JUDGMENT OF THE COURT (Sixth Chamber)
11 September 2003 (1)
(Social policy - Equal treatment for men and women - Scheme of part-time work for older employees - Directive 76/207/EEC - Indirect discrimination - Objective justification)
In Case C-77/02,
REFERENCE to the Court under Article 234 EC by the Verwaltungsgericht Sigmaringen (Germany) for a preliminary ruling in the proceedings pending before that court between
Erika Steinicke
and
Bundesanstalt für Arbeit,
on the interpretation of Article 141 EC and of Council Directives 75/117/EEC of 10 February 1975 on the approximation of the laws of the Member States relating to the application of the principles of equal pay for men and women (OJ 1975 L 45, p. 19), 76/207/EEC of 9 February 1976 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 1975 L 39, p. 40) and 97/81/EC of 15 December 1997 concerning the Framework Agreement on part-time work concluded by UNICE, CEEP and the ETUC (OJ 1998 L 14, p. 9),
THE COURT (Sixth Chamber),
composed of: J.-P. Puissochet, President of the Chamber, R. Schintgen, V. Skouris, F. Macken (Rapporteur) and J.N. Cunha Rodrigues, Judges,
Advocate General: A. Tizzano,
Registrar: R. Grass,
after considering the written observations submitted on behalf of:
- Erika Steinicke, by T. Lenz, Rechtsanwalt,
- the Portuguese Government, by L. Fernandes, A. Seiça Neves and A.J. Simões, acting as Agents,
- the Commission of the European Communities, by N. Yerrell and H. Kreppel, acting as Agents,
having regard to the report of the Judge-Rapporteur,
after hearing the Opinion of the Advocate General at the sitting on 3 April 2003,
gives the following
The relevant provisions of Community law
1. Each Member State shall ensure that the principle of equal pay for male and female workers for equal work or work of equal value is applied.
2. For the purpose of this Article, pay means the ordinary basic or minimum wage or salary and any other consideration, whether in cash or in kind, which the worker receives directly or indirectly, in respect of his employment, from his employer.
...
Directive 75/117
Directive 76/207
For the purposes of the following provisions, the principle of equal treatment shall mean that there shall be no discrimination whatsoever on grounds of sex either directly or indirectly by reference in particular to marital or family status.
(1) Application of the principle of equal treatment with regard to working conditions, including the conditions governing dismissal, means that men and women shall be guaranteed the same conditions without discrimination on grounds of sex.
(2) To this end, Member States shall take the measures necessary to ensure that:
(a) any laws, regulations and administrative provisions contrary to the principle of equal treatment shall be abolished;
(b) any provisions contrary to the principle of equal treatment which are included in collective agreements, individual contracts of employment, internal rules of undertakings or in rules governing the independent occupations and professions shall be, or may be declared, null and void or may be amended;
(c) those laws, regulations and administrative provisions contrary to the principle of equal treatment when the concern for protection which originally inspired them is no longer well founded shall be revised ; and that where similar provisions are included in collective agreements labour and management shall be requested to undertake the desired revision.
Directive 97/81
In respect of employment conditions, part-time workers shall not be treated in a less favourable manner than comparable full-time workers solely because they work part time unless different treatment is justified on objective grounds.
The relevant provisions of national law
Provisions of national law in force until 30 June 2000
Public servants in receipt of a salary may be authorised, at their request, to work part time for half of normal hours, where this request covers the period prior to their retirement, and where:
(1) they have reached the age of 55,
(2) they have worked full-time for at least three of the five years preceding part-time work,
(3) part-time work begins before 1 August 2004 and
(4) there are no overriding work-related reasons why they should not ...
The provisions of national law in force since 1 July 2000
Public servants in receipt of a salary may be authorised, at their request, to work part time on grounds of age (Altersteilzeit), for half the working hours previously worked, without exceeding half the average working hours worked during the two years immediately preceding part-time work for older employees, where this request covers the period prior to their retirement and where:
(1) they have reached the age of 55,
(2) they have worked part-time for at least three of the five years immediately preceding part-time work for older employees,
(3) part-time employment for older employees begins before 1 January 2010 and
(4) there are no overriding work-related reasons why they should not ....
The dispute in the main proceedings and the question referred for a preliminary ruling
Do Articles 141 of the EC Treaty, Directives 75/117/EEC, 76/207/EEC and/or Directive 97/81/EC preclude the rule in Paragraph 72(b)(1)(1)(2) of the Bundesbeamtengesetz (German Law on federal public servants), in the version of 31 March 1999 which was in force until 30 June 2000, that part-time work for older employees may be authorised only for public servants who have worked full-time for a total of at least three of the five years preceding that part-time work, where significantly more women than men work part-time and are consequently excluded by that provision from part-time work for older employees?
Consideration of the question referred
Observations submitted to the Court
The Court's answer
Costs
75. The costs incurred by the Portuguese Government and by the Commission, which have submitted observations to the Court, are not recoverable. Since these proceedings are, for the parties to the main proceedings, a step in the action pending before the national court, the decision on costs is a matter for that court.
On those grounds,
THE COURT (Sixth Chamber),
in answer to the question referred to it by the Verwaltungsgericht Sigmaringen by order of 10 December 2001, hereby rules:
1) Articles 2(1) and 5(1) of Council Directive 76/207/EEC of 9 February 1976 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 must be interpreted as precluding a provision, such as the first sentence of Paragraph 72(b)(1) of the Bundesbeamtengesetz (German Law on federal public servants), in the version of 31 March 1999 in force until 30 June 2000, by virtue of which part-time work for older employees may be authorised for public servants only if they have worked full-time for a total of at least three of the five years preceding such part-time work, when significantly more women than men work part-time and are consequently excluded by that provision from the scheme of part-time work for older employees, unless such provision is justified by objective factors unrelated to any discrimination on grounds of sex.
Puissochet
MackenCunha Rodrigues
|
Delivered in open court in Luxembourg on 11 September 2003.
R. Grass J.-P. Puissochet
Registrar President of the Sixth Chamber
1: Language of the case: German.