Case Law[2022] ZACC 13South Africa
Damons v City of Cape Town (CCT 278/20) [2022] ZACC 13; [2022] 7 BLLR 585 (CC); (2022) 43 ILJ 1549 (CC); 2022 (10) BCLR 1202 (CC) (30 March 2022)
Constitutional Court of South Africa
30 March 2022
Headnotes
Summary: Unfair discrimination — reasonable accommodation — inherent requirements of a job — disability law — importance of pleadings in determining disputes — sections 5, 6(1), 6(2)(b) and 11(1) of the Employment Equity Act 55 of 1998
Judgment
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## Damons v City of Cape Town (CCT 278/20) [2022] ZACC 13; [2022] 7 BLLR 585 (CC); (2022) 43 ILJ 1549 (CC); 2022 (10) BCLR 1202 (CC) (30 March 2022)
Damons v City of Cape Town (CCT 278/20) [2022] ZACC 13; [2022] 7 BLLR 585 (CC); (2022) 43 ILJ 1549 (CC); 2022 (10) BCLR 1202 (CC) (30 March 2022)
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sino date 30 March 2022
CONSTITUTIONAL
COURT OF SOUTH AFRICA
Case CCT 278/20
In the matter between:
ADAM
DAMONS
Applicant
and
CITY OF CAPE
TOWN
Respondent
Neutral citation:
Damons v City of Cape Town
[2022] ZACC 13
Coram:
Madlanga
J, Madondo AJ, Majiedt J, Mhlantla J, Pillay AJ,
Rogers AJ, Theron J, Tlaletsi AJ and Tshiqi J.
Judgments:
Pillay AJ (minority): [1] to [109]
Majiedt J (majority): [110] to [149]
Heard on:
12 August 2021
Decided on:
30 March 2022
Summary:
Unfair discrimination — reasonable accommodation — inherent
requirements of a job — disability law — importance of pleadings
in determining disputes —
sections 5
,
6
(1),
6
(2)(b) and
11
(1) of
the
Employment Equity Act 55 of 1998
ORDER
On appeal
from the Labour Appeal Court of South Africa, Cape Town hearing an
appeal from the Labour Court, Cape Town:
1. Leave to appeal is
granted.
2.
The appeal is dismissed.
JUDGMENT
PILLAY AJ:
Introduction
“
Highlighting
the
fact that the majority of persons with disabilities live in
conditions of poverty, and in this regard recognising the critical
need to address the negative impact of poverty on persons with
disabilities.”
[1]
“
South Africa can take pride in its effort to
formulate policies to protect the rights of persons with
disabilities.”
[2]
[1]
Mr Adam Damons, the applicant, chose a
career as a firefighter. His dream of advancing to the position
of senior firefighter
shattered when he was injured on duty.
The injury occurred because the City of Cape Town, his employer and
the respondent,
disregarded safety measures during a fire drill.
This accident permanently disabled the applicant from undertaking
strenuous
physical activity,
to such an
extent that he cannot carry anything heavier than 10 kilogrammes.
Physical fitness is an inherent requirement of
the job of an
operational firefighter. Consequently, he cannot successfully
complete a physical assessment.
[2]
The drill that resulted in the applicant’s injuries, and eventual
permanent disability, differed from ordinary drills. A
disagreement between the officer in charge of the drill and one of
the
firefighters resulted in all participating firefighters being
punished. Instead of carrying mannequins or test dummies on
their
backs while completing the ascent and descent in the drill
tower – as is the normal drill process – they were
required
to carry their fellow firefighters. Ignoring the
applicant’s warning that the action was unsafe, h
is
safety officer instructed him to get onto another trainee’s back.
That person could not carry him, and the applicant fell
from the
second to the first floor.
[3]
[3]
The applicant commenced his employment as a firefighter on
1 February 2001,
and completed the firefighter courses in
2005. By 2008 he was eligible to apply for promotion or
advancement to the position
of senior firefighter. On 1 April
2009, the respondent introduced its Fire and Rescue Advancement
Policy (Policy), which
was applicable to its operational Fire and
Rescue Service. In 2010, the applicant applied for a
promotion. He might have
been promoted in 2011 but for his
disability.
[4]
The respondent notified the applicant of a
hearing concerning his incapacity on 3 May 2012. The
purpose of the hearing
was to assess whether he suffered from
incapacity related to ill-health or injury, and if so, the nature and
extent of his incapacity.
If the incapacity was permanent, then
the respondent would investigate the extent to which the applicant’s
work circumstances
might be adapted to accommodate his disability.
If the respondent found no solution to the problem, then it
would consider
alternative placement, if applicable, and as a last
resort termination of his services. The incapacity hearing,
held on 22
May 2012, concluded on the basis that the applicant would
provide an updated report from his physician and a meeting would be
arranged
with the respondent’s occupational health practitioner to
obtain a report.
[5]
The outcome of a final incapacity
assessment process concluded that the applicant could be accommodated
within the Fire and Life Safety
Section.
After
protracted negotiations with the applicant’s trade union, the South
African Municipal Workers’ Union,
the respondent
transferred the applicant to alternative employment on
23 January 2013. In this position he was employed
to
do administrative and educational work. He retained his
designation as a firefighter and salary level, although he was unable
to perform the operational function of fighting fires. The
applicant agreed to the transfer if “his current remuneration
package as well as future promotions” remained applicable.
[6]
The applicant applied for advancement to
the position of senior firefighter. For the purposes of the
advancement, he requested
the respondent to relax the physical
fitness requirement. The respondent refused the application for
advancement and has not
advanced or promoted him to any position
since his transfer. The technical differences between
advancement and promotion are
irrelevant for the purposes of this
judgment.
[7]
Aggrieved, the applicant referred a dispute to the Commission for
Conciliation, Mediation and Arbitration (CCMA) in terms of
section 10(2)
Employment Equity Act
="_ftnref4">
[4]
of the (EEA) for conciliation. Conciliation was unsuccessful.
Following arbitration before the South African Local Government
Bargaining Council (SALGBC) in 2014, an action in the Labour Court
and an appeal to the Labour Appeal Court, the applicant brings
himself before this Court.
[8]
As mentioned, physical fitness is an
inherent requirement of the job of an operational firefighter.
About this there is no dispute.
Notwithstanding this, the
applicant claims that the respondent is discriminating against him
unfairly by refusing to waive the physical
fitness requirement and to
promote and advance him, preferably in his job as a firefighter.
To this claim, the respondent raises
the defence that physical
fitness is an inherent requirement of the job of firefighters.
This defence would be watertight against
a charge of unfair and
unjustifiable discrimination for refusing to waive an inherent
requirement.
In
Imatu
[5]
the Labour Court Judgment confirmed that physical fitness is an
inherent requirement for the job of a firefighter.
[6]
Facially, this seems to be an open and shut case.
What then is the dispute about?
[9]
Digging deeper, something is ajar.
[7]
The respondent raises the substantive
defence that the transfer of the applicant to his current position in
2013 “did not amount
to reasonable accommodation”
because
“reasonable accommodation” only applies if the person can perform
the essential functions of the job, which, according
to the
respondent, the applicant cannot. It refutes any obligation to
reasonably accommodate the applicant as a firefighter,
a title, it
says, he holds nominally because the defence of the inherent
requirement of a job insulates it absolutely from a claim
for unfair
and unjustifiable discrimination. Furthermore, reasonable
accommodation relates to accommodating the applicant to
be a
firefighter. The nature of his disability renders that job
impossible. It also points out that neither party intends
to
either withdraw the requirement of physical ability and fitness in
the Policy, or to create an exception to the Policy entitling
the
applicant to advancement as an operational firefighter. From
the respondent’s disclaimers the real issue in dispute distils
down
to this: does the respondent have an obligation to reasonably
accommodate the applicant?
[10]
Co-existing with the defence of the
inherent requirement of a job are the rights of the applicant as a
person with disabilities and
a member of a designated group not to be
unfairly or unjustifiably discriminated against and to be reasonably
accommodated.
Corresponding obligations rest on the respondent
to “take steps to promote equal opportunity in the workplace by
eliminating unfair
discrimination in any employment policy or
practice”.
[8]
Consequently, the applicant’s claim for advancement or
promotion to what the respondent refers to as a “a non-operational
division”, together with the respondent’s defence, call for a
probe into the co-existence of the principles pertaining to the
inherent requirement of a job and the duty not to discriminate
against, but rather reasonably accommodate people with disabilities.
Are these principles mutually exclusive or must they work in tandem?
Put differently, in a clash between the competing principles
of the
respondent’s defence of the inherent requirement of a job and the
applicant’s protections against unfair and unjustifiable
discrimination, must one principle prevail over another? Is
reasonable accommodation relevant when adjudicating these competing
interests?
[11]
This line of enquiry into equality,
discrimination and disability law is inspired specifically by the
facts. The applicant is
not a candidate applying for employment
to whom the inherent requirement of a job defence would traditionally
apply. He was
an employee injured, not in the ordinary course
of rendering firefighting services, but because the respondent failed
to implement
standard safety measures after the applicant warned the
officer in charge of the risks. These facts establish
pre-existing
rights and obligations that call for a probe into the
competing interests at stake.
Terminology
[12]
At the outset, when discussing disability, the choice of terminology
is an ideologically
sensitive matter. “Disabled persons”
implies that the people are incapable whereas “persons with
disabilities”
recognises that the people are capable but with some
impairment. “Disability” incorporates both anatomical and
mental impairments
and the role and impact of social factors.
Whether people are capable depends on both their own abilities as
well as the availability
of an enabling environment, tools and
technology. Because the term “persons with disabilities”
articulates disability not
only as an inherent aspect of the person,
but also accounts for social and environmental factors, it accords
with the social, human
rights response rather than the traditional,
paternalistic, welfarist response. For welfarism, charity is
both a means and
an end.
[9]
In contrast, a developmental, human rights approach has a
better fit with our transformative Constitution than welfarism. The
EEA adopts the term “people with disabilities”. Similarly,
the World Health Organisation uses “persons with disabilities”,
[10]
which is also reflected in the titles of both the CRPD
[11]
and the Code.
Litigation
history
Arbitration
[13]
The arbitrator diagnosed the nature and
cause of the applicant’s grievance from its inception to be as
follows:
“[T]he respondent is of the view that the mere fact that the
applicant has been accommodated within the Unit that itself is
sufficient.
To me this is a misguided notion because there is
no favour done to the applicant to accommodate him as that is a legal
requirement
expected from the respondent to do so. Clearly, it
does not bother the respondent as to whether . . . the applicant is
advanced.
I note the attitude displayed here borders on
arrogance of the respondent’s management and there is no empathy
displayed here towards
the applicant. It is as if the applicant
brought this condition to himself and therefore tough luck to him and
must be grateful
that he still works for the respondent.”
[12]
[14]
The arbitrator went on to remark that to confine the applicant “to
one position for such
a long time does affect one’s dignity and
status”.
[13]
However, because the respondent raised the defence of the
inherent requirements of a job, the arbitrator concluded that the
bargaining council lacked the jurisdiction to determine this aspect
of the dispute. Therefore, the applicant referred the dispute
to the Labour Court in terms of section 10(6)(a) of the EEA.
Labour
Court
Evidence before the Labour Court
[15]
Before the Labour Court,
the parties helpfully concluded a pre-trial
minute. The second judgment relies on the applicant’s
statement of claim to distil
his cause of action. However, the
subsequent pre-trial minute clarifies the facts agreed, the facts in
dispute and the legal
issues for determination. In my view, the
pre-trial minute supersedes prior pleadings and defines the causes of
action for
determination. In the minute the parties agreed on
the following
:
(a) During
2010
the applicant was injured whilst on duty.
(b) The injury is permanent and
constitutes a disability for the purposes of the EEA in that
it is a
long-term physical impairment which limits his prospects of
advancement as a firefighter
.
[14]
(c)
On
23 January 2013, after the completion of an incapacity assessment
process, the applicant “was accommodated with alternative
employment
because of his disability by transferring him to a
position in the Finance and Billing Section in Goodwood and
thereafter to his
current position in the Fire and Life Safety
Education Section in Bellville”
.
(d)
The
applicant’s current position does not require intensive physical
exercise. His work is administrative and educational
.
(e)
The
applicant was allowed to retain his designation as a firefighter and
salary level, including his 22.8% standby allowance
.
(f)
The
applicant can no longer perform the core functions of a firefighter
and is unable to perform the associated physical activities
.
(g)
The
respondent employs learner firefighters, firefighters and senior
firefighters at an operational level. Advancement is not
automatic but is regulated by the respondent's Policy which was
published on 1 April 2009. The respondent’s alleged
reason for the Policy was to eliminate the inconsistent and unfair
application of the previous advancement criteria by applying (on
the
respondent’s version) uniform criteria for advancement.
(h)
The
Policy applies to the advancement of all permanent staff members
actively involved with operational firefighting and rescue
activities,
or any other functions delegated in terms of the Fire
Brigade Services Act
[15]
which includes candidates from learner to senior firefighter.
To be advanced from the rank of firefighter to that of senior
firefighter, the Policy stipulates specific requirements.
[16]
(i)
Since the inception of the Policy, no firefighter has been advanced
without having successfully
completed the practical assessment.
The practical assessment requires a firefighter to present
theoretical knowledge in a lecture
and be able to demonstrate the
application of his or her theoretical knowledge physically. The
applicant is unable to complete
the practical assessment due to his
disability. He is also unable to meet the respondent’s
alleged inherent requirements of a firefighter
.
The applicant can meet all the other requirements
for the purposes of advancement
.
(j) The
applicant had previously applied for advancement. Despite his
request, the
respondent refused to relax the physical assessment
requirement, asserting instead that physical fitness and ability are
inherent
requirements for the job of a firefighter and that the
applicant is unable to meet this inherent physical requirement.
(k)
The
job description for the various firefighter ranks includes the
requirement of being physically fit and able bodied for the
performance
of tasks associated with specific key performance areas
of the posts, being able to perform strenuous physical tasks and
heavy lifting
in confined areas, and at elevated temperatures, while
wearing heavy protective clothing and equipment, being able to
perform rescue
work in swift flowing water, and being able to enter
structures on fire, whilst wearing protective gear and breathing
apparatus and
carrying a variety of service related tools and
equipment. The applicant is unable to meet these requirements
due to his
disability.
(l)
Firefighters are required to successfully complete an annual physical
fitness assessment
and, where applicable, routine physical drills.
Due to his disability the applicant is unable to undertake that
assessment,
perform the routine physical drills and fulfil the normal
operational duties associated with being a firefighter. There
is
no prospect of him being rehabilitated from his disability to
resume operational duty as the disability is of a permanent nature
.
[16]
Of the facts in dispute, four are relevant: the extent to which the
respondent accommodated
the applicant following his injury; the
extent to which the applicant had access to advancement or promotion
in respect of other lines of employment
within Fire and Rescue
Services or the respondent generally; the extent to which the
respondent could have
accommodated
the applicant in the post
of senior firefighter; and lastly, whether the Policy
discriminated
against the applicant based on his disability. These disputes
of fact dovetail with the agreed legal issues below
.
Manifestly, his ambition to be a
senior firefighter that he had articulated in his statement of claim
changed during the pre trial
proceedings. Accommodation
and advancement
or promotion to other lines
of employment imply that the applicant was no longer seeking
appointment as a senior firefighter only
.
[17]
The crux of the legal issues for the Labour Court to determine
was first, whether the inherent requirement of physical fitness for
a
firefighter precluded the applicant’s advancement or promotion to
the position of senior firefighter. Second, regarding
discrimination, the parties asked the Labour Court to determine
whether the Policy constituted
justifiable and fair discrimination
in as much as it distinguished between persons on the basis of an
inherent requirement of a job; and whether the application of the
Policy to the applicant constituted
unfair direct, alternatively
indirect, discrimination
as contemplated by section 6 of the
EEA
.
[17]
[18]
Together, the facts in dispute and the legal issues for determination
informed the relief
pleaded for.
