Case Law[2023] ZAGPJHC 1213South Africa
Van Wyk and Others v Minister of Employment and Labour (2022-017842) [2023] ZAGPJHC 1213; [2024] 1 BLLR 93 (GJ); (2024) 45 ILJ 194 (GJ); 2024 (1) SA 545 (GJ) (25 October 2023)
Judgment
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# South Africa: South Gauteng High Court, Johannesburg
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## Van Wyk and Others v Minister of Employment and Labour (2022-017842) [2023] ZAGPJHC 1213; [2024] 1 BLLR 93 (GJ); (2024) 45 ILJ 194 (GJ); 2024 (1) SA 545 (GJ) (25 October 2023)
Van Wyk and Others v Minister of Employment and Labour (2022-017842) [2023] ZAGPJHC 1213; [2024] 1 BLLR 93 (GJ); (2024) 45 ILJ 194 (GJ); 2024 (1) SA 545 (GJ) (25 October 2023)
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sino date 25 October 2023
REPUBLIC
OF SOUTH AFRICA
IN
THE HIGH COURT OF SOUTH AFRICA GAUTENG DIVISION,
JOHANNESBURG
Case
no: 2022-017842
REPORTABLE
OF
INTEREST TO OTHER JUDGES
In
the matter between:
WERNER
VANWYK
First
Applicant
IKAVANWYK
Second
Applicant
SONKE GENDER
JUSTICE
Third
Applicant
COMMISSION FOR
GENDER EQUALITY
Fourth
Applicant
And
MINISTER OF
EMPLOYMENT AND LABOUR
Respondent
As Amici Curiae:
CENTRE FOR HUMAN
RIGHTS, UNIVERSITY OF PRETORIA
First
Amicus Curiae
SOLIDARITY CENTER,
SOUTH AFRICA
Second
Amicus Curiae
INTERNATIONAL
LAWYERS ASSISTING WORKERS NETWORK
Third
Amicus Curiae
LABOUR RESEARCH
SERVICE
Fourth
Amicus Curiae
NATIONAL
EMPLOYMENT' ASSOCIATION OF SOUTH AFRICA(NEASA)
Fifth
Amicus Curiae
SIYASANGA
NJAMBATWA
Sixth
Amicus Curiae
This
judgment has been delivered by uploading to the digital database of
the Gauteng Division
'of
the
High Court of South Africa on 25 October 2023 at 10h00 and by
delivery by email to the parties.
ORDER
(1)
It is declared that the provisions of sections 25, 25A, 25B and 25C
of the Basic Conditions of Employment Act no 75 of
1997 (BCEA), and
the corresponding provisions of the Unemployment Insurance Fund Act
no 63 of 2001 (UIF Act), sections 24, 26A,
27, 29A, are invalid by
reason of inconsistency with sections 9 and 10 of the Constitution,
to the extent that the provisions:
-
(a)
Unfairly discriminate between mothers and fathers;
(b)
Unfairly discriminate between one set of parents and another on the
basis of whether their children-
i.
Were born of the mother.
ii.
Were conceived by surrogacy.
iii.
Were adopted.
(2)
The declaration of invalidity is suspended for two years from the
date of this judgment to allow Parliament to cure the
defects.
(3)
Pending remedial legislation being enacted, the provisions shall be
read as set out below: -
(4)
In section 25(1), the provisions are deleted and substituted with:
'An
employee who is a single parent is entitled, and employees, who are a
pair of parents, are collectively entitled, to at least
four months'
consecutive months' parental leave, which, in the case of a pair of
parents, be taken in accordance with their election,
as follows:
(a)
One or other parent shall take the whole of the period, or
(b)
Each parent shall take turns at taking the leave.
(c)
Both employers must be notified prior to the date of birth in writing
of the election and if a shared arrangement is chosen,
the period or
periods to be taken by each of the parents must be stipulated'.
(5)
In section 25(2) the word 'employee' shall be substituted with the
word 'pregnant mother'
(6)
In section 25, wherever the word 'maternity' appears it shall, where
the context requires, be read as 'parental'.
(7)
Section 25A (1) is deleted and substituted with:
'An
employee who is a parent of a child is entitled to the leave
stipulated in section 25(1)'.
(8)
Section 25A (2)(a) is amplified by the addition after the word
'born'
:
'subject
to the provisions of section 25(2)'
(9)
Section 25B(1)(b) is deleted and substituted with: 'the leave
stipulated in section 25(1)'.
(10)
Section 25B (6) is deleted and substituted with:
'If
an adoption order is made in respect of two adoptive parents, they
shall each. be entitled to leave as stipulated in section
25(1)'
.
(11)
In Section 25C (1) the provisions are deleted and substituted with:
'An
employee who is a commissioning parent in a surrogate motherhood
agreement is entitled to leave as stipulated in section 25(1).'
(12)
Section 25C (6) is deleted and substituted with:
Where
there are two commissioning parents, they shall each be entitled to
leave as stipulated in section 25(1).
(13)
The provisions of sections 25 (7), 25A (5) and 25B (5) and 25C (5)
and the corresponding provisions in the UIF Act, sections
24, 26A,
27, 29A, shall be read to be consistent with changes effected by this
order and, accordingly, each parent who is a contributor,
as defined
in the UIF Act, shall be entitled to the benefits as prescribed
therein.
(14)
The costs of the first, second, third and fourth applicants,
including the costs of two counsel where so employed, shall
in
accordance with the
Biowatch
principle, be borne by the Minister
of Labour.
JUDGMENT
Sutherland
DJP:
Introduction
[1]
This
application is about allegations of unconstitutionality of sections
25, 25A, 258 and 25C in the Basic Conditions of Employment
Act
75 of 1997 (BCEA) which deal with maternity and parental leave.
[1]
The
BCEA is one of a suite of statutes that regulate employment and
labour relations. The font of the value choices in these statutes
lies, in particular, in sections 13, 18, 22 and 23 of the
Constitution which touch on employment. Section 9 of the Constitution
on the right to equality and section 10 of the Constitution on the
right to dignity, of course, pervade every aspect of life.
