This is a copy of the ECJ judgment in Tanja Kreil v Federal Republic of Germany, reproduced with permission by DiscLaw Publishing Ltd. As requested by the ECJ, DiscLaw Publishing acknowledges the source and non-authentic character of the text below and that it is provided free of charge.
The judgment follows the ECJ ruling in October 1999 in Angela Sirdar v Ministry of Defence (Case C-273/97). It maintains the principle that it is unlawful for an EC Member State (in this case, Germany) to impose a total ban on women having any military job involving use of firearms but confirms (following Sirdar) that there can be special exceptions for "special combat units".
JUDGMENT OF THE COURT
11 January 2000 (1)
(Equal treatment for men and women - Limitation of access by
women to military posts in the Bundeswehr)
In Case C-285/98,
REFERENCE to the Court under Article 177 of the EC Treaty (now Article 234
EC) by the Verwaltungsgericht Hannover, Germany, for a preliminary ruling in
the proceedings pending before that court between
Tanja Kreil
and
Bundesrepublik Deutschland
on the interpretation 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 (OJ 1976 L 39, p. 40), in particular Article 2 thereof,
THE COURT,
composed of: G.C. Rodríguez Iglesias, President, J.C. Moitinho de Almeida,
L. Sevón (Presidents of Chambers), P.J.G. Kapteyn, C. Gulmann, J.-P.
Puissochet (Rapporteur), G. Hirsch, H. Ragnemalm and M. Wathelet, Judges,
Advocate General: A. La Pergola,
Registrar: L. Hewlett, Administrator,
after considering the written observations submitted on behalf of:
-Tanja Kreil, by J. Rothardt, Rechtsanwalt, Soltau,
-the German Government, by W.-D. Plessing, Ministerialrat at the Federal
Ministry of the Economy, and C.-D. Quassowski, Regierungsdirektor at the same
ministry, acting as Agents,
-the Commission of the European Communities, by J. Grunwald, Legal Adviser,
acting as Agent,
having regard to the Report for the Hearing,
after hearing the oral observations of Tanja Kreil, represented by J.
Rothardt; of the German Government, represented by C.-D. Quassowski; of the
Italian Government, represented by D. Del Gaizo, Avvocato dello Stato; of the
United Kingdom Government, represented by J.E. Collins, Assistant Treasury
Solicitor, acting as Agent, and by N. Pleming QC; and of the Commission,
represented by J. Grunwald, at the hearing on 29 June 1999,
after hearing the Opinion of the Advocate General at the sitting on 26
October 1999,
gives the following
Judgment
- 1.
- By order of 13 July 1998, received at the Court on 24 July 1998, the
Verwaltungsgericht (Administrative Court), Hanover, referred to the Court for
a preliminary ruling under Article 177 of the EC Treaty (now Article 234 EC) a
question on the interpretation 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 (OJ 1976 L 39, p. 40, hereinafter 'the Directive'), in
particular Article 2 thereof.
- 2.
- The question has been raised in proceedings between Tanja Kreil and the
Bundesrepublik Deutschland concerning the refusal to engage her in the
maintenance (weapon electronics) branch of the Bundeswehr.
The law applicable
- 3.
- Article 2(1), (2) and (3) of the Directive provides:
'1.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.
2.This Directive shall be without prejudice to the right of Member States
to exclude from its field of application those occupational activities and,
where appropriate, the training leading thereto, for which, by reason of their
nature or the context in which they are carried out, the sex of the worker
constitutes a determining factor.
3.This Directive shall be without prejudice to provisions concerning the
protection of women, particularly as regards pregnancy and maternity.'
- 4.
- Article 9(2) of the Directive provides: 'Member States shall periodically
assess the occupational activities referred to in Article 2(2) in order to
decide, in the light of social developments, whether there is justification
for maintaining the exclusions concerned. They shall notify the Commission of
the results of this assessment.'
- 5.
- Article 12a of the Grundgesetz für die Bundesrepublik Deutschland (Basic
law for the Federal Republic of Germany) provides:
'(1)Men who have attained the age of eighteen years may be required to
serve in the Armed Forces, in the Federal Border Guard, or in a Civil Defence
organisation.
...
(4)If, while a state of defence exists, civilian service requirements in
the civilian public health and medical system or in the stationary military
hospital organisation cannot be met on a voluntary basis, women between
eighteen and fifty-five years of age may be assigned to such services by or
pursuant to a law. They may on no account render service involving the use of
arms.'
- 6.
- Access for women to military posts in the Bundeswehr are governed in
particular by Article 1(2) of the Soldatengesetz (Law on Soldiers, hereinafter
'the SG') and
by Article 3a of the Soldatenlaufbahnverordnung (Regulation on Soldiers'
Careers, hereinafter 'the SLV'), according to which women may enlist only as
volunteers and only in the medical and military-music services.
The main proceedings
- 7.
- In 1996, Tanja Kreil, who has been trained in electronics, applied for
voluntary service in the Bundeswehr, requesting duties in weapon electronics
maintenance. Her application was rejected by the Bundeswehr's recruitment
centre and then by its head staff office on the ground that women are barred
by law from serving in military positions involving the use of arms.
