 15 November 2016), para. 46.

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Maliszewska-Nienartowicz, J. (2020). Genuine and Determining Occupational Requirement as an Exception to the Prohibition of Discrimination in EU Law. In: Giegerich, T. (eds) The European Union as Protector and Promoter of Equality. European Union and its Neighbours in a Globalized World, vol 1. Springer, Cham. https://doi.org/10.1007/978-3-030-43764-0_10

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