[2]
The present controversy is about whether these particular provisions
in the BCEA are unconstitutional because they unfairly discriminate
against persons in violation of section 9 or 10 of the constitution.
[2]
There are three sets of applicants. The first and second applicants
are Werner and lka Van Wyk, a married couple and parents
of a child.
The second applicant is Sanke Gender Justice whose role is public
advocacy in support of gender equality. The Third
applicant is the
Commission for Gender Equality (CGE), a Chapter 9 institution. The
sole respondent is the Minister of Labour who
is the custodian of the
BCEA.
[3]
In addition, there are 6 entities who joined as
amici
curiae.
Four of them, the Center for
Human Rights of the University of Pretoria, Solidarity Center South
Africa, International Lawyers Assisting
Workers Network and the
Labour Research Service advance a common argument in support of the
applicants' criticism of the BCEA.
A fifth
amicus,
is the National Employers
Association of South Africa (NEASA), who makes common cause with the
Minister of Labour in opposing the
criticism of the BCEA. The 6
th
amicus did not participate in the hearing.
[4]
The contested sections are in chapter 3 of the BCEA. This chapter
regulates the minimum leave that an employer must grant to
employees
in respect of several circumstances. The policy norm informing the
statutory regulation of leave is that employees should
be entitled to
time off work for a guaranteed minimum duration under specified
circumstances, a right which does not exist in terms
of the common
law. As such, this is a quality-of-life-policy choice. Accordingly,
the first basic benefit the BCEA creates is paid
annual leave,
stipulated in section 20 and 22. The second basic benefit, stipulated
in section 22, is a minimum duration of paid
leave to recover from
illness. Third, in section 27, provision is made for three days paid
family responsibility leave in every
leave cycle; plainly intended to
cater for a response to a family emergency.
[5]
A fourth category of leave relates to the relationship of the
employees qua parents to their children. This guaranteed period
of
leave dos not compel an employer to pay to employee. Sections 25,
25A, 25B, 25C, and 26 regulate the granting of such leave.
The most
recent amendments, ie, Sections 25A - 25C were introduced by Act 3 of
2018 and came into effect on 1 January 2020.
[6]
The cited provisions of the BCEA differentiate three categories of
child. A child born of a mother, a child born by surrogacy,
and an
adopted child.
[7]
A birth-mother's circumstances are dealt with in section 25 and
section 26. Section 26 addresses explicitly the physiological
dimension of pregnancy and of child nurture immediately post-birth. A
mother shall not be permitted to perform work hazardous to
her health
or that of the child during pregnancy and for 6 months after birth.
Section 25(3) forbids a mother working for 6 weeks
after the date of
birth unless a doctor or midwife approves thereof.
[8]
Section 25 goes on to provide for a total of 4 consecutive months'
maternity leave for a birth-mother, of which one month may
be taken
prior to the date of birth. In terms of section 25A (1) and 25A
(2)(a) a father is entitled to 10 days leave from date
of birth of
the child.
[9]
Section 258 deals with an adopted child
.
The recognition of leave for a parent in
this category is limited to a child who is not more than two years
old. The section recognises
both adoptive parents. It must be read
with section 25A. One parent is entitled to 10 consecutive weeks
leave and the other to
the 10 days leave alluded to in section 25A.
The parents exercise this election. Obviously, no provision is made
for physiological
recovery. The provisions are gender neutral and a
pair of same-sex parents is not distinguished from a heterosexual
pair. The period
of 10 weeks leave is 6 weeks less than that to which
a birth-mother is entitled, i.e. 16 weeks/ 4months.
[10]
The third category of child is one born via surrogacy. The leave is
guaranteed for the genetically linked parents, called
the
'commissioning
parents'
in the statute. The Section says nothing whatever about the surrogate
herself. Section 25C regulates this category of leave.
The
entitlements are identical to that provided for adoptive parents;
ergo, 10 weeks or 10 days.
[11]
The
guaranteed leave in Section 25A, 25B and 25C which is compulsory for
an employer to grant, as alluded to above, does not require
an
employer to pay any remuneration.
The
effect of the BCEA is that the employee has the time off work and has
job security upon return to work. In all three categories
the
employee on this type of leave may claim a financial benefit from the
Unemployment
Insurance
Fund in such sums as are determined by the Minister of Labour.
[3]
It
is commonplace for major employers to contract with employees to
grant leave to cater for new-borns. That phenomenon does not
bear on
the jurisprudential issues at stake in this case.
[12]
It is plain and uncontroversial that there is a differentiation made
between mothers and fathers and between a birth-mother
and other
mothers or parents.
[13]
The claims made and relief which is sought by the applicants, in
simple terms can be described thus:
(1)
Section 25(1) is unconstitutional because no valid grounds exist to
distinguish one parent-employee from another. Thus, both
parents
should be entitled to parental leave in equal measure and the failure
provide so is unfair discrimination and violates
the dignity of all
parents. Suggestions as to how equality and dignity might be achieved
varies: the Van Wyks' suggest that both
parents share the 4-months
leave according to their election; the Gender Commission and Sonke
Gender suggest both parents each
have an equal and contemporaneous
leave entitlement.
(2)
The differentiation in the duration of prescribed leave available to
each of the three classes of parents, i.e. a birth mother
and father;
adoptive parents and parents of a child born through surrogacy,
constitutes unfair discrimination and violates the
dignity of all
parents. It is contended that all categories should enjoy an equal
duration of leave.
(3)
Furthermore, the notion that the prescribed leave is available to
adoptive parents only in respect of a child of less than two
years of
age is challenged as irrational and as unfair discrimination.
[14]
The Minister argues that the present suite of benefits in the BCEA
compares favourably with other states' benefits more especially
if
appropriate jurisdictions are chosen to compare, that choice being
directed by having regard to countries which have socio-economic
profiles similar to that of South Africa.
[15]
Resistance by the Minister to the challenges to the BCEA is based on
the proposition that what is in the statute does not violate
any
constitutional guarantees. This is, in a limited sense, technically
true, because the true location of the criticism is
what
is not
in the BCEA, but such
distinction is unhelpful in conducting the analysis. Furthermore, the
Minister contends that the controversy
put before the court is not
suitable for judicial adjudication because it is intrinsically a
matter of social policy involving
resource-allocation which is
subject matter better left to Parliament to evaluate and make
choices. NEASA also opposes the relief
sought as supposedly bad for
business and shares the Minister's view that the controversy should
be left to Parliament to address.