That relief
included an order declaring the conduct of the respondent to be
unfair discrimination as contemplated in section 6(1)
of the EEA; an
order directing the respondent to cease such discrimination by
withdrawing the application of the physical assessment
requirement in
the Policy to persons with disabilities; an order directing the
respondent to reconsider the applicant’s application
for
advancement; and an order directing the respondent to pay the
applicant compensation and costs.
[19]
If the pre-trial minute was not clear about
the relevance of reasonable accommodation in this dispute, then the
respondent’s Notice
of Appeal is explicit about what this Court is
required to determine. In the Labour Appeal Court, the
respondent refuted the
finding of the Labour Court that its transfer
of the applicant amounted to reasonable accommodation. The
respondent’s attitude
remained that transferring the applicant and
“[a]llowing him to retain his title as a firefighter was a
reasonable and
compassionate alternative
to the
termination
of his employment on the grounds of incapacity given that he could
not perform the core functions of a firefighter”. Termination
for incapacity was foreshadowed from the outset in the notice to
attend the incapacity hearing.
[20]
And if the Notice of Appeal is not enough
elucidation, then the common understanding of what the case was about
is best articulated
by the parties in their own words in the edited
extracts below from the transcript of the applicant’s
cross-examination before
the Labour Court:
“Mr Conradie [attorney for the respondent]: And the argument put up
by the City is that you cannot advance in terms of this policy
in the
operational side unless you can meet those requirements?
Applicant: I would agree with you. This is why I said I am not
asking to be placed on the operational side.
. . .
Mr Conradie: What I’m going to argue at the end of the case is that
there cannot be an obligation on the City to create for you
a career
stream in what for simple terms I’ll call now the admin section
that you work in because you don’t want to be operational
but you
regard yourself probably as having limited career prospects in the
admin field and you now want to replicate almost what
applies to the
operational people in the area that you work?
Applicant: I’m going to disagree if I may respond? . . . however
everybody must progress through this document, if you however
become
injured like in my case you have no prospects and that is what we’re
challenging. I’m not saying they should take
this document
and create something similar to this, we’re asking them, because I
already meet all the qualifications that they
have here, apart from
the physical component.
Mr Conradie: You see the difficulties and this is a very difficult
area of law, so I’m not going to have a legal debate, but I
just
want to give you the understanding of the City’s case. This
is not a case in which you are saying to the City I would
like to
become a senior firefighter and get back on the fire truck and the
City then says to you sorry you don't qualify because
you can't pass
the physical test, that is the normal type of case that would come to
this Court and then the Court must look at whether
or not putting up
this physical requirement discriminates against you. You’re
not asking to come back in the service, you’re
asking to stay where
you are, but the City must give you a career progression, they must
create a career for you in what I call the
admin side, the
non-operational side and I’m saying that that is a stretch too
far. Do you want to comment on that?
Applicant: The City has got an admin side and you have therefore your
level, clerk levels and your administrative levels, they are
not
called the firefighters within the education section so that is my
view on it.
. . .
Mr Conradie: What I'm saying is that what you are asking for is
similar to now saying. I want to move up in this specific field
and I want you to create that career’s dream for me. And
that's not something that the City can be forced to do.
Applicant: I’m saying that I came into the employ of the City of
Cape Town as a fit individual with prospects and hopes of an employer
that is going to look after me and that is all that I'm saying, I’m
expecting them, it’s now seven years and today we’re in
court and
still I have not moved. I don’t know of any employer
[employee?] that would be happy with that, so I feel that
I’m
prejudiced by an IOD and that is my view on that.
. . .
Mr Conradie: . . . about the bursary and going into the HR field . .
. in other words, the employer almost prevented you from advancing?
Applicant: I would agree with that I will tell you why I agree with
that, is because I have explained to them in writing the situation
that I find myself and why I would then want to change from this
direction to that direction and they still declined it and I will
therefore agree with that.
Mr Conradie: Not much turns on it, but the word [thwarted] really
means it's almost in bad faith, they prevented you from progressing.
Applicant: Well as I said now if you read the fact that you are in a
hole and you need to ask the employer to assist the employee
to get
out of that and you still refuse that, decline it then I would say
yes it is bad faith, that is my view on that.”
[21]
The respondent had a complete and correct
understanding of the applicant’s case. On the basis of its
understanding, the respondent
articulated the applicant’s case as
one for reasonable accommodation, which it said it was not obliged to
implement.
Setting up a career path is precisely what
the applicant was seeking. This too the respondent understood
very well as its attorney
demonstrated when he cross-examined the
applicant.
The pleadings had served
their purpose. The respondent appreciated fully the
complexities of the case when its attorney remarked
during the
cross-examination of the applicant: “this is a very difficult area
of law”.
Why would it be
difficult if the only issue was the defence of the inherent
requirement of the job of a firefighter, which was settled
law?
It is difficult because this is not “
the
normal type of case
”
either on the
law or the facts.
[22]
The respondent disputes that it has a legal
duty to accommodate the applicant and wants to apply its normal rules
for advancement
and promotion to him. On at least three
occasions Mr Conradie put to the applicant that nothing stopped him
from applying for
other positions. The applicant responded each
time that he did not have the relevant qualifications for those
positions. While
Mr Conradie acknowledged that the applicant
may not have been successful, he persisted that he could still
apply. The applicant
responded that if he did apply for any
promotion he would be hit by the inherent requirements for those
positions. He was unqualified
for a senior position in the
administration and human resource stream. But in firefighting
he met all the requirements except
that of physical fitness.
Therefore, if he could apply for promotion, he asked that it be in
firefighting.
[18]
[23]
One of the issues in dispute was whether he
could be advanced or promoted to “other lines of employment”. In
the light of
the respondent’s denial of any duty to reasonably
accommodate the applicant, and that the applicant would have to apply
for promotion
if he wanted advancement, no evidence was led of
exploring “other lines of employment”. To be promoted, the
applicant had
to meet the inherent requirements for any job for which
he applied.
When
counsel for the
applicant objected to the respondent’s attorney re-examining its
witness about advancement opportunities and other
lines of
employment, the Court offered to rule on the objection.
Unreasonable as the objection was, the respondent’s attorney
declined the offer, saying that nothing turned on it. This
response is consistent with the respondent’s attitude that its
defence of the inherent requirement of a job trumped all claims for
unfair discrimination.
Judgment of the Labour Court
[24]
The Labour Court defined the question for its
determination to be “whether applying the [P]olicy to [the
applicant] in a way that
prevents him from advancement due to his
disability amounts to unfair discrimination”.
[19]
As for the defence of the inherent requirement of a job, it
found that the respondent—
“is undermined by its own previous decision to keep [the applicant]
in the Fire and Rescue Service albeit in a position that does
not
require active firefighting. It did so on an individualised
basis after a painstaking series of incapacity investigations.”
[20]
[25]
The Labour Court declared that applying the Policy
to the applicant in a way that prevented him from advancing due to
his disability
amounted to unfair discrimination in terms of section
6(1) of the EEA.
Weighing heavily on its decision was
the undisputed evidence that the respondent caused the applicant’s
disability. While
acknowledging that the respondent’s defence
of the inherent requirements of a job was a “complete” defence to
an allegation
of unfair discrimination,
[21]
the Court diagnosed that the applicant’s
discrimination grievance went wider than an attack on the inherent
requirements of
a job. Applying item 7.5.1 of the Code relating
to the prohibition of employing people with disabilities on less
favourable
terms, it declared the application of the Policy to the
applicant to amount to unfair discrimination.
[22]
Weighing the interests of the respondent it
noted that the respondent did not raise issues of financial prejudice
as a reason for
its stance but rather relied on the need for
consistency in the application of its policy.
[26]
Significantly, the Court extracted from the
respondent’s final incapacity report that: the applicant’s
“injury was permanent”;
that his work could be adapted “to
accommodate his incapacity”, and that he “can be transferred to a
section … that does
not require him to perform the physical
functions that he may not perform and still add value to the work of
the Fire and Rescue
Service”.
[23]
Considering that it was known that his disability was permanent
when he was accommodated,
the Labour Court seemed to suggest
that if advancement could be effected by voluntarily waiving the
physical fitness requirement once,
then it should be possible to do
so again, specifically for the applicant. T
he
Labour Court concluded that the respondent had not met its onus of
establishing fairness on a balance of probabilities.
Having
recognised the applicant’s right to dignity
[24]
and that “he is a firefighter, who is denied progression in
remuneration or status through the ranks”
,
[25]
the Court created a wide berth for the respondent’s exercise of its
managerial discretion, by directing
it
to reconsider the applicant’s advancement application within
15 days of the order being handed down.
[26]
Labour
Appeal Court
[27]
The Labour Appeal Court focused on the respondent’s defence of the
inherent requirements
of a job to resist the applicant’s claim for
advancement to the position of senior firefighter.
[27]
It noted that the Policy requiring a practical physical assessment
was implemented prior to the applicant sustaining his injury.
[28]
Referring to the judgment of the Labour Court in
Imatu,
[29]
the Labour Appeal Court accepted that physical fitness is an inherent
requirement for the job of a firefighter.
[30]
It endorsed
TDF Network Africa
[31]
which held that a requirement is inherent if it is rationally
connected to the performance of the job and necessary for the
fulfilment
of a legitimate work related purpose.
[32]
[28]
In overturning the Labour Court’s judgment, the Labour Appeal Court
reasoned as follows
:
“The court
a quo
correctly noted that [the] appellant,
following Mr Damons’ disability, engaged in a ‘painstaking series
of incapacity investigations’
and ultimately placed him in a
position that did not require active firefighting. It is
difficult to see how this conclusion
can justify the further one
reached by the court
a quo,
namely that Damons’ disability
which prevented him from being advanced amounted to unfair
discrimination. To the extent that
there is a differentiation
between Damons and active firefighters, who are considered for
promotion, this is justified both by the
rational requirements
contained in the Policy and by the inherent requirements for the
position of a senior firefighter. In
this connection, although
again in a different context, the. . .
dictum
of this
Court in [
SAA
]
[33]
is relevant.
[34]
[29]
The Labour Appeal Court
considered the Code which provides at
item 6.5.1 that—
“employers should reasonably accommodate the needs of persons with
disabilities. The aim of the accommodation is to reduce
the
impact of the impairment of the person’s capacity to fulfil the
essential functions of a job.”
[35]
[30]
It then considered item 7.5.1(b) of the Code, which states that “an
employer may not retain
employees who become disabled, on less
favourable terms and conditions than employees doing the same work,
for reasons connected
with the disability”,
[36]
and remarked:
“These provisions indicate that [an employee with a disability]
cannot be discriminated against other employees who do the same
work
and, to that specific extent that the doctrine of reasonable
accommodation applies.
A policy must be designed to reduce
the impact of the impairment of the person’s capacity to fill the
essential functions of the
job.
”
[37]
[31]
The Labour Appeal Court confirmed that it was not possible for the
applicant to perform the
essential tasks of an active firefighter,
nor could it possibly be in the public interest to have firefighters
who were not capable
of dealing with the outbreak of fires, which, in
the respondent’s area of operation, were extremely frequent.
[38]
Upholding the appeal, the Labour Appeal Court set aside the decision
of the Labour Court, with no order as to costs.
[39]
In
this Court
The
submissions
[32]
For the applicant, the crucial issue is his
advancement. Summing up, he asks whether there is any
justification for refusing
him opportunities for advancement based on
his disability, when (a) the injury was occasioned by the respondent,
(b) the Policy does
not cater for the applicant’s situation, and
(c) the applicant attached the condition regarding his advancement
and prospects to
his transfer. The applicant asserts that the
application of the Policy to him constitutes unfair discrimination.
[33]
To these claims, the respondent holds up the defence of the inherent
requirements of the
job. This defence, it asserts, absolves it
of any duty to accommodate the applicant. On the facts, no
adjustment or modification
can be made to render the applicant
physically fit for the job of a firefighter.
The
central question to be decided is whether it is unfair
discrimination, for the purposes of section 6 of the EEA, for the
respondent
to make the ability to perform intense physical activity
an inherent requirement of the job for employees engaged to fight
fires.
In response to the applicant’s reliance on item 6.5.1
of the Code that he must be accommodated because of his disability,
the respondent says that claim cannot be sustained. Item
6.5.1(b) of the Code requires an employer to reasonably accommodate
the needs of persons with disabilities with the aim of reducing the
impact of the impairment on the person’s capacity to fulfil
the
essential functions of
the
job.
The respondent denies that its obligation under this item applies to
the applicant because it is common cause that he is
not capable of
fulfilling the essential functions of
the
job of a firefighter.
Issues
[34]
The points of departure in the courts below
require this Court’s intervention to address the primary issue:
does the respondent
discriminate unfairly against the applicant on
the grounds of his disability? The secondary issue is whether
the respondent
has a duty to reasonably accommodate the applicant,
which the respondent denies it has when it raises the defence of an
inherent
requirement of a job. A finding against the respondent
on the secondary question would automatically dispose of the primary
question. The respondent has sharpened the secondary issue by
contending that reasonable accommodation applies specifically
to “
the
job” of firefighting.
[35]
What this case is not about is the application of
Chapter III of the EEA. Not once does either party refer to
Chapter III.
Chapter III regulates the implementation of
affirmative action by adopting employment equity measures “to
ensure . . . equitable
representation . . . in the workforce”.
[40]
Both parties hinge their respective cases on the interpretation and
application of section 6 of the EEA in Chapter II, which
regulates
the prohibition of unfair discrimination. Therefore, this case
is about the primary purpose of “promoting equal
opportunity and
fair treatment in employment through the elimination of unfair
discrimination”.
[41]
In this instance, the question is whether reasonably accommodating
the applicant would achieve this purpose. The applicant
is
asserting his individual rights.
[36]
If the narrow view prevails, namely that
reasonable accommodation must be implemented only as affirmative
action in terms of Chapter
III, then only designated employers will
be obligated to accommodate members of designated groups.
[42]
Although the respondent is a designated employer and the applicant is
a member of a designated group, that is irrelevant in
this instance
when the issue is one of principle concerning individual rights and
protections against discrimination. Such
an approach would
leave employees like the applicant, who assert discrimination claims
that have nothing to do with employment equity
plans, without a
remedy under the EEA. That would defeat the very purpose of the
EEA to be a “one stop shop”, providing
comprehensively for
all discrimination in employment claims. Employees would be
driven elsewhere to find recourse. Comparatively,
the
Constitution and the Promotion of Equality and Prevention of Unfair
Discrimination Act
[43]
(Equality Act), would be infinitely more generous than the EEA if a
narrow interpretation of the EEA prevails. Furthermore,
it
would be a mistake to equate reasonable accommodation with
affirmative action. Reasonable accommodation may include but
is
not limited to affirmative action. In
Pillay
,
[44]
reasonable accommodation involved recognising religious and cultural
differences in the interests of promoting equality and diversity
and
countering the dominance of mainstream Christian practices.
Exceptional individuals like Stephen Hawking and Beethoven
would make the case for reasonable accommodation rather than
affirmative action. This case is firmly grounded in the
interpretation
and application of the provisions of Chapters I and II
of the EEA and disability law expatiated in the CRPD and the Code.
[37]
This case is also not about a breach of an
agreement to promote the applicant. When agreeing to his
transfer, the applicant
“indicated that alternative placement would
be acceptable to him as long as certain requirements of his would
remain applicable
specifically [with regard to] his current
remuneration package as well as future promotions”. This
stipulation did not amount
to a condition, which if not complied
with, would result in the respondent breaching the agreement to
transfer.
[38]
Unjustifiable hardship is also not an issue.
The Labour Court noted that in raising the inherent requirement of a
job defence,
the respondent was concerned about consistency in the
application of its Policy. The respondent did not raise
financial prejudice
or any other hardships in resisting the
applicant’s claims for equality through advancement.
Condonation
[39]
Although the delay of 105 days is long, the
applicant’s explanation that COVID-19 conditions, lack of funds and
a fallout with his
trade union caused the delay, is acceptable.
His reasonable prospects of success, in my view, tip the balance in
favour of
this Court granting condonation.