- 8.
- Tanja Kreil then brought an action in the Verwaltungsgericht
(Administrative Court) Hannover claiming in particular that the rejection of
her application on grounds based solely on her sex was contrary to Community
law.
- 9.
- Considering that the case required an interpretation of the Directive, the
Verwaltungsgericht Hannover decided to stay the proceedings and to refer the
following question to the Court for a preliminary ruling:
'Is Council Directive 76/207/EEC of 9 February 1976, in particular Article
2(2) of that directive, infringed by the third sentence of Article 1(2) of the
Soldatengesetz (Law on Soldiers) in the version of 15 December 1995
(Bundesgesetzblatt I, p. 1737), as last amended by the Law of 4
December 1997 (Bundesgesetzblatt I, p. 2846), and Article 3a of the
Soldatenlaufbahnverordnung (Regulations on Soldiers' Careers), in the version
published on 28 January 1998 (Bundesgesetzblatt I, p. 326), under which
women who enlist as volunteers may be engaged only in the medical and
military-music services and are excluded in any event from armed service?'
The question referred for a preliminary ruling
- 10.
- By its question the national court is asking essentially whether the
Directive precludes the application of national provisions, such as those of
German law, which bar women from military posts involving the use of arms and
which allow them access only to the medical and military-music services.
- 11.
- The applicant argues that this bar constitutes direct discrimination
contrary to the Directive. She considers that, under Community law, a law or a
regulation may not prohibit a woman from access to the occupation which she
wishes to pursue.
- 12.
- The German Government, on the other hand, considers that Community law
does not preclude the provisions of the SG and SLV in question, which are in
accordance with the German constitutional rule prohibiting women from
performing armed service. According to it, Community law does not in principle
govern matters of defence, which form part of the field of common foreign
and security policy and which remain within the Member States' sphere of
sovereignity. Secondly, even if the Directive could apply to the armed forces,
the national provisions in question, which limit access for women to certain
posts in the Bundeswehr, are justifiable under Article 2(2) and (3) of the
Directive.
- 13.
- The Italian and United Kingdom Governments, which presented oral argument,
argue basically that decisions concerning the organisation and combat capacity
of the armed forces do not fall within the scope of the Treaty. Alternatively,
they submit that in certain circumstances Article 2(2) of the Directive allows
women to be excluded from service in combat units.
- 14.
- The Commission considers that the Directive, which is applicable to
employment in the public service, applies to employment in the armed forces.
It considers that Article 2(3) of the Directive cannot justify greater
protection for women against risks to which men and women are equally exposed.
As regards the question whether the employment sought by Tanja Kreil forms
part of activities whose nature or the context in which they are carried out
require, as a determining factor within the meaning of Article 2(2) of the
Directive, that they be carried out by men and not by women, it is for the
referring court to answer that question having due regard for the principle of
proportionality and taking account both of the discretion which each Member
State retains according to its own particular circumstances and of the
progressive nature of the implementation of the principle of equal treatment
for men and women.
- 15.
- The Court observes first of all that, as it held in paragraph 15 of its
judgment of 26 October 1999 in Case C-273/97 Sirdar [1999] ECR I-0000,
it is for the Member States, which have to adopt appropriate measures to
ensure their internal and external security, to take decisions on the
organisation of their armed forces. It does not follow, however, that such
decisions are bound to fall entirely outside the scope of Community law.
- 16.
- As the Court has already held, the only articles in which the Treaty
provides for derogations applicable in situations which may affect public
security are Articles 36, 48, 56, 223 (now, after amendment, Articles 30 EC,
39 EC, 46 EC and 296 EC) and 224 (now Article 297 EC), which deal with
exceptional and clearly defined cases. It is not possible to infer from those
articles that there is inherent in the Treaty a general exception excluding
from the scope of Community law all measures taken for reasons of public
security. To recognise the existence of such an exception, regardless of the
specific requirements laid down by the Treaty, might impair the binding nature
of Community law and its uniform application (see, to that effect, Case 222/84
Johnston v Chief Constable of the Royal Ulster Constabulary
[1986] ECR 1651, paragraph 26, and Case C-273/97 Sirdar, cited above,
paragraph 16).
- 17.
- The concept of public security, within the meaning of the Treaty articles
cited in the preceding paragraph, covers both a Member State's internal
security, as in the Johnston case, and its external security, as in the
Sirdar case (see, to this effect, Case C-367/89 Richardt and 'Les
Accessoires Scientifiques' [1991] ECR I-4621, paragraph 22, Case C-83/94
Leifer and Others [1995] ECR I-3231, paragraph 26, and Sirdar,
cited above, paragraph 17).
- 18.
- Furthermore, some of the derogations provided for by the Treaty concern
only the rules relating to the free movement of goods, persons and services,
and not the social provisions of the Treaty, of which the principle of equal
treatment for men and women relied on by Tanja Kreil forms part. In accordance
with settled case-law, this principle is of general application and the
Directive applies to employment in the public service (Case 248/83
Commission v Germany [1985] ECR 1459, paragraph 16, Case C-1/95
Gerster v Freistaat Bayern [1997] ECR I-5253, paragraph 18, and
Sirdar, cited above, paragraph 18).