Their views are addressed
discretely hereafter.
#
# The
approach to the adjudication of the challenge of unconstitutionality
The
approach to the adjudication of the challenge of unconstitutionality
[16]
The crux of the case is about unequal treatment of persons. The
approach to the resolution of a controversy about inequality
is that
set out in
Harksen v Lane
[1997] ZACC 12
;
1998 (1) SA
300
(CC) at para
[54]
per Goldstone
J:
[54]
.
... it may
be as well to tabulate the stages of enquiry which become necessary
where an attack is made on a provision in reliance
on s 8 of the
interim Constitution [section 9 of the final Constitution] They are:
(a)
Does the provision differentiate between people or categories of
people? If so,
does the
differentiation bear a rational connection to a
legitimate
government
purpose?
If
it does not, then there is a violation of s 8(1). Even if it does
bear a rational connection, it might nevertheless amount to
discrimination.
(b)
Does the differentiation amount to
unfair
discrimination?
This requires a
two-stage analysis:
(i)
Firstly, does the differentiation amount to 'discrimination'? If it
is on a specified ground, then discrimination will
have been
established. If it is not on a specified ground, then whether or not
there is discrimination will depend upon whether,
objectively, the
ground is based on attributes and characteristics which have the
potential to impair the fundamental human dignity
of persons as human
beings or to affect them adversely in a comparably serious manner.
(ii)
If the differentiation amounts to
'discrimination'
,
does
it
amount
to 'unfair discrimination'?
If it
has been found to have been on
a
specified
ground,
then
unfairness will be
presumed.
If on an unspecified ground, unfairness
will have to be established by the complainant. The test of
unfairness focuses primarily
on the impact of the discrimination on
the complainant and others in his or her situation.
If,
at the end of this stage of the enquiry, the differentiation is found
not to be unfair, then there will be no violation of s
8(2).
(c)
If the discrimination is found to be unfair then a determination will
have to be made as to whether the provision can
be
justified
under
the
limitations
clause
(s 33 of the interim
Constitution).'
(emphasis
added)
#
# Is
there unfair discrimination in the provisions?
Is
there unfair discrimination in the provisions?
[17]
That there is differentiation on grounds of gender requires no
further explication. There is also differentiation between categories
of parenthood. The controversy is therefore engaged at the second
stage of a
Harksen
enquiry:
is there discrimination
per se
and
if so, is it unfair.
[18]
It seems to me that identifying the physiological aspect of a
birth-mother's experience and treating a birth-mother discretely
and
differently is not discrimination as contemplated. The objective
facts about pregnancy and child-birth are self-evident and
that
experience is not shared by anyone other than another birth-mother.
However, that consideration is not truly significant in
this case
because the proper location of the controversial policy choices
evident in the BCEA is in respect of child-nurture, not
merely a
birth-mother's experience of pregnancy and child-birth per se and her
need for a physiological recovery period. In respect
of nurture, save
for breast-feeding, both parents are able to provide comprehensive
nurture to their child, and in this regard
it is not cogent to
contend that the BCEA does not discriminate on grounds of gender.
[19]
The
logic intrinsic in the controversial provisions
is
that one parent is a primary caregiver and the other is an ancillary
parent. Because the scheme of the BCEA is that birth-mother
is
par
excellence
the
primary caregiver, she therefore gets 4 months'
maternity
leave.
The ancillary father gets 10 days leave.
The
commissioning mother in respect of a surrogacy birth (ie the genetic
mother) who experiences no physiological trauma, gets 10
weeks leave;
6 weeks less than a birth-mother. The rationale for this difference
can only be a weighting for the absence of a need
for a physiological
recovery.
[4]
A similar mind-set
informs the leave period for the adoptive parent - construed
implicitly to be -typically- a 'mother', though
the provisions do
allow for a broader application to same-sex couples.
[20]
By
deconstructing the policy choices inherent in the scheme of the
sections, it can be inferred that the framers perspective of
the
family is that the relationship between the parents and their
respective relationships with their child are asymmetrical.
It
cannot be denied that such a dynamic is commonplace in society.
However, such a modality, if applied to the exclusion of other
modalities, does not allow space for the other modalities, which are
no less legitimate having regard to the egalitarian norms
espoused in
the Constitution.
Thus,
for a family in which an egalitarian dynamic prevails, and in which,
therefore, both parents are, in equal measure, according
to their
abilities, comprehensively engaged in the work of nurturing their
child, the statute affords no recognition and indeed
facilitates a
disruption to the social dynamic which prevails in that family.
[5]
[21]
True enough, it must indeed be borne in mind that the BCEA is a
statute which addresses minimum benefits in relation to employment
and is not an instrument to regulate family life or prescribe norms
by which free people should organise their family life. The
state
does nevertheless intervene in that realm but does so in other
statutes, of which the
Childrens' Act 38 of 2005
is of foremost
importance in relation to the controversy in this case. Nonetheless,
the BCEA must find application in a way that
is in harmony with the
Childrens' Act no less
than with the Constitution.
[22]
Chapter 15 of the
Childrens' Act deals
with adoption.
Section 229
states that the purpose of adoption is to 'protect and nurture
children by providing a safe healthy environment with positive
support and promote the goals of permanency planning by connecting
children to other safe and nurturing family relationships intended
to
last a lifetime'. It must follow that
section 258
of the BCEA was
enacted to facilitate the achievement of these goals. The
Childrens'
Act does
not address the practical conditions under which a child who
is adopted must be 'received' by the adoptive parents and the process
of establishing a bond between the child and both adoptive parents be
accomplished. Chapter 19 of the
Childrens' Act regulates
surrogate
motherhood. Obviously, save for the experience of an actual
pregnancy, the position of the commissioning mother and father
are
indistinguishable from a birth-mother and father. Chapter 3 of the
Childrens' Act deals
with parental 'responsibilities and rights.'