Jurisdiction
and leave to appeal
[40]
Because this matter concerns discrimination
and employment, this Court has jurisdiction. The respondent
correctly concedes that
the interpretation of the EEA raises a
constitutional issue.
[41]
Regarding leave to appeal,
once the
parties agreed during the pre-trial proceedings that physical fitness
was an inherent requirement for the job of a firefighter
and that the
applicant did not meet that requirement, the
inherent
requirement defence had to succeed. This it did in both courts
below. If this were the only issue, then the applicant’s
case
was dead in the water as early as when the pre-trial minute was
concluded. That issue raised no arguable point of law.
Determining whether physical fitness is an inherent requirement
of the job of firefighters was settled when the Labour Appeal
Court
confirmed the decision in
Imatu
.
[45]
The Policy stipulating
physical fitness as an inherent
requirement for the job of a firefighter was not unfair
discrimination.
Therefore, if that was the
only issue,
I
would have refused leave to
appeal without a hearing. This case is about much more than
discrimination under the Policy.
[42]
The applicant commenced and continues this
case on a cause of action based on unfair discrimination. The
respondent resisted
the claim with the defence of the inherent
requirement of the job. To this, the applicant mounts a
discrimination and reasonable
accommodation challenge.
Distinguishing this case from others in which the defence of the
inherent requirement of the job prevailed
is the status of the
applicant as a serving employee who suffered a life-changing injury
on duty because the respondent failed to
observe safety measures.
These facts inspire a novel enquiry into whether the defence of
the inherent requirements of a job
and unfair discrimination in
section 6of the EEA co-exist or are mutually exclusive when
reasonable accommodation is in issue.
Differences arise between
the applicant and respondent and between the Labour Court and the
Labour Appeal Court about the interpretation
and application of
section 6(1) and 6(2)(b) to the circumstances of this case. If
the Labour Appeal Court prevails, then the
defence of the inherent
requirement of the job in section 6(2)(b) would trump claims
against unfair discrimination and any obligation
to reasonably
accommodate the applicant. If the Labour Court prevails, then
the defence of the inherent requirement of the
job would co-exist in
tandem with protection against discrimination through reasonable
accommodation. These differences in
the approach to the legal
issues applied to the facts spawn novel questions in the world of
work. Because, in my view there
are reasonable prospects that
the approach of the Labour Court may prevail, the application for
leave to appeal must be granted.
Statutory framework
[43]
Both parties rest their rights and
responsibilities on the EEA and its Code. As post-
apartheid
or new age legislation, t
he twofold purpose of the
EEA set out in section 2 is—
“
to achieve equity in the workplace by—
(a)
promoting equal opportunity and fair
treatment in employment through the elimination of unfair
discrimination; and
(b)
implementing affirmative action measures to
redress the disadvantages in employment experienced by designated
groups, in order to
ensure their equitable representation in all
occupational levels in the workforce.”
[44]
Echoing the preamble to the EEA, section 3
prescribes that the EEA—
“must be interpreted—
(a) in compliance with the
Constitution;
(b) so as to give effect to
its purpose;
(a)
Taking into account any relevant code of
good practice issued in terms of this Act or any other employment
law; and
(b)
in compliance with the international law
obligations of the Republic, in particular those contained in the
International Labour Organisation
Convention (No. 111) concerning
Discrimination in Respect of Employment and Occupation.”
[45]
The constitutional rights implicated
include the rights to equality, dignity, freedom of trade, occupation
and profession, fair labour
practices and access to courts. All
these rights are regulated under the EEA,
[46]
read with the Labour Relations Act
[47]
(LRA).
International
law
[46]
Section 3
of the EEA imports the promise in the Explanatory Memorandum
preceding the Employment Equity Bill
[48]
to “fulfil South Africa’s obligations in terms of Convention
111
[49]
. . . and the United Nations Declaration on the Rights of Disabled
Persons (1975)”.
[50]
South Africa ratified both international standards implicating
disability: Convention 111
on 5 March 1997 and the CRPD on 30
November 2007.
In 2020, the SALRC
published an Issue Paper on
domesticating the CRPD.
[51]
Seemingly, domestication is required in addition to ratification for
the CRPD to be enforceable.
Neither party
made submissions about the application of these standards to this
matter; nor did the applicant seek to enforce any
international law
obligations or claim any relief on that ground against the
respondent, as an organ of state.
[47]
Section
233 of the Constitution permits
recourse to
South Africa's international law
obligations for the purpose of interpreting legislation.
[52]
Optimistically, Dugard explains that
the Constitution “seeks to ensure that South African law
will evolve in
accordance
with
international law”.
[53]
Reinforcing his optimism is section 3(d) of
the EEA which requires that the Act be interpreted in compliance with
the Republic’s
international law obligations and specifically
Convention 111. Considering that the CRPD may require
domestication, I refer
to it merely as a guide to the interpretation
of the EEA.
To ignore these standards, as the second
judgment suggests, would undermine
all
the exhortations in
section 3 of the EEA above.
Convention 111
[48]
Back in 1958, the International Labour
Organisation (ILO) was modest in its aims. Consequently, in
defining discrimination,
Convention 111 does not recognise disability
as a ground. Instead, disability fell under the general rubric
of “such other
distinction, exclusion or preference which has the
effect of nullifying or impairing equality of opportunity or
treatment in employment
or occupation”.
[54]
Member states are left to recognise additional grounds of
discrimination.
[49]
However, Convention 111 recognised
“disablement” as a circumstance for encouraging “special
measures designed to meet the particular
requirements of persons”.
[55]
Taking special measures does not equate to discrimination. What
is also deemed not to be discrimination is any “distinction,
exclusion or preference in respect of a particular job based on the
inherent requirements thereof”.
[56]
The overarching aim of Convention 111 is to call on
member states to promote “equality of opportunity and treatment in
respect
of employment and occupation, with a view to eliminating any
discrimination”.
[57]
CRPD
[50]
By the end of the twentieth century, international law on disability
was striking out in
a new direction. “Non-discrimination, and
the equal effective enjoyment of all human rights by people with
disabilities,
are therefore the dominant theme of the long-overdue
reform in the way disability and the disabled are viewed throughout
the world.”
[58]
Dramatically,
charitable motives towards people
with disabilities shifted towards human rights. Persons with
disabilities are no longer to
be treated as objects of welfare,
medical treatment and social protection but subjects with rights, not
merely specific rights, but
all human rights, without
discrimination.
Not only national states and
institutions, but also persons with disabilities themselves, are now
framing their grievances and injustice
in the lexicon of rights.
[51]
Quinn and Degener summarise the shift as
follows:
“Seeing people with disabilities as subjects rather than objects
entails giving them access to the full benefits of basic freedoms
that most people take for granted and doing so in a way that is
respectful and accommodating of their difference. It means
abandoning the tendency to perceive people with disabilities as
problems and viewing them instead in terms of their rights.”
[59]
[52]
In its preamble, the CRPD unambiguously
affirms a human rights model for disability when it promotes “the
full enjoyment by persons
with disabilities of their human rights and
fundamental freedoms”.
[60]
Elevating disability discrimination to “a violation of the inherent
dignity and worth of the human person”,
[61]
pegs this ground of discrimination firmly within the human rights
paradigm.
[53]
As “an evolving concept”,
[62]
disability is neither static nor intrinsic to the person.
Fredman’s example, that mobility may depend on whether a person
has
a wheelchair,
[63]
when expanded, means that even if a wheelchair is available, the
built environment must be conducive for its use. The ability
to
speak may well depend on a speech-generating device, without which,
in the case of Stephen Hawking,
A Brief
History of Time
might never have come
to be. Beethoven produced his best music in a state of
deafness. Identifying people in terms of
their disability,
discounts their ability.
[54]
Accommodations are about enabling
capabilities to flourish.
[64]
Using rights as functional to the most important capabilities,
Nussbaum has generated a list of “separate and indispensable
components” of “the most central capabilities that should be the
goal of public policy”.
[65]
Capabilities
include the ability to live a worthy
life, in good bodily health and integrity, to be able to use senses,
imagination and thought,
to feel, to reason, to affiliate, to play,
and to control one’s political and material environment.
[66]
This is what it means to be developmental. As an assessment
tool used for the Human Development Reports of the United
Nations
Development Programme, capabilities are a respected, rational
standard for assessing evidence in the enforcement of socio economic
rights, of which labour rights form a part.
[67]
As such, it commends itself for application in determining the scope
of reasonable accommodation.
[55]
The coincidence of poverty with disability
cannot be overlooked or underestimated. By projecting poverty
as coinciding with
disability, the CRPD highlights “that the
majority of persons with disabilities live in conditions of
poverty”.
[68]
By recognising the critical need to address the negative impact
of poverty on persons with disabilities, the CRPD recognises
that the
“full participation by persons with disabilities will result in
their enhanced sense of belonging and in significant advances
in the
human, social and economic development of society and the eradication
of poverty”.
[69]
Mainstreaming disability issues is integral to strategies for
sustainable development.
[70]
Sen’s “foundational view of development as freedom” pitches
substantive freedoms as both the means and the ends of
development.
[71]
[56]
The definition of “discrimination on the
basis of disability” includes all forms of discrimination and
disability. Paradoxically,
denying reasonable accommodation is
also discrimination.
[72]
As a counterweight, in its definition of “reasonable
accommodation”, the CRPD recognises an exemption on the ground of
“undue hardship”.
[73]
[57]
Article
27
[74]
urges that “States Parties
shall
safeguard and promote the
realisation of the right to work,
including for those who acquire
a disability during the course of employment
”.
[75]
Equality is strongly undergirded by promoting access in various forms
– accessible work environment, “access to general
technical and
vocational guidance programmes, placement services and vocational
and continuing training
”
[76]
and to “
employment opportunities and career advancement
”.
[77]
The public sector is preferred for employing people with
disabilities.
[78]
Particularly important for current purposes is the obligation
on State Parties to:
“
Ensure
that reasonable accommodation is provided to persons with
disabilities in the workplace.”
[79]
[58]
Lawson accepts that
the CRPD looks “beyond
traditional legal scholarship” and draws “upon ideas and
approaches (including the social model of disability)
developed in
[the] movements [of people with disabilities] and literature in the
multidisciplinary field of Disability Studies.”
[80]
[59]
Ngwena and Albertyn commend the CRPD as—
“animated by substantive and transformative equality. It
seeks to overcome the legacy of systemic disability-related
inequality
and discrimination through recognising the diversity of
humankind. It creates a new vision of disability that finds
concrete
expression in the duty to accommodate difference under
conditions of equality and human dignity. For these reasons,
the CRPD
now serves as a complementary reference point for any
juridical discourse at the intersection between disability and
equality.
[81]
[60]
Significantly, the United Nations
Declaration on the Rights of Disabled Persons, the 1975 predecessor
of the CRPD,
[82]
informed the drafting of the EEA.
[83]
The CRPD evolved more than half a century after Convention 111,
and almost a decade after the EEA. Unlike its predecessor,
the
CRPD unambiguously espouses the international shift towards the human
rights model for people with disabilities. Both the
CRPD and
Convention 111 connect the complexity of reasonable
accommodation, the inherent requirement of a job and undue hardship.
The shift internationally towards a human rights impulse must infuse
the interpretation of the EEA.
The Code
[61]
Another aid to interpretation referred to
in section 3(c) of the EEA, is the Code.
The
Code urges “persons with disabilities to have their rights
recognised in the labour market where they experience high levels
of
unemployment . . . often remaining in low status jobs or earn a
lower-than-average remuneration”.
[84]
The aim of the Code includes “protect[ing] persons with
disabilities against unfair discrimination in the workplace”.
It “
directs employers to implement
affirmative action measures to redress discrimination
”.
[85]
Further, it is “intended to help create awareness of the
contributions persons with disabilities can make and to encourage
employers to fully use the skills of such persons”.
[86]
[62]
The Code is not “an authoritative summary
of the law, nor does it create additional rights and
obligations”.
[87]
Instead, it is “a guide for employers and employees on promoting
equal opportunities and fair treatment for persons with
disabilities”.
[88]
The courts and employers “must” consider it to interpret and
apply the EEA.
[89]
Particularly relevant is item 6 of the Code which imposes positive
duties on employers to reasonably accommodate employees
and offer
various ways of promoting equality and eliminating
discrimination.
[90]
Item 6.1 and 6.2 state imperatively––
“
Employers
must
reasonably accommodate the needs of
persons with disabilities . . . to fulfil the essential functions of
a job
.
Employers
must assess
and adopt effective measures.”
Interfacing equality, non-discrimination, inherent requirement of a
job and reasonable accommodation
Equality and non-discrimination
[63]
Section 5 of the EEA compels the
elimination
of unfair discrimination:
“Every employer must take steps to promote equal opportunity in the
workplace by eliminating unfair discrimination in any employment
policy or practice.”
[64]
Section 6(1)
of the EEA
prohibits unfair discrimination, including on the ground of
disability.
[91]
Consistent with the international standards above, section 6(2)
creates two exceptions to the duty not to discriminate:
“It is not unfair discrimination to—
(a) take affirmative action
measures consistent with the purpose of this Act; or
(b) distinguish, exclude or
prefer any person on the basis of an inherent requirement of
a job.”
Burden of proof
[65]
Section
5 above places the duty squarely on
the employer to eliminate discrimination. Reinforcing that
duty, section 11(1)
of the EEA
imposes a
positive burden of proof:
“If unfair discrimination is alleged on a ground listed in section
6(1), the employer against whom the allegation is made must
prove, on
a balance of probabilities, that such discrimination—
(a) did not take place as
alleged; or
(b) is rational and not
unfair, or is otherwise justifiable.”
[66]
This burden applies to unfair discrimination
alleged on the ground of disability in section 6(1).
The
onus also rests on an employer to prove that the discrimination is
not unfair, and if it is unfair, that it is justifiable.
[92]
If implementing reasonable
accommodation is impossible or an undue or unjustifiable hardship,
the discrimination would not be unfair.
The burden of proof
informs how reasonableness and proportionality would apply in
mediating the respective rights of the parties.
The inherent requirement of a job
[67]
The genesis of section 6(2)(b) is Article
1(2) of Convention 111, which lays the basis for the defence of an
inherent requirement
not amounting to discrimination.
[93]
The CRPD does not mention the concept of the inherent requirement of
a job.
An inherent requirement of the job is usually
impervious – a complete defence – to a claim for unfair
discrimination. Of
course, the requirement must be genuine.
Once a requirement is determined to be inherent, then as a matter of
law, it is not
unfair discrimination for an employer to insist on
employees meeting the requirement. An employer who proves that
a requirement
is inherent is protected against a claim of
discrimination and therefore cannot be compelled to waive or excuse
an inherent requirement
to accommodate a person with disability.
[68]
Whether physical fitness is an inherent requirement of the job
of a firefighter is uncontroversial.
[94]
The applicant accepts that this requirement is a genuine inherent
requirement of the job of operational firefighters.
[95]
The respondent invites this Court to take judicial notice of this
fact. The invitation is well received.
[96]
The Policy applies to all firefighters who
must be physically fit to be operational.
[97]
Commendably, the Policy aims “to enhance the levels of efficiency
of the firefighting staff . . . to provide for the long-term
sustainability of a proficient and professional Fire and Rescue
Service”.
[98]
[69]
The applicant
accepts
that he cannot be operational.
However,
he argues that in applying the Policy, the respondent differentiates
between him, and others similarly situated. The
applicant
contends that the requirement of a physical assessment is not applied
to all employees seeking to be advanced to the rank
of firefighter or
senior firefighter. Some employees hold the position of senior
firefighter without performing any physical
tasks. Applying the
Policy differently by holding the
physical fitness requirement
against him,
while waiving it for others, is
unfair. It shuts the door on him to advance in his chosen
career, he persists.
[70]
Although the applicant claimed that he had
evidence of this allegedly disparate treatment, he led none. In
contrast, the respondent
led evidence of the need to overcome
historical anomalies by standardising its employment policies
following the merger of several
municipalities. Additionally,
in the pre-trial minute the applicant acknowledged that since the
inception of the Policy, no
firefighter has been advanced without
successfully completing the practical assessment. That
concession puts to bed this dispute
of fact.
