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Equality and Non-Discrimination as an Integral Part of the EU Constitutional Identity

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The European Union as Protector and Promoter of Equality

Part of the book series: European Union and its Neighbours in a Globalized World ((EUNGW,volume 1))

Abstract

The purpose of this article is to discuss whether equality and non-discrimination form part of the EU constitutional identity. After noting that the point of departure of the article is the theory of constitutionalism beyond the State, as well as the assumption that the EU and EU law are constitutional in nature, the author proceeds with the debate on the antecedents of the EU constitutional identity. After inquiring whether a Member State constitutional identity is the same as national identity, the author argues that, independently of the response to this question, both concepts perform the function of a brake on the absolute primacy of EU law over domestic law, as well as on the transfer of powers, which calls into question the very statehood of the Member State. This article argues that, the EU constitutional identity, in spite of its indeterminacy, vagueness and complexity, comprises common origins, common values, a common destiny and common features that differentiate the EU from other entities. Although the common origins mainly emerged from the negation of Nazism and Soviet communism, and its common destiny is rather uncertain, there is no doubt that the EU has an axiological basis and that it has certain characteristics that differentiate it from the rest of the world. One of these features concerns the respect for equality and non-discrimination as well as the respect and promotion of fundamental rights. The article concludes that equality and non-discrimination are an integral part of the EU’s constitutional identity to the precise extent they are simultaneously values and objectives of the EU.

I would like to thank Prof. Thomas Giegerich, Jean Monnet Chair, and his team for having invited me to the symposium on the European Union as Protector and Promoter of Equality.

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Notes

  1. 1.

    Martins (2017), pp. 244 ff.

  2. 2.

    It must be underlined that the definition of international organization is anything but consensual.

  3. 3.

    Pernice (2009), p. 383.

  4. 4.

    Martins (2016), pp. 33 ff.

  5. 5.

    Martins (2016), pp. 303 ff.

  6. 6.

    Neves (2009), pp. 83 ff.

  7. 7.

    Avbelj and Komárek (2012); Weiler (2012), pp. 8 ff.; Halberstam (2012), pp. 150 ff.; Krisch (2012), pp. 203 ff.; Poiares Maduro (2006), pp. 15 ff.

  8. 8.

    Above all Pernice (2015), pp. 541 ff.; Idem (2009), pp. 349–407; Idem (2002), pp. 511–529; Idem (1999), pp. 707 ff.

  9. 9.

    Walker (2012), pp. 17 ff.

  10. 10.

    Barents (2012), pp. 153 ff.

  11. 11.

    Martins (2017), pp. 229 ff.

  12. 12.

    Belov (2017), p. E-74; Faraguna (2017a), pp. 1618 ff.

  13. 13.

    Cruz Villalón (2013), p. 503.

  14. 14.

    Cruz Villalón (2013), p. 503.

  15. 15.

    Cloots (2016), pp. 82 ff.

  16. 16.

    Besselink (2010), p. 44; contra Cloots (2016), pp. 83 ff.

  17. 17.

    Walter (2012), p. 181.

  18. 18.

    Faraguna (2017a, b), p. 1622.

  19. 19.

    Polzin (2017), p. 1597.

  20. 20.

    Manasyan (2018), p. 89.

  21. 21.

    Besselink (2010), p. 42.

  22. 22.

    Cruz Villalón (2013), p. 504.

  23. 23.

    Besselink (2010), p. 44.

  24. 24.

    Cloots (2016), pp. 86 ff.

  25. 25.

    Rosenfeld (2012), pp. 756 ff.; Jacobsohn (2006), pp. 361 ff.

  26. 26.

    Fabrini and Pollicino (2017), p. 1.

  27. 27.

    Van der Shyff (2016), p. 169.

  28. 28.

    Manasyan (2018), p. 81.

  29. 29.

    Walter (2012), p. 181.

  30. 30.

    CC Decision No. 2006-540 DC of 27 July 2006.

  31. 31.

    Ingolf (2015), pp. 1 ff.

  32. 32.

    BVerfG 89, 155 (Maastricht).

  33. 33.

    BVerfG 37, 271 (Solange I); BVerfG 73, 339 (Solange II).

  34. 34.

    BVerfG 123, 267 (Lissabon).

  35. 35.

    For instance Pernice (2011), pp. 355 ff.; Thym (2009), pp. 1795 ff.

  36. 36.

    BVerfG BvR 2006/06 (Honeywell).

  37. 37.

    BVerfG BvR 2728/13 (Gauweiler); for a comment on this decision see Ludwigs and Sikora (2018), pp. 127 ff.; Pliakos and Anagnastaras (2017), pp. 214 ff.; Faraguna (2017a, b), pp. 567 ff.

  38. 38.

    Claes and Reestman (2015), pp. 917 ff.

  39. 39.

    Italian CC Order n. 24/2017.

  40. 40.

    Fabrini and Pollicino (2017), p. 2; Bonelli (2018), pp. 357 ff.

  41. 41.

    For further reading see Claes and Reestman (2015), pp. 941 ff.

  42. 42.

    Von Bogdandy and Schill (2011), pp. 1430 ff.

  43. 43.

    Balaguer Calléjon (2017), pp. 14 ff.

  44. 44.

    Case 36/02, Omega Spielhallen- und Automatenaufstellungs-GmbH v Oberbürgermeisterin der Bundesstadt Bonn (ECJ 14 October 2004).

  45. 45.