These apply to all three categories of child as identified in the
BCEA. The provisions
of this chapter stipulate, as a norm, equal
duties and rights by each parent. Married partners are addressed in
sections 19
and
20
in those express terms. The circumstances of
unmarried parents give rise, in
sections 20
and
21
, to differential
treatment of the father, to cater for potential fluid relationships
between father and mother and the de facto
intimacy or remoteness of
the father's involvement with the mother and with the child. This
variable does not intrude on the jurisprudential
issues at stake.
[23]
Upon the premise that the leave entitlements, and duration of the
leave, are provided for the purpose of the nurture of a baby
or
toddler, not merely to allow a literal physiological recovery from
giving birth, it seems plain that the distinctions made in
the BCEA
are at odds with the objectives of sections 9 and 10 of the
Constitution and also at odds with the norms inherent in the
Childrens' Act.
[24]
The
first irrationality is the provision for a 10 - week period of leave
for commissioning and adoptive 'mothers' rather than a
16 - week
period of leave provided for a birth-mother.
Axiomatically
during
the 6 weeks after birth during which a birth-mother may not work
except under certain prescribed conditions and during which
she is
recovering physically,
she
is nevertheless
nurturing
her child in parallel.
Why
dock 6 weeks off the period available to commissioning and adoptive
mothers because they did not experience physical child-birth?
What
impelling rationale could inform the need for the distinction to be
made?
[6]
No honourable
explanation comes to mind and no legitimate governmental objective is
discernible. In my view, the discrimination
is unfair. Mothers in all
three categories of child identified in this judgment ought to be
entitled to the same period of leave
for the purpose
of
child nurture if inequality, as proscribed by section 9 of the
Constitution, is to be avoided.
[25]
The second aspect of note is whether distinguishing fathers and
mothers in relation to child-nurture is unfair discrimination
as
regards the duration of leave entitlements. The practical question is
about an
opportunity
for
a father to participate in child-nurture at the critical early stage
of childhood. The delinquent-father problem is not a relevant
factor
in deciding this question, albeit that the fact that a father always
has the option not to be an involved parent may require
separate
attention by the legislature. The 'opportunity premise' requires
further explication.
[26]
To
accord a paltry 10 days' leave to a father speaks to a mind-set that
regards the father's involvement in early-parenting as marginal.
In
my view this is
per
se
offensive
to the norms of the Constitution in that it impairs a father's
dignity. Long standing cultural norms which exalt motherhood
are not
a legitimate platform for a cantilever to distinguish mothers' and
fathers' roles.
[7]
[27]
A
major argument advanced to criticise this provision is that it is
unfair on the mother to be deemed and doomed to be the principal
caregiver and the 'burden' of child care should be equally shared
with the father.
Parenting
is sui generis and undoubtedly onerous, involving actual work,
resilience in the face of exasperation, anxiety, unrelenting
close
attention to the new-born, extreme exhaustion, sacrifice of sleep and
sacrifice of the pursuit of other interests. A father
who chooses to
share in this experience for his own well being, no less than
that of his children and of their mother, can
indeed complain that
the absence of equal recognition in the BCEA is unfair
discrimination. A mother can on the same premise rightly
complain
that to assign her role as the primary care-giver who should bear the
rigours of parenthood single-handed, is a choice
that she and the
father should make, not the legislature, and in denying the parents
the right to choose for themselves impairs
her dignity.
[8]
[28]
The example of the Van Wyk family is an illustration of this very
denial. Mr Van Wyk is a salaried employee. Mrs Van Wyk is
in business
for her own account. They preferred that Mrs Van Wyk return to trade
as soon as possible because the business might
fail were she not to
be active. In turn, Mr Van Wyk would be the primary care-giver during
the early infancy of their child
.
Obviously, no question of maternity
leave arose for Mrs Van Wyk. Mr Van Wyk was ineligible for any more
than 10 days' paternity
leave. What he did do was to take extended
leave, partly unpaid, from his employer by means of an ad hoc
arrangement. He was not
entitled to any UIF pay-out. This outcome
triggers a violation of section 9 of the Constitution. The value of
this example is to
illustrate that their family model is not catered
for by the BCEA. No sound reason exists for it not to do so. Indeed,
the Van
Wyk family dynamic is wholly consistent with norms that the
Constitution exalts.
# The
two-year age-cap for adopted children
The
two-year age-cap for adopted children
[29]
What
informs the cap of two years of age for an entitlement to guaranteed
leave in respect of an adopted child?
Prima
facie, it suggests an intention to stipulate an equivalence between
the adopted child and the babies that birth mothers
and
commissioning mothers would be nurturing during this period of leave;
i.e. the guaranteed
leave
is intended to be only for
early
child-care.
This equivalence is itself not irrational; it cannot be argued that a
policy invented to cater for new-barns, when extended,
sticks to that
initial premise of early child care. However, it is appropriate to
ask whether it is a sound policy, in the sense
that it is in harmony
with the norms of the chapter on adoption in the
Childrens' Act? By
way of a blunt example, must one infer that a two-year old can be
packed off to day-care and is, thus, a child who is outside the
scope
of the benefit contemplated?
On
this, I suspect reasonable people may differ. An older child is
usually engaged
in
a wider range of activity which does not require a parent's full-time
presence.
In
that context, what perspective might one take of the bonding process
that is needed between newly adoptive parents and the newly
adopted
child, regardless of the age of the child at the time of the
adoption?
Probably,
as was argued, the older the child is when adopted, the more likely
an intense immediate bonding experience is essential.
[9]
Can it however be said, for that reason, that an employment benefit
aimed only at nurture of an adopted toddler is unfair discrimination?
In my view, one cannot go that far.
Even
were one to be of the view that an older child would benefit to an
important degree from such presence of the adoptive parents,
it does
not in my view necessarily follow that the absence of what is a good
idea demonstrates unfair discrimination. The BCEA
is not the
appropriate statute to regulate bonding experiences
per
se.
If
it is deemed appropriate to closely regulate the bonding process
between adoptive parents and an adopted child, that matter must
be
addressed elsewhere, perhaps in amendments to the
Childrens' Act.