[71]
Excusing
physical fitness as an inherent
requirement for operational firefighters would perforate the
principle enforced by statute, namely,
that it is not unfair
discrimination to exclude or prefer a person based on an inherent
requirement of the job. Applying section
6(2)(b) of the EEA to
require a firefighter to be physically fit to be operational
firefighter is not unfair discrimination. Quite
sensibly, the
applicant does not seek to be an operational firefighter.
[72]
The Labour Court correctly characterised the
inherent
requirements of the job as a complete defence to the claim of unfair
discrimination. Similarly,
the Labour Appeal Court found
that—
“in this case, it is not possible for [the applicant] to perform
the essential requirements of an
active
firefighter nor could
it possibly be in the public interest to have firefighters who are
not capable of dealing with the outbreak
of fires which, in the area
of jurisdiction of the appellant, are notoriously frequent.”
[99]
[73]
Accordingly
, I agree with both the Labour
Court and the Labour Appeal Court insofar as they found that physical
fitness
is an
inherent requirement of the
job of operational firefighters. I also uphold the decision of
the Labour Appeal Court in which
it set aside the decision of the
Labour Court which had held that the application of the Policy to the
applicant amounted to unfair
discrimination in terms of section 6(1)
of the EEA. Left over for determination then is the Labour
Appeal Court’s decision
to set aside the Labour Court’s order
directing the respondent to re-consider the applicant’s advancement
application.
And should the Labour Appeal Court have done more
than remark obiter, commending a policy about reasonable
accommodation?
Reasonable
accommodation
[74]
“
Reasonable accommodation” is defined
to mean:
“any modification or adjustment to a job or to the working
environment that will enable a person from a designated group to have
access to or participate or advance in employment.”
[100]
[75]
The EEA does no more than define reasonable
accommodation and mention it once more as an affirmative action
measure in section 15(2)(c).
As mentioned above, reasonable
accommodation is not synonymous with affirmative action. And
legislation in the form of
the EEA is not the only route to promoting
the achievement of equality when the Constitution encourages “other
measures designed
to protect or advance persons.” A policy on
reasonable accommodation as suggested by the Labour Appeal Court
would fit the
bill.
[76]
Unlike the Equality Act,
[101]
which is more explicit about the function of reasonable accommodation
in eliminating discrimination, the EEA adds no further clarity
to the
concept.
[102]
To aid interpretation, recourse must be had to section 39(1) and
(2) of the Constitution,
[103]
section 3 of the EEA, items 2.1 and 6 of the Code, and the CRPD.
Giving meaning to “reasonable accommodation” means ensuring,
at a
minimum, an interpretation that upholds the rights and values of
equality, dignity and freedom. Equality means substantive
equality.
[104]
For if there is substantive equality in the workplace, dignity is
sure to follow. So will, importantly, economic freedom.
Therefore, equity in the title of the EEA embraces more than equality
in employment.
[77]
To
comply with the Constitution and to give
effect to the purpose of the EEA, section 3 above compels a
purposive, generous interpretation
of “reasonable accommodation”.
Thus, “
any
modification or adjustment” is not
limited to
the
particular job, but refers broadly to “
a
job”. The careful use of the article “a” and not “the”
recurs in both the “the inherent requirement of
a
job” in
section 6(2)(b) and in item 6.1 of the Code:
“
Employers
must
reasonably accommodate the needs of
persons with disabilities. The aim of the accommodation is to
reduce the impact of the impairment
of the person’s capacity to
fulfil the essential functions of
a
job.”
Although
there are other explanations for using “a” instead of “the”,
the text also lends itself to the interpretation I seek
to place on
it.
[78]
The
EEA defines “people with
disabilities” to mean “people who have a long term or
recurring physical or mental impairment
which substantially limits
their prospects of entry into,
or advancement in
,
employment”.
[105]
Advancement
is recognised in the definitions of both
“reasonable accommodation” and “people with disabilities”.
Again, no limitation
is placed on advancement in a particular job.
Also implicit in this definition is the acknowledgment that
“disability is
an evolving concept”,
[106]
requiring ongoing engagement and assessment for advancement in
employment. Access to employment cannot be limited to familiar
physical, mechanical means of participating, – for example,
wheelchairs and ramps – but must include psychological
counselling,
career counselling and training to maximise
participation to enable a better fit between a person with
disabilities and a job.
[107]
“Reasonable accommodation” contemplates not merely participation,
but also advancement in employment.
[108]
To realise these aspirations, “the working environment”
requires re-imagination and innovation to facilitate enabling
conditions
for employment. Shifting a welfarist culture and
consciousness towards a human rights mindset would be a starting
point.
[79]
Reasonable accommodation is not new to constitutional jurisprudence.
Ironically, in
Pillay
, which was not a labour matter, this
Court looked to the EEA for a definition:
“
It is therefore necessary to consider both the
content of the idea of reasonable accommodation and its place in the
Equality Act.
The concept of reasonable accommodation is not new
to our law – this Court has repeatedly expressed the need for
reasonable accommodation
when considering matters of religion. The
Employment Equity Act defines
reasonable accommodation as ‘any
modification or adjustment to a job or to the working environment
that will enable a person from
a designated group to have access to
or participate or advance in employment’ and recognises making
reasonable accommodation for
designated groups as an affirmative
action measure. There is also specific mention of the concept
in the Equality Act.”
[109]
[80]
Taking reasonable accommodation measures consistent with the purpose
of the EEA is asymmetric:
to achieve equality, differential and
preferential treatment of people with disabilities is
necessary.
[110]
This asymmetry
foreshadowed in
Pillay
is consistent with both
sections 5
and
6
(2)(a) of the EEA
[111]
and Article 5(3) of the CRPD, which states:
“In order to promote equality and eliminate discrimination, States
Parties shall take all appropriate steps to ensure that reasonable
accommodation is provided.”
[81]
In
Pillay
this Court said that the Equality Act recognised
that—
“‘
failing to take steps to reasonably
accommodate the needs’ of people on the basis of race, gender or
disability will amount to unfair
discrimination. The Equality
Act places a duty on the state to ‘develop codes of practice . . .
in order to promote equality,
and develop guidelines, including codes
in respect of reasonable accommodation’ and permits courts to order
that a group or class
of persons be reasonably accommodated.”
[112]
[82]
This
Court went on to
refer
to section 14(3) of the Equality Act which offers
guidelines for crafting policy to reasonably accommodate differences
to prevent
discrimination and promote equality.
[113]
Nothing less is expected of the EEA. Reasonable accommodation
is a means to promote substantive equality and to eliminate
and
prohibit discrimination, as prescribed in sections 2, 5 and 6(1) of
the EEA. Conversely, failing or refusing to
reasonably
accommodate a person with a disability
would not achieve these
objectives.
An employer, as the bearer of a
positive duty
[114]
to promote equality by eliminating unfair
discrimination, is consequently also the bearer
of
another positive duty namely, to reasonably accommodate people with
disabilities.
Thus, a failure
to reasonably accommodate a person with disabilities would be unfair
discrimination.
[115]
This duty is reinforced by the definition of “
discrimination
on the bases of disability” under the CRPD.
[116]
Employers who
reasonably accommodate
persons with disabilities
to realise substantive equality
simultaneously enjoy protection against discrimination claims.
[117]
[83]
Of course, under the EEA “reasonable accommodation” is not
available to everyone.
Only members of “designated groups”
– namely, South Africans who are “black people, women and people
with disabilities”
– qualify.
[118]
As a person with a disability, the applicant qualifies for reasonable
accommodation. Whether a white male employee who
seeks
reasonable accommodation on the grounds of his religion, conscience,
belief, political opinion, culture or language will succeed,
is a
question for another day.
[84]
To
this raft of employment equity and
disability laws, the concept of ubuntu must be added.
The
applicant invited this Court to apply public policy and morality in
its search for a just and equitable remedy. Ubuntu
or
“humanness” which suffuses our constitutional order as a compass
to guide our humanity and morality
[119]
would
fortify reasonable accommodation as a moral
response to claims by people with disabilities.
This
Court adopted the principle of ubuntu as our humanitarian and moral
loadstar.
[120]
First recognised in
Makwanyane
,
this Court anticipated that ubuntu would infuse a cultural shift to
eliminate unfair discrimination and historical injustices
.
[121]
In
Port Elizabeth
Municipality
, this Court
applied ubuntu to navigate the competing claims of “grace and
compassion” and the “formal structures of the law”.
Port Elizabeth
Municipality
reminded us
when it applied ubuntu that:
“The inherited injustices at the macro level will inevitably make
it difficult for the courts to ensure immediate present-day equity
at
the micro level. The judiciary cannot of itself correct all the
systemic unfairness to be found in our society. Yet
it can at
least
soften
and minimise the degree of
injustice and inequity which . . . the weaker parties in conditions
of inequality of necessity entails
.”
[122]
[85]
Ubuntu finds application in employment contracts, which are
grounded in extreme good faith.
[123]
Our constitutional values require that there be negotiations
and that “they must be done reasonably, with a view to reaching
an
agreement and in good faith.”
[124]
Building on this evolution, ubuntu must apply with equal vigour to
stop unfair discrimination and welfarist responses to people
with
disabilities.
[125]
In
Kirland
,
this Court placed “
a higher duty on the
state to respect the law . . . and to tread respectfully when dealing
with rights”.
[126]
Ubuntu and the CRPD inform such a higher duty upon the state as
the preeminent employer of persons with disabilities.
[127]
[86]
Accommodating persons with disabilities is not about granting
gratuitous advantage or preference,
or – as some smugly say –
throwing largesse at a problem. In
Van Heerden
this
Court did not throw largesse at the 10% of the Members of Parliament
who, due to our apartheid history, would not have shared
on par the
financial attributes of the 90% of the long serving predominantly
white members.
[128]
Treating people with disabilities as problems is
abhorrent to a human rights culture and conscience.
Rather,
reasonable accommodation must be a genuine effort to remedy
disadvantage so as to enable equality of opportunity and
remuneration,
and parity of participation.
[129]
Employers as duty bearers must, in the ordinary
course, assess the ability of their workforce and make appropriate
adjustments. In
the case of persons with disabilities, they
should, in all earnestness, consult with that person in utmost good
faith to clarify
whether reasonable accommodation would be necessary
and, if so, what form that might take.
[130]
Reasonable accommodation in the workplace must be tailored to
an individual’s particular impairment as “an evolving
concept”.
[131]
[87]
When assessing reasonable accommodation, a
countervailing consideration would be the relative hardships for the
employer. Proportionality
must prevail between reasonable
accommodation on the one hand, and the extent of the hardship on the
other hand. Reasonableness
imports the notion of
proportionality into applying disability law.
[132]
Article 5 of the Council Directive of the European Union
[133]
introduced the concept of proportionality.
[134]
The CRPD qualifies the meaning of reasonable
accommodation by not imposing a disproportionate or undue burden on
the employer.
Similarly, the Canadian Charter of Rights
and Freedoms introduced the concept of undue hardship in 1998.
[135]
T
his Court categorically refused to adopt
“a
de minimis
cost” standard
followed
in the United States
,
[136]
and
preferred
a
proportionality
test “
that will depend intimately on the
facts”.
[137]
[88]
This case is distinguishable from other
cases in which an inherent requirement of a job prevailed. In
Imatu
, in
which diabetes was found not to impede the employee’s physical
fitness, reasonable accommodation did not arise.
[138]
In a case in which age is an inherent requirement of the job of, say,
a pilot, a similar raft of reasonable accommodation protections
supporting people with disabilities is not available for
discrimination based on age.
[139]
Insightfully, in this case
the
Labour Court
anticipated reasonable accommodation to be an exercise in
proportionality.
[140]
The balance to be struck is between what needs to be done to promote
equality, and to prevent, eliminate and prohibit unfair
discrimination, and what is doable. Given our historical and
constitutional intolerance for
unfair and
unjustified discrimination, what needs to be done requires “more
than mere negligible effort . . . to satisfy the duty
to
accommodate”.
[141]
Implementing reasonable accommodation to avoid discrimination
[89]
As stated above, the costs of reasonable
accommodation, along with the duty not to discriminate, rest on the
duty-bearer and not on
the persons with disabilities.
[142]
The burden of proving that conduct does not amount to unfair
discrimination rests on the respondent.
[143]
So does the burden of proving unjustifiable hardship.
[144]
The duty to reasonably accommodate also falls upon the
respondent.
[145]
If reasonable accommodation is not considered, or is considered to be
unduly hard to implement, the respondent bears the onus
of proving
that any ensuing discrimination is fair. These heavy burdens on
the respondent weigh on mediating the competing
rights of the
parties. They answer the question posed above thus:
The
defence of the inherent requirement of a job, and an employer’s
obligation to promote equality by taking reasonable accommodation
measures to eliminate discrimination are not mutually exclusive.
[90]
Additionally
,
the duty
to reasonably accommodate disability is a statutorily imposed legal
duty and not an optional act of charity, compassion and
welfare.
[146]
It cannot be that once an employer successfully raises the
defence of the inherent requirement of a job, its obligation to
eliminate
discrimination automatically ends. Consistent with
section 3 of the EEA and section 39(2) of the Constitution,
section 6(2)(b)
does not jettison the employer’s obligations
in sections 5 and 6(1).
[91]
The second judgment
interprets the Code to
mean that
reasonable accommodation applies
only if it would enable an employee to fulfil the inherent
requirements of
the
job. Otherwise, accommodation would be unreasonable, because it
would be asking the employer to employ a person who cannot
possibly
perform the inherent requirements of
that
job.
[147]
Such a narrow interpretation is inconsistent with
the Code’s exhortation that “[e]mployers
must
reasonably accommodate”.
In my view, “the aim of the
accommodation” is not about fulfilling “the essential functions
of
the
job” but “a” job.
In the
search for reasonable accommodation an employer is not limited to a
particular job. However, once a job is identified,
then
assessment, access and suitability for “
the
job” applies.
[148]
Grounding this interpretation are sections 2, 3, 5 and 6(1) of the
EEA supported by Convention 111, the Code, Article 27
of the
CRPD and Ubuntu.
[92]
The respondent made two significant concessions. First, the
respondent’s attorney
correctly conceded from the bar that, when
reasonable accommodation applies, it is not a once-off event but an
on-going engagement
with the employee. The second concession
was that sustaining an injury on duty
is relevant
to determining the duration of the employer’s duty to accommodate
an employee.
These concessions, together with the
respondent’s recognition that this is not the usual inherent
requirement of a job case,
go some way to acknowledging that
employees injured on duty must be accommodated more than other
employees with disabilities who
are injured elsewhere; and that the
respondent’s duty to accommodate a candidate for employment differs
from its duty to the applicant.
[149]
[93]
Reasonable accommodation is much more than a matter of
duration and enabling physical access to work. Rather,
reasonableness
is a proportionate response to accommodate
incapacities, enable capabilities and restore identity and dignity.
To maximise the potential of suitably qualified
people with disabilities, item 6.9 of the Code requires reasonable
accommodation to
include changing training and assessment materials
and systems, restructuring jobs so that nonessential functions
are reassigned,
and adjusting working conditions.
It
is common cause that the nature of the applicant’s disability is
such that no known technology or other forms of accommodation
enable
him to be an operational firefighter. What is unknown is
whether he could be accommodated in some other position, with
prospects for advancement, or promotion, for which physical fitness
is not an inherent requirement. His own efforts at advancing
himself were stillborn once his application for a bursary failed.
[94]
In
Pillay
, the difficult question was not whether
positive steps must be taken, but how far the state must go to
accommodate that applicant.
Unlike in
Pillay
, in this
case the respondent, another state organ, denies that it has a duty
to accommodate the applicant. In this instance,
disability law
reinforces the higher duty that rests on the respondent to reasonably
accommodate the applicant. Additionally,
the respondent is
responsible for the injuries that resulted in his permanent
disability.
[150]
Managing risks to the physical safety of its personnel ought to be a
key component of operating a firefighting service.