- 19.
- It follows that the Directive is applicable in a situation such as that in
question in the main proceedings.
- 20.
- Under Article 2(2) of the Directive, Member States may exclude from the
scope of the Directive occupational activities for which, by reason of their
nature or the context in which they are carried out, sex constitutes a
determining factor; it must be noted, however, that, as a derogation from an
individual right laid down in the Directive, that provision must be
interpreted strictly (Johnston, paragraph 36, and Sirdar,
paragraph 23).
- 21.
- The Court has thus recognised, for example, that sex may be a determining
factor for posts such as those of prison warders and head prison warders (Case
318/86 Commission v France [1988] ECR 3559, paragraphs 11 to
18), for certain activities such as policing activities performed in
situations where there are serious internal disturbances (Johnston,
paragraphs 36 and 37) or for service in certain special combat units
(Sirdar, paragraphs 29 to 31).
- 22.
- A Member State may restrict such activities and the relevant professional
training to men or to women, as appropriate. In such a case, as is clear from
Article 9(2) of the Directive, Member States have a duty to assess
periodically the activities concerned in order to decide whether, in the light
of social developments, the derogation from the general scheme of the
Directive may still be maintained (Johnston, paragraph 37, and
Sirdar, paragraph 25).
- 23.
- In determining the scope of any derogation from an individual right such
as the equal treatment of men and women, the principle of proportionality, one
of the general principles of Community law, must also be observed, as the
Court pointed out in paragraph 38 of Johnston and paragraph 26 of
Sirdar. That principle requires that derogations remain within the
limits of what is appropriate and necessary in order to achieve the aim in
view and requires the principle of equal
treatment to be reconciled as far as possible with the requirements of
public security which determine the context in which the activities in
question are to be performed.
- 24.
- However, depending on the circumstances, national authorities have a
certain degree of discretion when adopting measures which they consider to be
necessary in order to guarantee public security in a Member State
(Leifer, paragraph 35, and Sirdar, paragraph 27).
- 25.
- As the Court emphasised in paragraph 28 of its judgment in Sirdar,
the question is therefore whether, in the circumstances of the present case,
the measures taken by the national authorities, in the exercise of the
discretion which they are recognised to enjoy, do in fact have the purpose of
guaranteeing public security and whether they are appropriate and necessary to
achieve that aim.
- 26.
- As was explained in paragraphs 5, 6 and 7 above, the refusal to engage the
applicant in the main proceedings in the service of the Bundeswehr in which
she wished to be employed was based on provisions of German law which bar
women outright from military posts involving the use of arms and which allow
women access only to the medical and military-music services.
- 27.
- In view of its scope, such an exclusion, which applies to almost all
military posts in the Bundeswehr, cannot be regarded as a derogating measure
justified by the specific nature of the posts in question or by the particular
context in which the activities in question are carried out. However, the
derogations provided for in Article 2(2) of the Directive can apply only to
specific activities (see, to this effect, Commission v France,
cited above, paragraph 25).
- 28.
- Moreover, having regard to the very nature of armed forces, the fact that
persons serving in those forces may be called on to use arms cannot in itself
justify the exclusion of women from access to military posts. As the German
Government explained, in the services of the Bundeswehr that are accessible to
women, basic training in the use of arms, to enable personnel in those
services to defend themselves and to assist others, is provided.
- 29.
- In those circumstances, even taking account of the discretion which they
have as regards the possibility of maintaining the exclusion in question, the
national authorities could not, without contravening the principle of
proportionality, adopt the general position that the composition of all armed
units in the Bundeswehr had to remain exclusively male.
- 30.
- Finally, as regards the possible application of Article 2(3) of the
Directive, upon which the German Government also relies, this provision, as
the Court held in paragraph 44 of its judgment in Johnston, is intended
to protect a woman's biological condition and the special relationship which
exists between a woman and
her child. It does not therefore allow women to be excluded from a certain
type of employment on the ground that they should be given greater protection
than men against risks which are distinct from women's specific needs of
protection, such as those expressly mentioned.
- 31.
- It follows that the total exclusion of women from all military posts
involving the use of arms is not one of the differences of treatment allowed
by Article 2(3) of the Directive out of concern to protect women.
- 32.
- The answer to be given to the question must therefore be that the
Directive precludes the application of national provisions, such as those of
German law, which impose a general exclusion of women from military posts
involving the use of arms and which allow them access only to the medical and
military-music services.
Costs
- 33.
- The costs incurred by the German, Italian and United Kingdom Governments
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,
in answer to the question referred to it by the Verwaltungsgericht Hannover
by order of 13 July 1998, hereby rules:
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
precludes the application of national provisions, such as those of German law,
which impose a general exclusion of women from military posts involving the
use of arms and which allow them access only to the medical and military-music
services.
| Rodríguez Iglesias
Moitinho de Almeida
Sevón
Kapteyn
Gulmann
Puissochet
Hirsch
Ragnemalm
Wathelet
|
Delivered in open court in Luxembourg on 11 January 2000.
R. Grass
G.C. Rodríguez Iglesias
Registrar
President