Accordingly
, in my view, the two-year cap is not out of kilter with
the scope of the intended benefit and does not trigger a cogent
complaint
of unfair discrimination.
# Literature
Literature
[30]
Substantial volumes of literature were provided to me of a
comparative law nature. What the literature shows is that around
the
world many countries have recognised that both parents should enjoy
equal opportunities to engage in early child nurture. No
country
which has provided such employment benefits has done so other than by
way of statute. It is notable that the current BCEA
regime on
parental leave is not
per se
in
violation of any international instrument, whether or not South
Africa has pledged adherence thereto.
[31]
To
traverse the volume of material would be unrewarding and superfluous.
I allude to some of the material which illustrates the
trends
internationally.
In
Clause 10 of International Labour Organization Recommendation(ILO)
191 (2000) it is contemplated
that
leave be available to fathers and adoptive parents despite the
recommendation dealing otherwise, entirely with a birthmother's
circumstances.
[10]
Clause 10
(5) calls specifically for leave for both adoptive parents. The BCEA
complies broadly, but unequally
.
[32]
In the Convention on the Elimination of all Forms of Discrimination
against Women (1981), to which South Africa acceded in
1993, article
5 provides:
'States
Parties shall take all appropriate measures:
(a)
To modify the social and cultural patterns of conduct of men and
women, with a view to achieving the elimination of prejudices
and
customary and all other practices which are based on the idea of the
inferiority or the superiority of either of the sexes
or on
stereotyped roles for men and women;
(b)
To ensure that family education includes a proper understanding of
maternit
y
as a social function and the
reco
g
nition
of the common
res
p
onsibilit
y
of men and women in the
u
p
brin
g
in
g
and develo
p
ment
of
their
children
,
it
being understood that the interest of the children is the primordial
consideration in all cases'.
(Emphasis
added)
[33]
There are many examples where other countries prescribe more generous
periods of leave. However, it is no part of this case
that the court
is called upon to address more than the question of an inequality of
the duration of leave for each class of parent
and for fathers and
mothers or same-sex partners. The helpfulness of this literature is
in the ubiquitous recognition of parents
qua
parents rather than a strict
delineation between fathers and mothers, a norm wholly in line with
the International instruments and
with our Constitution.
# The
basis of opposition to the declaration of unconstitutionality
The
basis of opposition to the declaration of unconstitutionality
[33]
I turn to deal specifically with the main perspectives articulated by
the Minister and by NEASA. They are, in my view, unconvincing.
# The
Minister
The
Minister
[34]
The
first aspect of significance is the absence of any evidence produced
by the Minister. This is a pity because the themes addressed
in the
Minister's affidavit are, in certain respects, premised on
assumptions bereft of substantiation. The absence of relevant
evidence impoverishes the arguments.
[11]
[35]
Among
the contentions advanced is the suggestion that the very fact that
Parliament has recently examined the BCEA and has enacted
the
provisions now being criticised should be given substantial weight.
The amendments were the fruits of a process of consultation
under the
auspices of NEDLAC.
[12]
The
implication is that the policy makers have applied their minds to
these issues and the BCEA, as amended, reflects a recently
achieved
societal consensus among the law-makers and stakeholders. Because the
provision by statute of benefits to employees implicates
policy
choices about resource allocation the contention is that criticisms
and amendments about an employment statute ought to
be processed
through NEDLAC before approaching
a
court. It is not however.contended that this court lacks jurisdiction
to entertain the application, but rather that in being circumspect
about declaring a statute in violation of the constitution, this is a
factor that ought to dissuade the court from dealing with
the issues.
Paradoxically, it is then also contended that the application is an
abuse.
[13]
Plainly, there is
no legal principle to draw upon which compels a person who challenges
an employment law as unconstitutional to
first exhaust the prospects
of winning support in NEDLAC.
[36]
The second proposition is a subtle shift from the first, ie that the
issue is unsuitable for judicial scrutiny because dealing
with it
risks trespassing into the realm reserved for the legislature. This
is a contention that warrants serious examination.
As a general rule,
issues that implicate resource allocation are rarely appropriate for
judicial intervention because judges do
not govern the country. But
in this case, is that a genuine risk? There seems to be two aspects
to consider.
[37]
First, if a law is unconstitutional the harm exists immediately. It
must be declared so. A court does not walk away from that
conclusion
if it is justified jurisprudentially. This proposition is not
controversial.
[38]
Second, there is an obvious direct financial impact on the UIF. It
can be speculated that the number of people eligible for
UIF benefits
will multiply. However, this outcome can be managed by the Minister
within the existing laws. The Government can choose
to keep the same
amount of funding budgeted for the UIF and reduce the benefits to
stay within budget. Equal treatment to everyone
as required for
Constitutional Compliance can be achieved. If the choice is made to
increase levies to fund the greater demand
for benefits this does
indeed mean larger contributions by employers. Thus, it is contended
that ultimately, the additional benefits
of leave have a negative
effect on the economy by diverting the resources of Business.
Unhappily, the Minister has evaded sharing
with the court what the
effect might be. Most obviously to run with this type of thesis it is
necessary to know how many maternity
beneficiaries there are in any
year, how many employers have paid maternity benefits, how many
employers grant paid paternity benefits,
and what proportion of the
labour force is covered by these contracts as contributors to the
UIF. None of this data has been placed
before the court.
[39]
However,
even if there is certainty that the State would bear greater costs to
eliminate unfair discrimination, and would have to
impose additional
UIF levies on the employer segment of the nation to do so, that risk
has not in the past been a reason not to
make the declaration
of
unconstitutionality. A distinction must be maintained between the
exposure to increased costs the state experiences in this type
of
case from the circumstances
where
qualitative
choices have to be made about allocation of public resources which
are axiomatically unsuitable for judicial intervention.
[14]
No qualitative choices are at stake in this controversy. There is no
disregard for the separation of powers.