Not least,
because the failure of personnel to meet the fitness requirement
would relegate injured employees to performing non-operational
functions, or worse still, eventual dismissal for incapacity.
Either way, the livelihood implications for an injured employee
are
infinitely more devastating than for the respondent which would have
little difficulty in replacing him. Relegating the
applicant,
on account of his disability, to a position in which he has had no
prospect of advancement since 2013, must be deprecated
as “mere
negligible effort . . . to satisfy the duty to accommodate”.
[151]
[95]
The evidence proves that the applicant
relentlessly asserted, and the respondent understood his case to be
for advancement or promotion
as a firefighter. From his limited
lens through a peephole perspective as an employee, firefighting is
the job he knows and
for which he is most qualified. As
management, the respondent has an expansive bird’s eye view of the
jobs in the entire
City. No options for advancement or
promotion were canvassed in evidence even though this was an issue in
dispute.
To discharge its duty to accommodate the
applicant, the respondent cannot depend on the applicant applying for
positions.
Likewise, the applicant’s counsel obstructing
evidence about other lines of employment did not absolve the
respondent from proving
compliance with its statutory obligations.
Having adopted the stance that
the
inherent requirement of
the
job is an absolute defence against
all claims of discrimination,
the respondent led
no evidence to discharge its obligation to explore ways of
accommodating the applicant in other lines of employment.
Persisting,
as the respondent’s attorney did,
with the contention
that t
he applicant
could apply for any position other than firefighting would be
realistic only if he meets the inherent requirements for those
positions.
With no qualifications beyond firefighting, and no
training and reskilling, his prospects for senior positions in the
administration
and human resources are non-existent.
[96]
While there were negotiations that resulted in the transfer of the
applicant to his current
position, there is no evidence of further
negotiations to advance or promote the applicant. The applicant
is stagnating in
his current position, which at the time of the trial
in 2018, was for seven years. Work for the applicant, as for
any person
with disabilities, restores dignity, and is a safety net
against poverty. The applicant’s disability is no ordinary
injury
on duty prevalent in a high-risk service such as
firefighting. It is a disability arising from the respondent’s
disregard
for its own safety procedures. And the disability is
permanent. The injuries strip the applicant of some of his
dignity
as he is no longer the self-sufficient man he once was.
From being a physically strong, capable, firefighter and family man,
he now has to depend on others to lift weights as light as 10
kilograms. The respondent as the state, as the employer and as
the ultimate cause of the applicant’s disability, is triply obliged
to accommodate the applicant.
Notwithstanding
this litigation, and irrespective of how the applicant pleaded his
case, the principle of reasonable accommodation
imposes a positive
duty on the respondent to apply the Code to the applicant to explore
ways of accommodating him beyond his current
position.
Deflecting its obligations to advance the applicant by raising a
section 6(2)(b) defence is impermissible in the
circumstances.
[97]
Performing non-operational administrative
and educational work is a necessary function of the firefighting
services for which physical
fitness is dispensable. The
respondent submits that those performing non-operational functions
bear the title of firefighter
only notionally. They are not
firefighters. For the applicant, holding the title of
firefighter restores the identity
he lost through his disability.
Irrespective of what title the respondent chooses to assign to the
applicant, it is common
cause that the respondent has non-operational
functions that the applicant currently performs. The remedy
then must be for
the respondent to explore what positions the
applicant can hold and what accommodations can be made for him to
enhance his responsibilities
so that he has prospects for
advancement. If necessary, the respondent must facilitate
counselling, reskilling, retraining
and reassigning to the applicant
functions that he can perform. The respondent’s helicopter
view of what is doable should,
with creativity and imagination, craft
a career path that the applicant seeks.
[98]
Between May 2012 and January 2013, the hearings
that preceded his transfer were aimed at assessing the nature and
extent of his incapacity
and the options for either accommodating him
or terminating his services as a last resort. Dismissal for
incapacity was on
the respondent’s agenda from the outset.
Contrary the view expressed in the second judgment I am unconvinced
that the transfer
was intended to reasonably accommodate the
applicant. Fortifying my conviction is the respondent’s
disavowal – in its grounds
of appeal in the Labour Appeal Court and
in this Court – of any duty to reasonably accommodate the applicant
once it raises the
defence of the inherent requirement of a job
defence. Additionally,
the respondent knew that the
applicant had a permanent disability. Transferring him as a
firefighter to his current position
could not have been temporary
because his disability was permanent, unless the respondent planned
to dismiss him for incapacity to
meet the operational functions of
firefighter.
The respondent’s attitude
remains that neither compassion nor the EEA and its Code require it
to accommodate the applicant. This
is the wrong attitude.
Tellingly, the arbitrator observed, as I do, that the
respondent was not doing the applicant any favours
by accommodating
him without advancement. To deliver the goods, it is not
compassion that the applicant seeks but compliance
with the EEA and
its Code.
[99]
Although the applicant claimed compensation, he did not pursue that
in the courts below.
Nor did either party provide any clarity
to questions from this Court about compensation for the applicant’s
injury on duty from
any compensation fund or insurer. In this
claim for discrimination, the Court is required to assess the
applicant’s conditions
of employment against the law; whether he
received compensation for his injuries while on duty is irrelevant.
Additionally,
if the parties considered it relevant they would
have pleaded it. Certainly, if the respondent had successfully
facilitated
the applicant’s occupational injury claim, it would
have pleaded it, especially if it considered such compensation an
adequate
remedy for his disability. We do not know what the
status of any compensation claim is. However, we do know that
the
applicant did not have funds to pay for legal services, at least
initially. Any evidence about other forms of workers’
compensation
are irrelevant; work as dignity is priceless.
Conclusion
[100]
The
second judgment treats as irrelevant
the fact that the applicant sustained the injury that led to his
permanent disability while
at work. The singular question it
isolates for determination is whether the Policy discriminates
unfairly against the applicant.
In the view expressed in the
second judgment, the pleadings make out no other case. I
disagree.
[101]
However, assuming without agreeing that applicant’s
statement of case makes out no other case, not even one for unfair
discrimination,
the pre-trial minute served the purpose of adequately
informing the parties and the courts about what the issues were.
Helpfully,
it was the respondent that crystallised the issues in its
Notice of Appeal when it disavowed any obligation to reasonably
accommodate
the applicant because it raised the inherent requirement
of a job defence. In posing this substantive question,
commendably,
the respondent did not raise procedural, technical or
formalistic objections to the applicant’s pleadings. That the
respondent
and the courts below had a complete appreciation for the
applicant’s case is also manifest from both the pre-trial
conference minute
and the exchanges during cross-examination.
Consequently, the points of departure in the courts below revealed
nuances rather
than gaping disparities about the application of
reasonable accommodation.
The Labour Appeal
Court settled for the
obiter
remark that a reasonable accommodation policy must be designed
whereas the Labour Court recognised proportionality as the means to
prevent unfair discrimination, for which it robustly prescribed the
reconsideration remedy.
[102]
In
Holomisa
,
[152]
a case concerning discrimination on the grounds of marital
status,
five judges in the Supreme Court of
Appeal unanimously made short shrift of Mrs Holomisa’s claim,
saying that the constitutional
argument had to fail; it was raised
for the first time in the appeal and “
it
was not traversed at all in the pleadings
”.
[153]
Furthermore, Mrs Holomisa did not elect to convert her marital
regime and there was “no evidence” to suggest that she had
wished
to do so but was unable to. The Supreme Court of Appeal decided
that it could “not make a new contract for the parties
and [was]
thus obliged to enforce the terms of their marriage contract”.
Mrs Holomisa lost her appeal in the Supreme
Court of
Appeal.
[154]
However, notwithstanding deficiencies in the pleadings and
evidence, this Court unanimously granted a ‘“no-brainer”’
remedy to convert her marital regime to be in community of property.
This Court reasoned against sending Mrs Holomisa
off
“with a stone instead of bread”.
[155]
Far from resorting to
pity reasoning, this Court
recognised the reality of inequality, the urgency for social
transformation and the consequences of not
granting a remedy to
eliminate unfair discrimination.
Holomisa
set the precedent for eliminating discrimination on the grounds of
marital status.
[103]
Assuming again without agreeing that the applicant makes out
no other case but whether the Policy discriminates unfairly against
the
applicant, this case would be similar to
Holomisa
.
Like
Holomisa
, if deficiencies in the pleadings and the
evidence are put aside, this
case would whittle
to interpreting and applying legislation. In this instance
interpreting and applying sections 5, 6(1) and
6(2)(b) of the EEA
would be carved out as the crisp points of law for hearing this
dispute.
[104]
For a person with disabilities and limited
resources, to reach this Court in prosecuting his claim, is an
extraordinary achievement.
However, notwithstanding the
applicant’s efforts, he fails to produce pleadings of the kind
required by the majority of members
of this Court to find that he was
unfairly discriminated against. And if it was not clear before
now how poverty – and in
the applicant’s case, adequate and
timeous access to resources – coincides with disability to heap
harm upon harm, then depriving
the applicant of a substantive remedy
because his pleadings may not make out a case for unfair
discrimination is a clear demonstration.
[105]
In my view, the respondent’s refusal to
reasonably accommodate the applicant is discrimination. The
discrimination is direct,
unfair and automatic because it is on the
ground of disability. The onus to prove that the discrimination
on a specified ground
is not unfair rests on the respondent.
The inherent requirement of a job defence is justification for not
employing the applicant
as an operational firefighter. It is
not justification for refusing to reasonably accommodate the
applicant in non operational
functions with prospects for
advancement.
Consequently, the
respondent is in breach of sections 5 and 6(1) of the
EEA
in that its
refusal to reasonably
accommodate the applicant in a job, with prospects for advancement,
for which physical fitness is not required,
amounts to unfair and
unjustifiable discrimination of the applicant as a person with
disabilities.
[106]
Taking my cue from the points of departure
in the courts below, I find that the Labour Appeal Court should not
have limited itself
to an
obiter
remark that a policy must be designed to reasonably accommodate
people with disabilities. I would uphold the Labour Court’s
reconsideration remedy. A higher intolerance for discrimination
in all its forms is preferable to a reflexive retreat into
welfarism.
Costs
[107]
Ordinarily costs would not be awarded in a labour matter.
However, in this case, getting to this Court
was a financial struggle
after the applicant’s trade union withdrew its assistance.
Additionally, the applicant has endured
his current position, without
reasonable accommodation and advancement for almost 10 years, while
this litigation ran its course.
He funds this appeal personally
with no help from his trade
union.
Considering that the applicant is a person with disabilities, he
should be accommodated with a favourable costs order.
[108]
Had I commanded the majority, I would have granted leave, upheld the
appeal, and granted a reconsideration
remedy with costs.
Order
[109]
Had I held the majority, I would have made the following order:
1.
Leave to appeal is granted.
2.
The appeal is dismissed.
MAJIEDT J (Madlanga J,
Madondo AJ, Mhlantla J, Rogers AJ, Theron J, Tlaletsi AJ and
Tshiqi J concurring):
[110]
I have read the judgment penned by my
Sister, Pillay AJ (first judgment). It is elegantly crafted and
rightly infused with great
empathy and solicitude for the plight of
persons with disabilities, particularly in the workplace.
Regrettably, I find myself
unable to agree with the outcome and
the underlying reasoning in the first judgment. I agree
that leave to appeal must
be granted but take the view that the
appeal ought to be dismissed. At the outset, it is necessary to
caution against
ad misericordiam
(appeal to pity) reasoning that attempts to persuade solely by
evoking legally irrelevant feelings of sympathy. In this case,
that type of reasoning would have us fixate on the fact that the
applicant sustained the injury that led to his permanent disability
while at work. Yet, that fact is entirely irrelevant to the
legal question that is dispositive of this appeal, namely: does
the
Policy discriminate unfairly against the applicant?
[111]
Although it is tempting to have regard to
the circumstances surrounding the applicant’s injury, which are
emotionally compelling,
they are not logically connected to the
central issue in the case, namely the alleged unfair discrimination
brought about by the
Policy’s inherent requirement for the job of
senior firefighter. One understandably empathises with the
applicant’s unfortunate
plight and its cause, and of course, the
law must be responsive to social realities. It does not exist
in a vacuum. However,
the law must also balance various
interests, which may at times compete, and it must be applied
dispassionately and in a sustainable
fashion
[112]
The facts have been extensively narrated and I will add to or amplify
them only where necessary. It
bears repetition that the
respondent (City) was responsible for Mr Damons’ unfortunate
injury during the ill-conceived fire
drill. The subsequent
events and the ensuing litigation, which ultimately resulted in the
decision of the Labour Appeal Court,
have been elucidated in the
first judgment.
The Policy
[113]
As will become apparent, the Policy self-evidently plays a central
role in the adjudication of this dispute.
In its unequivocal
terms, the Policy applies to operational firefighters involved in
active duties. That was common cause between
the parties, as
captured in the pre-trial minute. A similar agreement regarding
the requirements for advancement from the rank
of firefighter to
senior firefighter was also recorded in the pre-trial minute,
including the requirement to “[s]uccessfully undergo
a practical
(physical) assessment”.
[114]
Therefore, there was consensus on the requirements for advancement to
the position of senior firefighter in
terms of the Policy. And,
significantly, it was recorded in the pre-trial minute that “[s]ince
the inception of the Policy,
no Firefighter has been advanced without
having successfully completed the practical assessment
referred to . . above”.
It was recorded
further that “Damons is unable to complete the practical assessment
due to his disability. He is also
unable to meet the alleged
inherent requirements of a Firefighter”. Lastly, it was
recorded that:
“Damons is unable to fulfil the normal operational duties
associated with being a firefighter due to his disability. There
is furthermore no prospect of him being rehabilitated from his
disability as it is permanent in nature. He is thus unable to
resume operational duty in the future.”
[115]
On the common cause facts, no post of
non-operational senior firefighter exists. The Policy applies
only to operational firefighters
and their advancement to the post of
senior firefighter. The respondent adduced the evidence of Mr
Ian Schnetler, the respondent’s
Chief Fire Officer. It was
clear from his uncontested evidence that the phenomenon of senior
firefighters in the non-operational
sphere was a historical anomaly,
and that the Policy was designed precisely to address this anomaly.
He explained that as a
result of the merger of different
municipalities into the City of Cape Town, the respondent had
inherited firefighters appointed
under different policies and
practices.
[116]
To ensure a single practice for the
appointment and advancement of firefighters, the respondent
introduced the Policy in 2009.
That purpose is recorded in the
Preamble to the Policy itself. That evidence was not disputed.
Mr Schnetler emphatically
stated that since the inception of
the Policy, no firefighter has been advanced that does not meet all
the requirements – evidence
in respect of which he was not
cross-examined. And, crucially, this last fact was part of the
common cause facts in the pre-trial
minute.
The
pleaded case
[117]
Pleadings fulfil an essential role in determining disputes in a court
of law. That much is axiomatic.
This is so, even in
matters relating to the exercise and protection of constitutional
rights. As the Supreme Court of
Appeal explained in
Fischer
:
“Turning then to the nature of civil litigation in our adversarial
system, it is for the parties, either in the pleadings or affidavits
(which serve the function of both pleadings and evidence), to set out
and define the nature of their dispute, and it is for the court
to
adjudicate upon those issues. That is so even where the dispute
involves an issue pertaining to the basic human rights guaranteed
by
our Constitution, for ‘(i)t is impermissible for a party to rely on
a constitutional complaint that was not pleaded.’
There are
cases where the parties may expand those issues by the way in which
they conduct the proceedings. There may also
be instances where
the court may
mero motu
raise a question of law that emerges
fully from the evidence and is necessary for the decision of the
case. That is subject
to the proviso that no prejudice will be
caused to any party by its being decided”.
[156]
[118]
The general rule is that this Court may not “decide a case
on the basis of its own issues that have not been raised by the
parties
in the papers” and that it “should not tell a litigant
what it should complain about”.