    Case391/09, Malgožata Runevič-Vardyn and Łukasz Paweł Wardyn v Vilniaus miesto savivaldybės administracija and Others (ECJ 12 May 2019; Case C-202/11, Anton Las, ECLI:EU:C:2012:456 (April 16, 2013).

  46. 46.

    Case 208/09, Ilonka Sayn-Wittgenstein v Landeshauptmann von Wien (ECJ 22 December 2010); Case 438/14, Nabiel Peter Bogendorff von Wolffersdorff v Standesamt der Stadt Karlsruhe, Zentraler Juristischer Dienst der Stadt Karlsruhe (ECJ 2 June 2016).

  47. 47.

    Case 156/13, Digibet Ltd, Gert Albers v Westdeutsche Lotterie GmbH & Co. OHG (ECJ 12 June 2014); Case 51/15, Remondis v Region Hannover (ECJ 21 December 2016).

  48. 48.

    See Digibet.

  49. 49.

    Polzin (2017), pp. 1066–1067.

  50. 50.

    Von Bogdandy and Schill (2011), pp. 1447 ff.

  51. 51.

    In Joined Cases 402/05 P and 415/05 P, Yassin Abdullah Kadi and Al Barakaat International Foundation (ECJ 3 September 2008).

  52. 52.

    Rosenfeld (2012), p. 774.

  53. 53.

    Martins (2011), pp. 47 ff.

  54. 54.

    Rosenfeld (2012), p. 775.

  55. 55.

    Martins (2010), pp. 39 ff.

  56. 56.

    Council Directive 2000/43 on implementing the principle of equal treatment between persons irrespective of racial and ethnic origin (known as ‘racial equality’ directive), OJ L 180/22—26 (2000); Council Directive 2000/78 on establishing a general framework for equal treatment in employment and occupation (known as ‘employment equality Directive’), OJ L 303/ 16—22 (2000); Council Directive 2004/113 on implementing the principle of equal treatment between men and women in the access to and supply of goods and services, OJL 373/ 37—43 (2004).

  57. 57.

    Case 356/12, Glatzel v Freistaat Bayern (ECJ 22 May 2014); Case 267/12, Frédéric Hay v Crédit agricole mutuel de Charente-Maritime et des Deux-Sèvres (ECJ 12 December 2013); Case 81/12, Asociaţia Accept v Consiliul Naţional pentru Combaterea Discriminării (ECJ 25 April 2013); Case 54/07, Centrum v Firma Feryn, (ECJ 10 July 2008); Case 506/06, Sabine Mayr vBäckerei und Konditorei Gerhard Flöckner OHG (ECJ 26 February 2008); Case 267/06, Tadao Maruko v Versorgungsanstalt der deutschen Bühnen, (ECJ 1 April 2008); Case 423/04, Sarah Margaret Richards v Secretary of State for Work and Pensions, (ECJ 27 April 2006); Case 256/01, Debra Allonby, (ECJ 13 January 2004); Case 191/03, North Western Health Board v Margaret McKenna (ECJ 8 September 2005); Case 13/94, P v S and Cornwall County Council (ECJ 30 April 1996); Case 177/88, Elisabeth Johanna Pacifica Dekker v VJV Centrum (ECJ 8 November 1990); Case 32/93, Carole Louise Webb v EMO Air Cargo (UK) Ltd, (ECJ 14 July 1994).

  58. 58.

    Case 267/06, Tadao Maruko v Versorgungsanstalt der deutschen Bühnen (ECJ 01 April 2008); Case 171/88, Ingrid Rinner-Kühn v FWW Spezial-Gebäudereinigung GmbH & Co. KG, (ECJ 13 July 1989); Case 184/89, Helga Nimz v Freie und Hansestadt Hamburg (ECJ 7 February 1991); Case 33/89, Maria Kowalska v Freie und Hansestadt Hamburg, (ECJ 27 June 1990); Case 343/92, De Weerd and Others (ECJ 24 February 1994); Case 385/11, Isabel Elbal Moreno v INSS and TGSS (ECJ 22 November 2012); Case 152/11, Johann Odar v Baxter Deutschland GmbH, (ECJ 6 December 2012); Case 267/12, Frédéric Hay v Crédit agricole mutuel de Charente-Maritime et des Deux-Sèvres (ECJ 12 December 2013); Case 83/14, CHEZ Razpredelenie Bulgaria AD v Komisia za zashtita ot diskriminatsia (ECJ 16 July 2015).

  59. 59.

    Case 409/95, Hellmut Marshall v Land Nordrhein-Westfalen, (ECJ 11 November 1997); Case 158/97, Badeck and others, (ECJ 28 March 2000); Case 476/99, H. Lommers and Minister van Landbouw, Natuurbeheer en Visserij (ECJ 19 March 2000).

  60. 60.

    Case 443/15, David L. Parris v Trinity College Dublin and others (ECJ 24 November 2016).

  61. 61.

    Case 303/06, S. Coleman v Attridge Law and Steve Law (ECJ 17 July 2008).

  62. 62.

    For instance, Schiek (2008), p. 13; Nielsen (2008), p. 37; Gerards (2007), p. 172 ff.; Fredman (2005), p. 16.

  63. 63.

    Lenaerts (1991), pp. 21, 22.

  64. 64.

    The Treaties mainly use the word sex (not gender).

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Guerra Martins, A.M. (2020). Equality and Non-Discrimination as an Integral Part of the EU Constitutional Identity. 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_3

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