[40)
The proposition is advanced that the application is 'not procedurally
justified and negates the realities of South African
society and
culture and economic realities.' What can this mean? The contention
is fleshed out by the suggestion that the legislature
should not
'attempt to engineer cultural and societal changes in the family
structures'. The 'free services' of mothers and the
'roles of
fathers' ought not to be interfered with. No more motivation is
provided. Perhaps the less said about this mind-set is
best. It
suffices to say that the subordination of women as family-servants
and commodities, however widespread such attitudes
may be among many
inhabitants of the country, is in no degree consistent with the norms
of the Constitution. The reach of the Constitution,
in its most
modest aspirations, requires social equality between men and women
and is uncompromising in actualising that as the
status
quo
for everyone.
# NEASA
NEASA
[41]
NEASA's perspective is wholly in lock-step with that of the Minister.
Three themes are notable.
[42]
The first theme is a defence of the absence of evidence and a
contention that the applicants owed the court the evidence. In
this
NEASA is mistaken. To this suggestion, it adds the results of an
opinion survey of its members to illustrate hostility. Such
opinions
are of no value and in any event without
evidence
of whether NEASA speaks for 1% or 75% of employers' the survey is
meaningless.
[43]
Second, again premised on, presumably, the opinions of its membership
it advances the contention that wider statutory benefits
shall
discourage employers from agreeing to pay voluntary pregnancy leave
payments. By voluntary, I infer it is meant the additional
benefits
resulting from collective bargaining rather than from motives of
charity. It is unclear whether the overall burden on
employers of the
probable additional statutory levies would not be offset by there
being no need to collectively bargain over such
benefits. No data on
the extent to which employers already contract to pay for maternity
leave or parental leave was adduced
.
[44]
Third, is the caution about the abuse of the system by wily fathers.
No more need to be said about that issue which is a red
herring.
# Conclusions
and Remedy
Conclusions
and Remedy
[45]
It follows that the declaratory orders sought by the applicants are
well founded. The Sections in the BCEA do offend sections
9 and 10 of
the Constitution. Parliament must get to work to eliminate the
inequalities.
[46]
What is appropriate to address the circumstances of the interim
period until that is accomplished? Plainly, Parliament shall
have to
make substantive changes and a range of options exist in how to
eliminate inequality. The suggested interim orders suggested
by the
various applicants differ in line with the different relief sought by
them.
[47]
In my view the appropriate immediate means by which to remove
inequality, in the interim period, is the proposal advanced on
behalf
of the Van Wyks; i.e.
all parents of
whatever stripe, enjoy 4 consecutive months' parental leave,
collectively. In other words, each pair of parents of
a qualifying
child shall share the 4 months leave as they elect.
Costs
[48]
It
has been submitted that the
Biowatch
principle
apply to the costs order and that the applicants should get their
costs. I agree.
[15]
The
Order
[49]
For these reasons, the order is made as set out above.
Roland
Sutherland
Deputy
Judge President,
Gauteng
Division of the High Court of South Africa, Johannesburg
Heard:
23 August 2023
Judgment:
25 October 2023
A
pp
earances
:
First
and second Applicants:
Adv
N. Rajab-Budlender SC,
With
her, Adv L. Minnie
Instructed
by
Webber
Wentzel.
Third
Applicant:
Adv
M Letzler,
Instructed
by
Dentons.
Fourth
Applicant:
Adv
H Barnes SC,
With
her Adv M Rasivhetshele and Adv K Ramela
(Heads
of Argument Barnes SC, Adv E Broster and Adv A Abdool Karim)
Instructed
by
Norton
Rose Fulbright South Africa Inc.
Respondent:
Adv
SJ Coetzee SC,
With
him, Adv J Langa
Instructed
by
The
State Attorney
.
First
to Fourth Amici:
Adv
J Bhima,
Instructed
by
Lawyers
for Human Rights.
Fifth
Amicus
Attorney
P Wassenaar of Kriek Wassenaar and Venter
.
Sixth
Amicus
(No
Appearance)
[1]
The relevant portions of the provisions of the BCEA are: 25
Maternity leave
(1)
An employee is entitled to at least four consecutive months'
maternity leave.
(2)
An employee may commence maternity leave-
(a)
at any time from four weeks before the expected date of
birth, unless otherwise agreed; or
(b)
on a date from which a medical practitioner or a midwife
certifies that it is necessary for the employee's health or that of
her
unborn child.
(3)
No employee may work for six weeks after the birth of her
child, unless a medical practitioner or midwife certifies that she
is
fit to do so.
(4)
An employee who has a miscarriage during the third trimester
of pregnancy or bears a stillborn child is entitled to maternity
leave for six weeks after the miscarriage or stillbirth, whether or
not the employee had commenced maternity leave at the time
of the
miscarriage or stillbirth.
(5)
An employee must notify an employer in writing, unless the
employee is unable to do so, of the date on which the employee
intends
to-
(a)
commence maternity leave; and
(b)
return to work after maternity leave.
(6)
Notification in terms of subsection (5) must be given-
(a)
at least four
weeks before the employee intends to commence maternity leave;
or
(b)
if it
is not reasonably practicable to do so, as soon as is reasonably
practicable.
(7)
The payment of maternity benefits will be determined by the
Minister subject to the provisions of the Unemployment Insurance
Act,
2001 (63 of 2001).
25A Parental leave
(1) An employee,
who is a parent of a child, is entitled to at least ten consecutive
days' parent al leave.
(2) An employee
may commence parental leave on
(a) the day that the
employee's child is born; or
(b) the date
(i) that the adoption
order is granted; or
(ii) that a child is
placed in the care of a prospective adoptive parent by a competent
court, pending the finalisation of an
adoption order in respect of
that child, whichever date occurs first.
(3) An employee
must notify an employer in writing, unless the employee is unable to
do so, of the date on which the employee
intends to
(a) commence parental
leave; and
(b) return to work after
parental leave.
(4) Notification
in terms of subsection (3) must be given
(a) at least one month
before the
(i) employee's child is
expected to be born; or
(ii) date referred to in
subsection 2 (b); or
(b) if it is not
reasonably practicable to do so, as soon as is reasonably
practicable.
(5) The payment of
parental benefits will be determined by the Minister, subject to the
provisions of the Unemployment Insurance
Act, 2001 (Act 63 of 2001).
25B Adoption leave
An employee, who is an
adoptive parent of a child who is below the age of two, is subject
to subsection (6), entitled to
(a) adoption leave of at
least ten weeks consecutively; or
(b) the parental leave
referred to in section 25A.