[157]
In
Garvas
, this Court expounded the role of pleadings:
“Holding parties to pleadings is not pedantry. It is an
integral part of the principle of legal certainty which is an element
of the rule of law, one of the values on which our Constitution is
founded. Every party contemplating a constitutional challenge
should know the requirements it needs to satisfy and every other
party likely to be affected by the relief sought must know precisely
the case it is expected to meet. Moreover, past decisions of
this Court have adopted this approach and in terms of the doctrine
of
judicial precedent we are bound to follow them unless we say they are
clearly wrong”.
[158]
[119]
The first judgment, in an understandable
and well-intentioned attempt
to right the wrong of Mr Damons’ injury, goes well beyond the
pleadings, to the prejudice of the respondent.
And the
observation made in the first judgment that if it was not clear
before now how poverty coincides with disability to heap
harm upon
harm, then depriving the applicant of a substantive remedy because
his pleadings do not make out a case for unfair discrimination
is a
clear demonstration, appears to be a retreat to pity reasoning.
It bears repetition that pleadings fulfil an essential
role in
litigation – they foster legal certitude, which is a central
element of the rule of law.
[120]
A close reading of the pleadings reveals that the central issue is
really very narrow. Mr Damons’
case is that the City had
discriminated against him unfairly by not waiving the requirement of
physical assessment in the Policy
and by failing to promote him in
terms of the Policy. It was pleaded thus in his statement of
case in the Labour Court:
“8 On 1 April 2009,
the City published an ‘Advancement Policy’ (the Policy)
for its
Fire and Rescue Service. The stated purpose of this Policy was
to apply ostensibly uniform criteria for the advancement
of
firefighters to the post of Senior firefighter. It noted that
inconsistencies in the advancement of firefighters had arisen
due to
the amalgamation of various municipal administrations into the
so-called Cape Town Unicity following the promulgation of the
Structures Act.
. . .
11.
Damons met all the
requirements for advancement
. .
. save that he was unable to
complete the physical assessment due to his disability.
12. Despite having applied for
advancement, and despite having requested that the City relax
the
physical assessment requirement, the City refused to do so. On
this basis, the City refused the application for advancement.
. . .
20.
The application of the
Policy to Damons discriminated, and continues to discriminate,
against him on the basis of the disability.
21. It is alleged that such
discrimination constitutes either direct discrimination, or
alternatively
indirect discrimination, inasmuch as the Policy is
ostensibly neutral yet has the effect of prejudicing all firefighters
with disabilities.
22. The aforesaid discrimination
is unfair, inter alia, because:
22.1 The requirement of a physical
assessment is not an inherent requirement for all employees wishing
to be advanced from the rank of firefighter to that of Senior
firefighter.
22.2 The City was obliged to continue
employing Damons in terms of his current duties, but at the rank
of
Senior firefighter.
22.3 The refusal to advance Damons is
contrary to the stated purpose of the Policy itself.
22.4 The application of the Policy to
Damons prohibits his further career advancement and his entitlement
to the benefits of employment within the City.
22.5 Damons is ultimately treated
differently to other employees employed as firefighters.
23. In the premises, the
application of the Policy to Damons constitutes unfair
discrimination,
such being prohibited by the [Employment Equity
Act].” (Emphasis added.)
[121]
Stripped of all its verbiage and reduced to its essence, the
applicant’s case is that it is unfair discrimination
for the
respondent to refuse to advance him to the post of senior
firefighter, and to refuse to waive the requirement of physical
fitness contained in the Policy. The applicant sought
advancement to the position of senior firefighter in terms of the
Policy.
He did not base his claim on any other policy or
legislation. In effect, he wanted to be promoted to the
position of senior
firefighter within the meaning of the Policy and
for the requirement of physical fitness to be waived.
[122]
The dispute to be adjudicated by the Labour Court was therefore
simply whether the respondent was guilty of
unfair discrimination by
refusing to promote the applicant to the position of senior
firefighter in terms of the Policy. This
much is obvious from
the relief the applicant sought in the Labour Court, namely:
“24.1 An order declaring the conduct of the City
to have amounted to unfair discrimination as contemplated by
section
6(1) of the [Employment Equity Act].
24.2 An order directing the City to
cease the aforesaid discrimination by withdrawing the application
of
the physical assessment requirement contained in the Policy to
persons with disabilities.
24.3 An order directing the City to
reconsider Damons’ advancement application in the light of [the]
order made in paragraph 24.2 above.
24.4 An order directing the City to pay
to Damons compensation, alternatively damages, in such an amount
as
is just and equitable.
24.5 Costs of suit.”
[123]
The case was emphatically never about the applicant’s possible
advancement in the non-operational sphere.
It solely concerned
his advancement in the operational sphere for firefighters engaged in
active duties. In that respect, the
Policy applies. That
much was common cause between the parties.
[124]
This notwithstanding, the first judgment appears
to suggest that the applicant’s case was that the respondent
had
failed to set up a policy for the advancement of non operational
firefighters. And the first judgment quotes a passage
from the
record to elucidate the point. The suggestion does not bear
scrutiny. It is necessary to repeat that the applicant’s
stated case, read with the common cause facts recorded in the
pre trial minute, was clearly based on the Policy. And the
Policy concerned advancement in the operational sphere. The
applicant sought relief in the Labour Court to the effect that
he was
entitled to advancement in terms of the Policy, in other words, that
admittedly the Policy did apply to him, but that it was
unfair
discrimination not to waive the requirement of physical fitness.
It is plain from the terms of the order he sought,
that his attack
against the Policy is a challenge against the physical fitness
requirement contained in the Policy on the basis that
it unfairly
discriminates against persons with disabilities.
[125]
In his pleadings, the applicant clearly envisaged that the respondent
should waive the requirement of physical
fitness for persons with
disabilities. Effectively, he seeks an order striking out the
all-encompassing requirement of physical
fitness. Properly
understood, the applicant wants the Policy requirement of physical
fitness to be waived in his case, in the
sense that he wants to be
advanced to the position of senior firefighter without having to meet
that requirement prescribed in the
Policy. In support of this,
he argues that the Policy unfairly discriminates against him to the
extent that it establishes
physical fitness as a requirement for
advancement. While mention may have been made of the
applicant’s discontent that his
injury has stunted his career
prospects generally, we cannot interpret the applicant’s pleadings
in the Labour Court and application
in this Court as seeking anything
other than advancement to the position of senior firefighter. Where
the applicant suggests,
for example, that the Policy discriminates
because it “makes no distinction between disabled and abled
firefighters”, his complaint
is that the requirement of physical
fitness should not be applied to persons with disabilities, which
implies that the absolute requirement
of physical fitness contained
in the Policy unfairly discriminates against those persons.
[126]
His complaint, as framed, is certainly not that the respondent has
not put in place a policy providing for
his advancement into a
non-operational position. The case was not about the
respondent’s supposed failure to set up some
other career path for
the applicant in a non-operational role. Not only does the
pleaded case not advance that case, as I have
demonstrated, but the
applicant himself disavowed it in his evidence.
[127] The dispute that was adjudicated by the
Labour Court accordingly turned exclusively on whether the respondent
was guilty of unfair discrimination by refusing to promote the
applicant to the position of senior firefighter in terms of the
Policy.
The respondent consequently sought to meet the
applicant’s case by relying primarily on the provisions contained
in section
6(2)(b) of the EEA.
[159]
The respondent’s pleaded case was that section
6(2)(b) constitutes an exception to the statutory duty not to
discriminate. For
the sake of completeness and emphasis, the
section provides that it is not unfair discrimination to exclude the
applicant from advancement
based on the inherent requirements for the
job of senior firefighter.
It pointed out in respect of
learner firefighters:
“The physical attributes re
quired for the
performance of tasks associated with specific key performance areas
in the post requires that the incumbent be physically
fit and able
bodied . . . be required to perform heavy lifting and strenuous
physical activities in confined areas and at elevated
temperatures
while wearing protective clothing and equipment weighing 25
kilograms.”
[160]
[128]
Self-evidently, these also apply to
firefighters seeking advancement to the post of senior firefighter,
perhaps even more so. There
are two essential requirements in
the Policy for advancement to the post of senior firefigher, first,
physical ability and fitness
and, second, the requirement of
continuous years of firefighting experience.
[129]
The respondent also pleaded that—
“
the Applicant’s prospects of advancement as a
firefighter to the position of senior firefighter is limited due to
the fact that
it is an inherent requirement of a firefighter and
senior firefighter to be physically fit and able.
This
does not however limit the Applicant’s prospects of advancement in
respect of any other line of employment within [the] Fire
&
Rescue Services or the Respondent generally
.”
(Emphasis added.)
[130]
It explained further that the applicant is—
“
unable to
advance as an unrehabilitated firefighter, but has prospects for
promotion in other supporting roles within the Fire and
Rescue
Services such as in the Command and Control Centre or disaster risk
management or an administrative post of the respondent
as a whole.”
[131]
Based on a conspectus of the pleadings, and
the basis on which this matter was litigated in the Labour Court, it
is crystal clear
that this case is about whether the physical fitness
requirement in the Policy and the City’s application of the Policy
to the
applicant constituted unfair discrimination, and no more.
[132]
Before going any further, it is necessary
to address the applicant’s reliance on the fact that he had
retained the designation of
“firefighter” after being transferred
to a non operational post following his injury, and thus
retained the right to advancement
under the Policy. He also
sought to rely on an alleged condition attached to his acceptance of
the offer to be transferred
to a non-operational post. That
condition was allegedly to the effect that his transfer to that post
would not prejudice his
prospects for future promotion. The
argument is ill-conceived and fails on several grounds. My
finding in this regard
is in line with that of the first judgment,
but I list all grounds hereunder for clarity and emphasis.
[133]
First, it is clear from the final outcome
of the incapacity enquiry that this “condition” was not
included. But even if
it were included, it could hardly have
been intended that the applicant would be free to advance and be
promoted to any position
he chose, irrespective of whether he could
meet the inherent requirements of the job. Secondly, while it
is true that the applicant
retained the title of firefighter, he was,
as the applicant’s counsel accepted, a “firefighter in name
only”. The alternative
positions to which the applicant was
transferred were in non-operational divisions, first in the Finance
and Billing Section and
then in the Fire and Life Safety Education
Section. These positions do not require him to do physically
demanding work.
[134]
Thirdly, in any event, the Policy applies
only to operational firefighters and, again, the applicant admitted
that he was non-operational.
This aspect has been extensively
addressed and nothing more need be said about it.
[135]
In all the circumstances, it could never
have been the intention of any party – or policy-maker – to
either withdraw the requirement
of physical ability and fitness in
the Policy or to create an exception to the Policy entitling the
applicant to advancement as an
operational firefighter. Such
circumstances include the permanent nature of the applicant’s
disability, the core functions
of a firefighter, the reasons for and
content of the Policy, the record of the incapacity proceedings and
the common cause facts
recorded in the pre-trial minute.
Is physical fitness
an inherent requirement of the job of a senior firefighter?
[136]
The principle that physical fitness is an inherent requirement
for the post of senior firefighter plays a crucial role in this
case.
Inherent requirements of the job refer to elements of a
job that are essential to its outcome and part of its core
activities.
In
TDF Network Africa
,
in dealing with whether a requirement is inherent or inescapable in
the performance of a job, it was held that—
“
the requirement must be rationally connected to
the performance of the job. This means that the requirement
should have been
adopted in a genuine and good faith belief that it
was necessary to the fulfilment of a legitimate work-related purpose
and must
be reasonably necessary to the accomplishment of that
purpose.”
[161]
[137]
The first judgment correctly finds that physical fitness is an
inherent requirement for the job of a senior
firefighter. It
regards this aspect of the case as uncontroversial. And it
correctly sets out the applicant’s concession
in this regard that
“[t]
he applicant
acknowledges
that
the Policy does not discriminate unfairly against employees on any
ground.
He accepts
that he
cannot be operational.
However, he argues
that in applying it, the respondent differentiates him from others
similarly situated”. Of course, at the
core of the
applicant’s case is that the Policy was not being applied
consistently, since others occupy posts as senior firefighters
without performing any physical tasks. The short answer to
this, correctly furnished by the first judgment, is that this is
a
historical anomaly as explained by Mr Schnetler in his uncontested
evidence. And, as stated, it was common cause that
since
the inception of the Policy, no firefighter has been advanced without
having successfully completed the practical assessment.
[138]
The reasoning in the first judgment in concluding that the
application of section 6(2)(b) of the EEA
to require a
firefighter to be physically fit to be operational is not unfair
discrimination, cannot be faulted. And it rightly
observes that
the Labour Court “correctly characterised the
inherent
requirement of the job as a complete defence to the claim of unfair
discrimination
”, and that the Labour Appeal Court also saw
the matter correctly.
[139]
Section 6(2)(b) provides a complete defence
to the applicant’s claim of unfair discrimination, which means
these findings of the
Labour Appeal Court are really the end of the
matter. Notwithstanding this trite principle of labour law, the
first judgment
invokes the principle of “reasonable accommodation”
to reach the conclusion that the applicant’s claim of unfair
discrimination
is good in law. I disagree.
Reasonable accommodation?
[140]
I believe that the first judgment’s approach to reasonable
accommodation is based on a misunderstanding
of the role of, and the
interplay between, reasonable accommodation in a position and the
inherent requirements of that job.
While Chapter II of the
EEA deals with the prohibition on unfair discrimination, Chapter III
contains the affirmative action
provisions. Included in the
affirmative action measures is the “reasonable accommodation for
people from designated groups
in order to ensure that they enjoy
equal opportunities and are equitably represented in the workforce of
a designated employer”.
[141]
The Code
endorses the principle that “employers must reasonably accommodate
the needs of persons with disabilities” and that “the
aim of the
accommodation is to reduce the impact of the impairment of the
person’s capacity to fulfil the essential functions of
the job”.
The Code lists various forms of reasonable accommodations that
are all aimed at enabling an employee with disabilities
to do the job
that they are employed to do. In other words, they are aimed at
placing the employee with disabilities on an
equal footing with
employees without disabilities as far as the operational requirements
and performance of the job are concerned.
The
obligation to reasonably accommodate thus applies if such reasonable
accommodation will make it possible for the employee to fulfil
the
inherent requirements of the job. Accommodation beyond this
would cease to be reasonable, because it would effectively
require an
employer to employ someone who cannot possibly perform the inherent
requirements of the job.
[142]
In this case, it is common cause that the
applicant cannot meet the inherent requirements of the job of a
senior firefighter.
It is also not contested that no amount of
reasonable accommodation will enable the applicant to meet the
inherent requirement of
physical fitness for a senior firefighter.
Section 6(2)(a) would not avail the applicant since, at most, it
would require the
respondent to reasonably accommodate him.
In
the present instance,
once the respondent has
successfully raised the defence that physical fitness is an inherent
requirement of the post of a senior firefighter,
the question of
reasonable accommodation falls away.
[143]
If the first judgment’s understanding of section 6(2) were to
prevail, employers would effectively be required
to reasonably
accommodate employees who cannot meet the inherent requirements of
the job to which they seek appointment. Or
worse, it would
place an obligation on employers to create new positions in order to
accommodate employees who did not meet the inherent
requirements of a
different job altogether. This is plainly incompatible with the
very nature and purpose of reasonable accommodation,
which is to
enable an employee with disabilities to perform in accordance with
the inherent requirements of the job.
[144]
In my view, the first judgment’s approach subverts the careful
balance which the EEA strikes between, on
the one hand, respecting
the legitimate operational prerogatives and needs of employers, and,
on the other hand, ensuring that employers
take steps to ensure
equitable access to the workplace. In the context of the
present matter, it ignores the role of the Compensation
for
Occupational Injuries and Diseases Act,
[162]
the legislation that is already in place for ameliorating the
consequences of workplace injuries. It further ignores the
existing
obligation on large employers, like the respondent, to put
in place affirmative action measures that would widen employment
opportunities
for disabled persons.
Undue hardship and
the significance of international law instruments
[145]
A further area of disagreement with the first judgment is its
detailed discussion of “undue hardship”.
While this concept
has been used in case law,
[163]
and is seen far more extensively in international case law, the EEA
does not deal with it at all. There is, therefore, no need
to
consider this aspect. It is similar to the approach to
“reasonable accommodation”. This case simply concerns a
section 6(1) claim of unfair discrimination and a successful section
6(2)(b) defence. That is the end of the matter as I see
it.
The rest of the discussion on the other aspects is superfluous and
obiter dictum
.
[146]
The wide-ranging discussion in the first judgment
on international instruments is useful and instructive, but it does
not assist in
answering the central question in this case. That
answer is found in the pleadings, the common cause facts, and the
section 6(2)(b)
defence. Like the first judgment, I would
uphold the respondent’s section 6(2)(b) defence to the
pleaded case. Where I part ways with my Sister, is her finding
for the applicant on his unfair discrimination claim on a basis which
was not pleaded at all, namely the employer’s failure to
set up a
policy for advancement for non operational firefighters.
This is not permissible, and it is made in the face
of the
applicant’s attorney preventing the respondent’s witness from
giving evidence on the opportunities that were available
to the
applicant in the non-operational sphere of the respondent’s Fire
and Rescue Services and elsewhere.
Conclusion
[147]
The respondent has, on the common cause facts, reasonably
accommodated the applicant, not in the post of a senior firefighter
to which
he seeks to be advanced, but in an alternative post, first
in
the Finance and Billing Section and then in the
Fire and Life Safety Education Section. The respondent was not
under any legal
obligation to do so by allowing him to work in the
Fire and Rescue Service’s operational section. He is excluded
from this
section as he cannot meet the inherent requirement of
physical fitness. This is a complete defence to a claim of
unfair discrimination.
[148]
Leave to appeal must be granted, but the appeal must fail with no
order as to costs.
Order
[149]
The following order is made:
1.
Leave to appeal is granted.
2.
The appeal is dismissed.
For the
Applicant: Z
Feni and D Kela instructed by Qhali Attorneys
For the
Respondent: B
Conradie instructed by Bradley Conradie Halton Cheadle
[1]
Item (t) of the Preamble to the
Convention on the
Rights of Persons with Disabilities, 13 December 2006 (CRPD).
[2]
Foreword to the
Code of Good Practice on
Employment of Persons with Disabilities, GN 1085
GG 39383
,
9 November 2015
(Code) as alluded to in
section 3(c)
of the
Employment Equity Act 55 of 1998
.
[3]
South African Municipal Workers Union obo Damons v City of Cape
Town
[2018] ZALCCT 9; (2018) 39 ILJ 1812 (LC) (Labour Court
judgment).
[4]
No 55 of 1998.
[5]
Imatu v City of Cape Town
2005 26 ILJ 1404 (LC) at para 28.
[6]
City of Cape Town v SA Municipal Workers Union obo Damons
[2020]
ZALAC 9
; (2020) 41 (ILJ) 1893 (LAC); (Labour Appeal Court judgment)
at para 14 citing
Imatu
.
[7]
Kennedy “Freedom and Constraint in Adjudication: A Critical
Phenomenology” (1986) 36
Journal of Legal Education
518 at
522-3.
[8]
Section 5
of the EEA.
[9]
South African Law Reform Commission (SALRC)
“Domestication of the United Nations Convention on the Rights of
Persons with Disabilities”
Issue Paper 39, Project 148
(Domestication of the CRPD) at xiv, where the models are briefly
discussed under the heading “
How to
Translate the CRPD into South African Law”
.
[10]
World Health Organisation “World Report on Disability” (2011) at
xxi.
[11]
In Article 1, the CRPD
identifies for its purpose “persons with disabilities” to
include “those who have long-term physical,
mental, intellectual
or sensory impairments which in interaction with various barriers
may hinder their full and effective participation
in society on an
equal basis with others”.
[12]
SAMWU obo A Damons v City of Cape Town
, SALGBC Arbitration
Award, 17 October 2014, at para 23 (arbitration award).
[13]
Id at para 24
.
[14]
Section 1
of the EEA defines “
[p]ersons with
disabilities” to mean people who have a long-term or recurring
physical or mental impairment which substantially
limits their
prospects of entry into, or advancement in, employment
.
[15]
99 of 1987.
[16]
These requirements include
(a) the recommendation of the Chief Fire Officer and
approval from the Director: Emergency Services; (b) four years
continuous firefighting
experience; (c) accredited firefighter 2 or
Southern African Emergency Services Institute (SAESI) Certificate;
(d) accredited Hazmat
Operations certificate; (e) Basic Ambulance
Service Certificate; (f) valid code C1 drivers licence with
Professional Driver’s
Permit (PrDP); (g) C1 Response Driver and
pump operator; and (h) successfully undergo a practical (physical)
assessment as per
Service Order section 6, No 2
.
[17]
The
legal issues were: (a)
whether the
advancement of an employee from a firefighter to senior firefighter
constitutes a promotion;
(b)
what purpose
is served by the advancement/promotion of an employee to the post of
senior firefighter;
(c)
whether the
inherent requirement of physical fitness for a firefighter precludes
the applicant’s advancement to the position of
senior firefighter;
(d)
whether the Policy constitutes
justifiable and fair discrimination in as much as it distinguishes
between persons on the basis of
an inherent requirement of a job;
and (e)
whether the application of the policy to
the applicant constitutes unfair direct, alternatively indirect,
discrimination as contemplated
by section
6
of
the EEA.
[18]
In relation to the promotion, the
following extract from the transcript becomes relevant:
“
Mr
Conradie [continued]: And what I’m saying to you is that you can
apply for it, you may not meet all the requirements, but the
fact
that you have a permanent disability does not mean that they won’t
allow you to apply for the position and be considered
for it, that’s
all I’m putting to you.
Applicant:
Okay, I would like to disagree and I would like to say this, if that
is the case that due to the disability I can go
that way then the
question is what prevents me from going this way with a disability,
why am I prevented here, from as per my going
to apply admin, human
resources with a disability, what is preventing me from going here
in the same direction where I am now for
five years with a
disability, where I am educated in and I’ve got qualifications,
those are the things that go to my mind and
that is why I would
disagree.”
[19]
Labour Court judgment above n 3
at para 20.
[20]
Id at
para 19.
[21]
Id at
para 45
.
[22]
Id at paras 20-1
.
[23]
Id at para 22.
[24]
Id at para
21.
[25]
Id at
para 17.
[26]
Id at para 23.
[27]
Labour Appeal Court judgment above n 6 at para 13.
[28]
Id at para 13.
[29]
Imatu
above n 5 at para 14.
[30]
Labour Appeal Court judgment above n 6 at para 14.
[31]
TDF Network Africa (Pty) Ltd v Faris
[2018] ZALAC 30
; (2019)
40 ILJ 326 (LAC)
(TDF Network Africa).
[32]
Id at para 37 and Labour Appeal Court judgment above n 6 at para 14.
[33]
South African Airways (Pty) Ltd v V
[2014] ZALAC 27
; (2014)
35 ILJ 2774 (LAC) (
SAA
).
[34]
Id at para 54.
[35]
Labour Appeal Court judgment above n 6 at para 16.
[36]
Id at para 17.
[37]
Id at para 18.
[38]
Id at para 18.
[39]
Id at paras 20-1.
[40]
Section 2(b) of the EEA.
[41]
Section 2(a) of the EEA.
[42]
Defined below.
[43]
4 of 2000.
[44]
MEC for Education, KwaZulu-Natal v Pillay
[2007] ZACC 21
;
2008 (1) SA 474
(CC);
2008 (2) BCLR 99
(CC) (
Pillay
).
[45]
Labour Appeal Court judgment n 6 at para 14
.
[46]
See in this regard
Standard Bank of South Africa v Commission for
Conciliation, Mediation and Arbitration
[2007] ZALC 98
; (2008)
29 ILJ 1239 (LC); [2008] at paras 66-7.
[47]
66 of 1995.
[48]
Explanatory Memorandum to the Employment Equity Bill GN 1840
GG
18481, 1 December 1997 (Explanatory Memorandum).
[49]
Convention 111 refers to the Discrimination (Employment and
Occupation) Convention, 25 June 1958 (Convention 111).
[50]
Explanatory Memorandum above n 47 at 9
states
that “the [Employment Equity] Bill will fulfil South Africa’s
obligations in terms of Convention 111, and is consistent
with other
international instruments such as the International Convention on
the Elimination of All Forms of Racial Discrimination
(1965); the
Convention on the Elimination of All Forms of Discrimination Against
Women (1979) and the United Nations Declaration
on the Rights of
Disabled Persons (1975)”.
[51]
Domestication of the CRPD above n 9
.
This Paper draws from a wide variety of sources, including western
countries and the Pan African Parliament.
[52]
Section 233 of the Constitution: “When interpreting any
legislation, every court must prefer any reasonable interpretation
of
the legislation that is consistent with international law over
any alternative interpretation that is inconsistent with
international
law.”
[53]
Dugard “International Law and the South African Constitution”
(1997) 8
European Journal of International Law
77 at 92.
[54]
Convention 111 above n 47 at Article 1.
[55]
Id at
Article 5(2) provides that
“other
special measures designed to meet the particular requirements of
persons who, for reasons such as sex, age,
disablement,
family responsibilities or social or cultural status, are generally
recognised to require special protection or assistance”.
[56]
Id at Article 1(2).
[57]
Id at Article 2.
[58]
Quinn et al
Human Rights and Disability - The Current Use and
Future Potential of United Nations Human Rights Instruments
(United Nations, Geneva 2002) at 1.
[59]
Quinn and Degener “The Moral Authority for Change:
Human Rights Values and the Worldwide Process of Disability Reform”
in Quinn
et al above n 59. Quinn and Degener led the review of
the gamut of United Nations standards on disability, which were
foundational
for the CRPD.
[60]
Items (m) of the
preamble to the CRPD.
[61]
Item (h) id
.
[62]
Item (e) id
.
[63]
Fredman
Discrimination
Law
(Oxford University Press, Oxford
2011) at 98.
[64]
Woolman
The
Selfless Constitution
:
Experimentalism and Flourishing as
Foundations of South Africa’s Basic Law
(Juta & Co Ltd, Cape Town 2013) at 56.
[65]
Nussbaum “Capabilities and Human Rights”
(1997) 66
Fordham
Law Review
273 at 277.
[66]
Id at 277.
[67]
Id.
[68]
Item (t) of the preamble to the CRPD.
[69]
Item (m) of the preamble to the CRPD.
[70]
Item (g) of the preamble to the CRPD.
[71]
Sen
Development as Freedom
(Knopf, New York 1999) at 5
.
[72]
Article 2 of the CRPD defines “[d]iscrimination on the basis of
disability” to mean any distinction, exclusion or restriction
on
the basis of disability which has the purpose or effect of impairing
or nullifying the recognition, enjoyment or exercise, on
an equal
basis with others, of all human rights and fundamental freedoms in
the political, economic, social, cultural, civil or
any other
field. It includes all forms of discrimination,
including
denial of reasonable accommodation
.
[73]
Article 2 of the CRPD defines “reasonable accommodation” to mean
“necessary and appropriate modification and adjustments
not
imposing a disproportionate or undue burden, where needed in a
particular case, to ensure to persons with disabilities the
enjoyment or exercise on an equal basis with others of all human
rights and fundamental freedoms.”
[74]
Article 27 of the CRPD considers disability in the context of work
and employment and provides as follows:
“1. States Parties
recognise the right of persons with disabilities to work, on an
equal basis with others; this includes the right to the opportunity
to gain a living by work freely chosen or accepted in a labour
market and work environment that is open, inclusive and accessible
to persons with disabilities. States Parties shall safeguard
and promote the realisation of the right to work, including for
those who acquire a disability during the course of employment,
by
taking appropriate steps, including through legislation, to, inter
alia:
(a) Prohibit
discrimination on the basis of disability with regard to all matters
concerning
all forms of employment, including conditions of
recruitment, hiring and employment, continuance of employment,
career advancement
and safe and healthy working conditions;
(b) Protect the rights of
persons with disabilities, on an equal basis with others, to
just
and favourable conditions of work, including equal opportunities and
equal remuneration for work of equal value, safe and
healthy working
conditions, including protection from harassment, and the redress of
grievances;
(c) Ensure that persons
with disabilities are able to exercise their labour and trade
union
rights on an equal basis with others;
(d) Enable persons with
disabilities to have effective access to general technical and
vocational guidance programmes, placement services and vocational
and continuing training;
(e) Promote employment
opportunities and career advancement for persons with disabilities
in the labour market, as well as assistance in finding, obtaining,
maintaining and returning to employment;
(f) Promote
opportunities for self-employment, entrepreneurship, the development
of cooperatives and starting one’s own business;
(g) Employ persons with
disabilities in the public sector;
(h) Promote the employment
of persons with disabilities in the private sector through
appropriate policies and measures, which may include affirmative
action programmes, incentives and other measures;
(i) Ensure that
reasonable accommodation is provided to persons with disabilities
in
the workplace;
(j) Promote the
acquisition by persons with disabilities of work experience in
the
open labour market;
(k) Promote vocational and
professional rehabilitation, job retention and return-to-work
programmes for persons with disabilities.
2. States Parties
shall ensure that persons with disabilities are not held in slavery
or in servitude, and are protected, on an equal basis with others,
from forced or compulsory labour.”
[75]
Article 27(1) of the CRPD.
[76]
Article 27(1)(d) of the CRPD.
[77]
Id at article 27(1)(e).
[78]
Article 27(1)(g) of the CRPD
.
[79]
Article 27(1)(i) of the CRPD
.
[80]
Lawson “Disability Law as an Academic Discipline: Towards Cohesion
and Mainstreaming?” (2020) 47
Journal of Law and Society
558
at 559.
[81]
Ngwena and Albertyn “Special Issue on Disability: Introduction”
(2014) 30
SAJHR
214.
[82]
United Nations Declaration on the Rights of Disabled Persons, 9
December 1975.
[83]
Explanatory Memorandum above n 46 at 9.
[84]
The Code above n 2 at item 1.
[85]
Id
at item 2.1
[86]
Id at item 2.4
.
[87]
Id at item 3.1.
[88]
Id at item 2.2
.
[89]
Id at item 3.1
. and 3.4.
[90]
Key aspects of the Code include the
following:
“
6.1
Employers
must
reasonably
accommodate the needs of persons with disabilities. The aim of
the accommodation is to
reduce
the impact of the impairment
of the person's capacity to fulfil the essential functions of
a
job
.
6.2 Employers
must assess
and adopt effective measures, both in terms of
cost and quality that is consistent with removing the barriers to
perform the job
and to enjoy
equal access to the benefits and
opportunities
of employment.
6.3
Reasonable accommodation requirement applies to applicants and
employees with disabilities
who are
suitably qualified for the
job
, which may be required—
. . .
(b)
in the
working environment
;
(c)
in the
way work is usually done, evaluated and rewarded;
and
(d) in the
benefits and privileges of employment.
. . .
6.7 The
particular accommodation will depend
on the individual
, the
degree and nature of impairment and its effect on the person, as
well as on the job and the working environment.
6.8
Reasonable accommodation may be temporary or permanent, depending on
the nature and
extent of the disability.
6.9
Reasonable accommodation includes but is not limited to—
. . .
(d)
changing
training and assessment
materials and systems;
(e)
restructuring jobs
so that
nonessential functions are
reassigned
[and]
(f)
adjusting working conditions
, including working time and
leave.
6.11 An employer may
evaluate work performance against the same standards as other
employees; however,
the nature of the disability . . . may require
an employer to
adapt
the way in which
performance is
measured
.
6.13 The employer need
not accommodate . . . an employee with a disability if this would
impose an
unjustifiable hardship
on the business of the
employer.
6.12 ‘Unjustifiable
hardship’ is action that requires
significant or considerable
difficulty or expense
. This involves considering, amongst
other things, the
effectiveness
of the accommodation and the
extent to which it would
seriously disrupt the operation of the
business.
6.13
An accommodation that imposes an unjustifiable hardship for one
employer at a
specific
time
may not be so
for another or for the same employer at a
different
time
.”