(2)
An employee may commence adoption leave on the date
(a)
that the adoption order is granted; or
(b)
that a child is placed in the care of a prospective adoptive
parent by a competent court, pending the finalisation of an adoption
order in respect of that child,
whichever date occurs
first.
(3)
An employee must notify an employer in writing, unless the
employee is unable to do so, of the date on which the employee
intends
to
(a)
commence adoption leave; and
(b)
return to work after adoption leave.
(4)
Notification in terms of subsection (3) must be given
(a)
at least one month before the date referred to in subsection
(2); or
(b)
if it is not reasonably practicable to do so, as soon as is
reasonably practicable.
(5)
The payment of adoption benefits will be determined by the
Minister, subject to the provisions of the Unemployment Insurance
Act,
2001 (Act 63 of 2001).
(6)
If an adoption order is made in respect of two adoptive
parents, one of the adoptive parent s may apply for adoption leave
and
the other
adoptive parent may
apply for the parental leave referred to in section 25A: Provided
that the selection of choice must be exercised
at the option of the
two adoptive parents.
(7)
If a competent court orders that a child is placed in the
care of two prospective adoptive parents pending the finalisation of
an order in respect of that child, one of the prospective adoptive
parents may apply for adoption leave and the other prospective
adoptive parent
may apply for the
parental leave referred to in section 25A: Provided that the
selection of choice must be exercised at the option
of the two
prospective adoptive parents.).
25C Commissioning
parental leave
An employee, who is a
commissioning parent in a surrogate motherhood agreement is, subject
to subsection (6), entitled to
(a)
commissioning parental leave of at least ten weeks
consecutively; or
(b)
the parental leave referred to in section 25A.
(2)
An employee may commence commissioning parental leave on the
date a child is born as a result of a surrogate motherhood
agreement.
(3)
An employee must notify an employer in writing, unless the
employee is unable to do so, of the date on which the employee
intends
to
(a)
commence commissioning parental leave; and
(b)
return to work after commissioning parental leave.
(4)
Notification in terms of subsection (3) must be given
(a)
at least one month before a child is expected to be born as a
result of a surrogate motherhood agreement; or
(b)
if it is not reasonably practicable to do so, as soon as is
reasonably practicable
(5)
The payment of commissioning parental benefits will be
determined by the Minister, subject to the provisions of the
Unemployment
Insurance Act, 2001 (Act 63 of 2001) If a surrogate
motherhood agreement has two commissioning parents, one of the
commissioning
parents may apply for commissioning parental leave and
the other commissioning parent may apply for the parental leave
referred
t o in section 25A: Provided that the selection of choice
must be exercised at the option of the t wo commissioning parents.
(6)
In this section, unless the context otherwise indicates
'commissioning parent'
has the meaning assigned to it in section 1 of the Children's Act,
2005 (Act 38 of 2005); and
'surrogate motherhood
agreement' has the meaning assigned to it in section 1 of the
Children' s Act, 2005 (Act 38 of 2005).
[2]
Section 9 of the Constitution:
Equality
1) Everyone is equal
before the law and has the right to equal protection and benefit of
the law.
2) 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.
3) The state may not
unfairly discriminate directly or indirectly against anyone on one
or more grounds, including race, gender,
sex, pregnancy, marital
status, ethnic or social origin, colour, sexual orientation, age,
disability, religion, conscience, belief,
culture, language and
birth.
4) No person may
unfairly discriminate directly or indirectly against anyone on one
or more grounds in terms of subsection (3).
National legislation
must be enacted to prevent or prohibit unfair discrimination.
5) Discrimination on one
or more of the grounds listed in subsection (3) is unfair unless it
is established that the discrimination
is fair.
Section 10 of the
Constitution:
Human dignity
Everyone has inherent
dignity and the right to have their dignity respected and protected.
[3]
See: Unemployment Insurance Act 63 of 2002 (UIF Act), sections 24,
26A,27, 29A.
[4]
It was argued by the applicants that the ostensible reason for
differential periods of leave is that the legislature deemed
adoptive or surrogacy children as deserving of less nurture. In my
view it is unnecessary to attribute a malicious intent to the
differential. Rather, it is simply the result of a failure of
imagination and a bean-counting approach to determining time off
work. Reference was also made to
Wilkinson
v Crawford
2021 (4)
SA
323
(CC),
where
the court tentatively criticised the distinction put forward between
biological children and adoptive children in the interpretation
a
will as being unfair discrimination. I doubt that that decision in
that context offers assistance in a controversy about distinctions
between different categories of parents in the employment
environment.
[5]
See:
SAPS
v Barnard
2014 (6) SA 123
(CC)
per
Moseneke J at para [28] to [39]. At para [28] in
particular, it is held
that: 'Our Constitutional democracy is founded on explicit values.
Chief of these, for present purposes,
are human dignity and the
achievement of equality in a non-racial, non-sexist society under
the rule of law.'
[6]
The Canadian decision in
British
Columbia Rights Tribunal in re A v Board of Education of School
District no 36 (Surrey) [2020] BCHTD No 167
at
para [125] was cited by the Minister as an example of a justified
distinction between a birth-mother and an adoptive mother.
However,
the case addressed a preliminary procedural issue and ordered the
case to a merits hearing. The controversy was about
a reduction of
benefits to adoptive parents in order to
equalise benefits
to all classes of parent. It considered a collective agreement not a
statute. The distinction was an issue because
there were separate
leave-benefits for pregnancy per se, which were different to
'parental'
leave.
[7]
See:
Van
der Merwe v Road Accident Fund
[2006] ZACC 4
;
2006 (4) SA 230
(CC).
The
issue was whether the Matrimonial Property Act 88 of 1994, because
it distinguished spouses married in or out of community
of property,
with the effect that a spouse in community could not sue the other
spouse for bodily injuries, was unconstitutional.
It was held that
such an effect served no legitimate governmental purpose and was
declared unconstitutional. At para [51] the
distinction, in this
context was described as a relic of the common law which was not
useful.