[91]
Section 6(1) states as follows:
“No
person may unfairly discriminate, directly or indirectly, against an
employee, in any employment policy or practice, on one
or more
grounds, including race, gender, sex, pregnancy, marital status,
family responsibility, ethnic or social origin, colour,
sexual
orientation, age, disability, religion, HIV status, conscience,
belief, political opinion, culture, language, birth or on
any other
arbitrary ground.”
[92]
Harksen v Lane N.O.
[1997]
ZACC 12
;
1998 (1) SA 300
(CC);
1997 (11) BCLR 1489
(CC) para 50.
[93]
Article 1(2) of the Convention 111 id states that “[a]ny
distinction, exclusion or preference in respect of a particular job
based on the inherent requirements thereof shall not be deemed to be
discrimination”.
[94]
Contrast with
Imatu
above
n 5
in which being free of diabetes was held not to be an
inherent physical fitness requirement for a firefighter; see also
Pharmaco Distribution (Pty) Ltd v EWN
(2017) 38 ILJ 2496 (LAC) in which submitting to
undergo a
specialist medical examination, including psychological evaluations
at the expense of the company by a medical practitioner
nominated
and appointed by the company was held not to be an inherent
requirement of a stressful job.
[95]
TDF Network Africa
above
n 31 at para 37 held
:
“
[T]he
requirement must be rationally connected to the performance of the
job. This means that the requirement should have
been adopted
in a genuine and good faith belief that it was necessary to the
fulfilment of a legitimate work-related purpose and
must be
reasonably necessary to the accomplishment of that purpose.”
See
also
Department of Correctional
Services v Police and Prisons Civil Rights Union
[2013]
ZASCA 40
;
2013 (4) SA 176
(SCA) at para 21. At para 23, the
Court held that
an inherent
requirement means “a permanent attribute or quality forming . . .
essential element . . . and an indispensable attribute
which must
relate in an inescapable way to the performing of a job”. In
Macdonald v London Health Sciences
Centre and St Lawrence College
2019 HRTO
1134
, the Human Rights Tribunal of Ontario held that reasonable
accommodation is a “
co-operative
and collaborative process”.
[96]
Imatu
above n 5 para 14.
[97]
Item 2 of the Policy. See also
Regulation
3(d) of the Regulations: Fire Brigade Reserve Force, GN 78
GG
15431 requires that a potential reservist must—
“in
the opinion of the chief fire officer, be mentally and physically
capable of performing fire service duties in general or
any or all
of the functions of a service as defined in section 1 of the [Fire
Brigade Services] Act”.
Although the Fire Brigade Services Act does
not prescribe employment conditions for members of the service, the
regulations do require
physical ability to be appointed as a
reservist.
[98]
Item 4 of the Policy.
[99]
Labour Appeal Court judgment above n 6 at para 18.
[100]
Section 1 of the EEA.
[101]
4 of 2000. I refer to the Equality Act purely for the purposes
of comparison. The Equality Act does not apply to persons
to
whom and to the extent to which the EEA applies.
[102]
Section 9(c) of the Equality Act states that—
“
[s]ubject
to section 6, no person may unfairly discriminate against any person
on the ground of disability including:
. . .
(c)
failing to eliminate obstacles that
unfairly limit or restrict persons with disabilities from enjoying
equal opportunities or failing
to take steps to reasonably
accommodate the needs of such persons.”
Consequently, references to
Pillay
above n 44 must be viewed
with the caution that it applies the Equality Act.
[103]
Section
39
of the Constitution
provides
that:
“
(1)
When interpreting the Bill of Rights, a court, tribunal or forum—
(a) must promote the values that underlie an open
and democratic society based
on human dignity, equality and freedom;
(b) must consider international law; and
(c) may consider foreign law.
(2) When
interpreting any legislation, and when developing the common law or
customary law, every court, tribunal or forum must
promote the
spirit, purport and objects of the Bill of Rights.”
[104]
See generally this Court’s approach to equality in
Harksen
above n 92 and
Prinsloo v Van der Linde
[1997] ZACC 5;
1997 (3) SA 1012 (CC); 1997 (6) BCLR 759 (CC).
[105]
Section 1 of the EEA.
[106]
Item (e) of the preamble
e to the
CRPD states:
“Recognising that
disability is an evolving concept and that disability results from
the interaction between persons with impairments
and attitudinal and
environmental barriers that hinders their full and effective
participation in society on an equal basis with
others.”
[107]
Article 27(1)(d) of the CRPD.
[108]
Article 27(1)(e) of the CRPD.
[109]
Pillay
above n 44 at para 71.
[110]
Nussbaum
above n 65 at 298.
[111]
Section 6(2)(a) states that “[e]very employer
must
take steps to promote equal opportunity in the workplace by
eliminating unfair discrimination in any employment policy or
practice.”
[112]
Pillay
above n 44 at paras 71-2.
[113]
Section 14(3) of the Equality Act:
“(a)
Whether the discrimination impairs or is likely to impair human
dignity;
(b)
the impact or likely impact of the discrimination on the
complainant;
(c) the position of the
complainant in society and whether he or she suffers from patterns
of disadvantage or belongs to a group that suffers from such
patterns of disadvantage;
(d)
the nature and extent of the discrimination;
(e)
whether the discrimination is systemic in nature;
(f)
whether the discrimination has a legitimate purpose;
(g)
whether and to what extent the discrimination achieves its purpose;
(h) whether there are less
restrictive and less disadvantageous means to achieve the
purpose;
(i) whether and to
what extent the respondent has taken such steps as being reasonable
in the circumstances to—
(i) address the
disadvantage which arises from or is related to one or more of
the
prohibited grounds; or
(ii)
accommodate diversity.”
[114]
On the issue of positive duties but in a different context
in
Daniels v Scribante
[2017] ZACC 13
;
2017 (4) SA 341
(CC);
2017 (8) BCLR 949
(CC),
Madlanga J wrote for the majority at paras 38-9:
“
This
positive / negative obligation argument needs to be confronted
head-
on. . . .
What is paramount includes:
what is the nature of the right; what is the history behind the
right; what does the right seek to achieve;
how best can that be
achieved; what is the ‘potential of invasion of that
right
. . .
and, would letting private persons off the
net not negate the essential content of the right? If, on
weighing up all the relevant
factors, we are led to the conclusion
that private persons are not only bound but must in fact bear a
positive obligation, we should
not shy away from imposing it;
section 8(2) does envisage that.”
[115]
Article 2 of the CRPD.
[116]
Article 2 of CRPD
defines
“[d]iscrimination on the basis of disability” to mean:
“any
distinction, exclusion or restriction on the basis of disability
which has the purpose or effect of impairing or nullifying
the
recognition, enjoyment or exercise, on an equal basis with others,
of all human rights and fundamental freedoms in the political,
economic, social, cultural, civil or any other field. It includes
all forms of discrimination,
including denial of reasonable
accommodation
.”
[117]
See generally this Court’s approach to equality in
Harksen
above n 92;
Prinsloo
above n 106;
Van Heerden
at para
30 and
SAPS v Solidarity obo Barnard
[2014] ZACC 23
;
2014 (6) SA 123
(CC);
2014 (10) BCLR 1195
(CC) at
para 35. Section 6(2)(a) insofar as reasonable accommodation
amounts to affirmative action; and section 9(2)
of the
Constitution: “Equality includes the full and equal enjoyment of
all rights and freedoms. To promote the achievement
of
equality, legislative and other measures designed to protect or
advance persons, or categories of persons, disadvantaged by
unfair
discrimination may be taken”.
[118]
Section 1 of the EEA.
[119]
Port Elizabeth Municipality v
Various Occupiers
[2004]
ZACC 7
;
2005 (1) SA 217
(CC);
2004 (12) BCLR 1268
(CC) at para 37
citing
S v
Makwanyane
[1995]
ZACC 3
;
1995 (3) SA 391
(CC); 1995 (6) BCLR (CC)
(Makwanyane)
at para 308.
[120]
Port Elizabeth Municipality
Id.
[121]
Makwanyane
above
n 119 at paras 223-7, 242, 250, 263 and 306.
[122]
Port Elizabeth Municipality
above n 119 at para 38.
[123]
Makate v Vodacom (Pty) Ltd
[2016]
ZACC 13
;
2016 (4) SA 121
(CC);
2016 (6) BCLR 709
(CC) at
paras 14 and 100.
[124]
Id at para 100 citing
Everfresh
Market Virginia (Pty) Ltd v Shoprite Checkers (Pty) Ltd
[2011]
ZACC 30
;
2012 (1) SA 256
(CC);
2012 (3) BCLR 219
(CC)
(Everfresh).
[125]
Port Elizabeth Municipality
above
n 119 at para 37.
[126]
MEC for Health, Eastern Cape v Kirland Investments (Pty) Ltd
[2014] ZACC 6
;
2014 (3) SA 481
(CC);
2014 (5) BCLR 547
(CC)
(
Kirland
) at para 82.
[127]
Article 27(1)(g) of the CRPD.
## [128]Minister
of Finance v Van Heerden[2004]
ZACC 3; 2004 (6) SA 121 (CC); 2004 (11) BCLR 1125 (CC) at
para 56(Van
Heerden).
[128]
Minister
of Finance v Van Heerden
[2004]
ZACC 3; 2004 (6) SA 121 (CC); 2004 (11) BCLR 1125 (CC) a
t
para 56
(Van
Heerden).
[129]
Ngwena “Interpreting Aspects of the Intersection Between
Disability, Discrimination and Equality” (2005) 16
Stell LR
3 at 5.
[130]
Item 6.2 of the Code. Also see White Paper on the Rights of
Persons with Disabilities, GN 230
GG
39792, 9 March 2016
(White Paper).
[131]
Item 6.2 of the Code and Domestication of the CRPD above n 1 at para
2.12.
[132]
Association for Mineworkers and Construction Union v Anglo Gold
Ashanti Limited
[2021] ZACC 42
; (2022) 43 ILJ 291 (CC);
2022 2
BLLR 115
(CC); at
para 88.
[133]
Council Directive of the European Union 2000/78/EC.
[134]
The European Court of Justice in
DW v Nobel Plastiques Ibérica
SA
C-397/18, EU:C:2019:703 at paras 65 and 74 takes the view
that—
“the
employer must take appropriate measures, i.e. effective and
practical measures to adapt the workplace to the disability,
for
example by adapting premises and equipment, patterns of working
time, the distribution of tasks or the provision of training
or
integration resources, without imposing a disproportionate burden on
the employer, taking account, in particular, of the financial
and
other costs entailed, the scale and financial resources of the
undertaking and the possibility of obtaining public funding
or any
other assistance”.
[135]
Under Canadian law, “reasonable accommodation” was interpreted
in
County of Brant v
OPSEU
(2013) ONSC 1955
, where it
was held, with reference to
Bowater Canadian Forest Products Inc.
v. Industrial Wood and Allied Workers Canada
, Local 2693
(Giardino Grievance), that the—
“employer ‘is not
entitled to require or expect a disabled employee to perform all the
normal functions of the regular job’
and ‘if necessary, and if
it is possible to do so without undue hardship, a disabled employee
must even be excused from an essential
function of the job’”.
In
accordance with section 17(2) of the Canadian Human Rights Code,
R.S.O. 1990, c. H.19, undue hardship would involve “considering
the cost, outside sources of funding, if any,
and health and safety requirements, if any”.
Ngwena
above n 129 at 559 states that undue hardship also includes the
disturbance of a collective agreement, whether reasonable
accommodation adversely affects the moral of the employees, the size
of the employer’s operation and the interchangeability of
the
facilities.
[136]
Pillay
above n 44 at para 76, referring to the United States
Supreme Court in
Trans World Airlines Inc v Hardison
432 US
63
(1977) at 84, and the Canadian Supreme Court in
Central
Okanagan School District No 23 v Renaud
1992 CanLII 81
(SC);
[1992] 2 SCR 970
(
Central Okanagan
) at 983g-985a.
[137]
Pillay
id at para 76
.
[138]
Imatu
above n 5
at para 106.
[139]
See Labour Appeal Court judgment
above n 6 at para 15 and
South
African Airways (Pty) Ltd v GJJVV
[2014]
8 BLLR 748
(LAC) at para 54.
[140]
Labour Court judgment above n 3 at para 46.
[141]
Pillay
above n 44 at para 76 citing
Central Okanagan
above
n 136 at 984.
[142]
Section 11 of the EEA. Item 6.2 of the Code
provides that “
employers
must
assess and adopt effective measures, both in terms of
cost
and quality that is consistent with removing the barriers to perform
the job and to enjoy equal access to the benefits and opportunities
of employment”.
[143]
Section 11 of the EEA.
[144]
For a definition of “unjustifiable hardship”, we
must look to item 6.12 and 6.13 of the Code:
“
Unjustifiable hardship is action that requires
significant or considerable difficulty or expense and that would
substantially harm
the viability of the enterprise. This
involves considering the effectiveness of the accommodation and the
extent to which
it would seriously disrupt the operation of the
business.
An accommodation that imposes an
unjustifiable hardship for one employer at a specific time may not
be so for another or for the
same employer at a different time.
”
[145]
Item 6.1 of the Code.
[146]
Definition of “reasonable accommodation” in
section 1 of the EEA, Article 2 of the CRPD and Item 6.1 of the
Code.
[147]
Second judgment at [68]:
“The obligation to
reasonably accommodate thus applies if that reasonable accommodation
will make it possible for the employee
to fulfil the inherent
requirements of the job. Accommodation beyond this would cease
to be reasonable, because it would
effectively require an employer
to employ someone who cannot possibly perform the inherent
requirements of the job.”
[148]
Code item 6.2 and 6.3. See above n 93 for the key
aspects of the Code.
[149]
JL v Rand Mutual Assurance,
unreported judgment of the High
Court of South Africa, Gauteng Local Division, Johannesburg, Case
number A3062/19 (25 October 2019.
[150]
Kirland
above n 126 at para 82.
[151]
Pillay
above n 44 at para 76, referring to the United States
Supreme Court in
Trans World Airlines Inc v Hardison
432 US
63
(1977) at 84, and the Canadian Supreme Court in
Central
Okanagan
above n 136
at
983g 985a.
[152]
Holomisa v Holomisa
[2018] ZACC 40
; 2018 JDR 1808 (CC); 2019
(2) BCLR 247 (CC).
[153]
Id at para 8.
[154]
Id.
[155]
Id at para 32.
[156]
Fischer v Ramahlele
[2014]
ZASCA 88
;
2014 (4) SA 614
(SCA) at para 13.
[157]
Mtokonya v Minister of Police
[2017] ZACC 33
;
2018 (5) SA 22
(CC);
2017 (11) BCLR 1443
(CC) at para 77.
[158]
South African Transport and Allied Workers Union v Garvas
[2012] ZACC 13
;
2013 (1) SA 83
(CC);
2012 (8) BCLR 840
(CC) (
Garvas
)
at para 114.
[159]
For the sake of completeness and emphasis, that section is repeated:
“(2)
It is not unfair discrimination to—
. . .
(b) distinguish, exclude
or prefer any person on the basis of an inherent requirement
of a
job.”
[160]
This emanates from
The Standard on
Comprehensive Occupational Medical Program for Fire Departments 2003
Edition of the USA National Fire Protection
Association
(NFPA
1582), which sets out the job tasks required of firefighters in Cape
Town.
[161]
TDF Network Africa
above
n 31 at para 37. See also
Department
of Correctional Services
above n 95
at
para 23, where an inherent requirement was explained as “
a
permanent attribute or quality forming . . . an essential element .
. . and an indispensable attribute which must relate in an
inescapable way to the performing of a job”.
[162]
130 of 1993.
[163]
Abel v Dialogue Group (Pty) Ltd
(2009) 30 ILJ 2167 (CCMA). It may be that
this concept is in fact an importation from Canadian law, where it
exists as “undue
hardship”. See for example: Canadian
Human Rights Act, 1985;
Canadian
Human
Rights Code, R.S.O. 1990, c. H.19
at section 17; and
County
of Brant
above n 135.
While this Court
may
consider
such foreign law, it is of course not binding.
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