I was also referred to
MA v State Information Technology agency
2015 (6) SA 250
(LC)
where Gush J was required to consider an employer policy on
maternity leave. The policy was applied only to mothers and not to
commissioning parents. A male spouse in a same-sex union was denied
'maternity' leave. The Labour Court held that the policy was
discriminatory. The cause of action was that the 'mothers only'
application was in contravention of section 6(1) of the Employment
Equity act 55 of 1998. The Labour court did not interpret the BCEA
or deal with whether or not the BEGA was unconstitutional.
The
rationale of that court is at paras [13) to [18). The thesis is that
the policy had to be consistent with the best interest
of the child
as contemplated in
section 28
of the
Childrens' Act.
The
decision does not
however contribute anything to the resolution of jurisprudential
controversy before this court.
[8]
See:
President
of the RSA v Hugo
1997 (4) SA 1
(CC}
at
para [37 to [39), per Goldstone J:
[37] The reason given by
the President for the special remission of sentence of mothers with
small children is that it will serve
the interests of children. To
support this, he relies upon the evidence of Ms Starke that mothers
are, generally speaking, primarily
responsible for the care of small
children in our society. Although no statistical or survey evidence
was produced to establish
this fact, I see no reason to doubt the
assertion that mothers, as a matter of fact, bear more
responsibilities for child-rearing
in our society than do fathers.
This statement, of course, is a generalisation. There will,
doubtless, be
particular instances
where fathers bear more responsibilities than mothers for the care
of children. In addition, there will also
be many cases where a
natural mother is not the primary care giver, but some
other woman fulfils that role, whether she be the
grandmother, stepmother, sister, or aunt of the child concerned.
However, although
it may generally be true that mothers bear an
unequal share of the burden of child rearing in our society as
compared to the
burden borne by fathers, it cannot be said that it
will ordinarily be
fair
to discriminate between women and men
on that basis.
[38]
For all that it is a privilege and the source of enormous
human satisfaction and pleasure, there can be no doubt that the task
of rearing children is a burdensome one. It requires time, money and
emotional energy. For women without skills or financial resources,
its challenges are particularly acute. For many South African women,
the difficulties of being responsible for the social and
economic
burdens of child rearing, in circumstances where they have few
skills and scant financial resources, are immense. The
failure by
fathers to shoulder their share of the financial and social burden
of child rearing is a primary cause of this Hardship.
The result of
being responsible for children makes it more difficult for women to
compete in the labour market and is one of
the causes of the deep
inequalities experienced by women in employment. The generalisation
upon which the President relied is
therefore a fact which is one of
the root causes of women's inequality in our society. That parenting
may have emotional and
personal rewards for women should not blind
us to the tremendous burden it imposes at the same time. It is
unlikely that we will
achieve a more egalitarian society until
responsibilities for child rearing are more equally shared.
[39]
The fact, therefore, that the generalisation upon which the
appellants rely is true does not answer the question of whether the
discrimination concerned is fair. Indeed, it will often be unfair
for discrimination to be based on that particular generalisation.
Women's responsibilities in the home for housekeeping and child
rearing have historically been given as reasons for excluding
them
from other spheres of life. In a case note concerning
Incorporated
Law Society v
Wookey which denied women the right to be admitted
as attorneys, a commentator wrote:
'A revolt against nature
is involved in any proposal to allow women to enter into the legal
profession. This idea is incompatible
with the ideas and duties of
Motherhood.
To use the
generalisation that women bear a greater proportion of the burdens
of child rearing or justifying treatment that deprives
women of
benefits or advantages or imposes disadvantages upon them would
clearly, therefore, be unfair.'
[9]
It should not be assumed that all adoptions are of children who are
strangers to the adoptive parents. Indeed, commonplace procedures
for adoption of older children would often involve a long period of
acquaintance before the adoption order is granted. Leave
from an
employer in such circumstances might be superfluous.
[10]
ILO Recommendation 191, para 10:
(1) In the case of the
death of the mother before the expiry of postnatal leave, the
employed father of the child should be entitled
to take leave of a
duration equal to the unexpired portion of the postnatal maternity
leave.
(2) In the case of
sickness or hospitalization of the mother after childbirth and
before the expiry of postnatal leave, and where
the mother cannot
look after the child, the employed father of the child should be
entitled to leave of a duration equal to the
unexpired portion of
the postnatal maternity leave, in accordance with national law and
practice, to look after the child.
(3) The employed mother
or the employed father of the child should be entitled to parental
leave during a period
following the expiry of maternity leave.
(4) The period during
which parental leave might be granted, the length of the leave and
other modalities, including the payment
of parental benefits and the
use and distribution of parental leave between the employed parents,
should be determined by national
laws or regulations or in any
manner consistent with national practice.
(5) Where national law
and practice provide for adoption, adoptive parents should have
access to the system of protection offered
by the Convention,
especially regarding leave, benefits and employment protection.
[11]
See:
New
Nation Movement NPC v President, RSA
2020 (6) SA 298
(CC) at para
[11] Moise v Greater Germiston Transitional Local Council: Minister
of Justice and Constitutional Development Intervening
(Woman's Legal
Centre amicus Curiae)
[2001] ZACC 21
;
2001 (4) SA 491
(CC at para[19]; Mahlangu and
Another v Minister of Labour 2021(1) BCLR 1 (CC) at para [127]
[12]
NEDLAC Act 35 of 1994.
[13]
The case law cited in support of the proposition is unhelpful. The
cases deal with setting aside executive or administrative
decisions,
not provisions of a statute.
[14]
See:
Khosa
and Another v Minister of Social Development and Others 2004 (6) SA
(CC)
at para [45]: 'It is also important to realise that even where the
State may be able to justify not paying benefits to everyone
who is
entitled to those benefits under s 27 on the grounds that to do so
would be unaffordable, the criteria upon which they
choose to limit
the payment of those benefits (in
this case
citizenship) must be consistent with the Bill of Rights as a whole.
Thus if the means chosen by the Legislature to give
effect to the
State's positive obligation under s 27 unreasonably limits other
constitutional rights,
that
too must be taken into account.'
[15]
Biowatch
Trust v Registrar Genetic Resources
2009 (6) SA 232
(CC) at para
[43].
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