C-67/81
ECLI:EU:C:1982:69
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JUDGMENT OF 18. 2. 1982 — CASE 67/81
In Case 67/81
MARIE HELÈNE RUSKE, an official of the Commission of the European Communities, residing in Brussels, represented by Jean-Noël Louis of the Brussels Bar, with an address for service in Luxembourg at the Chambers of Nicolas Decker, 16 Avenue Marie-Thérèse, applicant, v
COMMISSION OF THE EUROPEAN COMMUNITIES, represented by Jörn Pipkorn, a member of its Legal Department, acting as agent, assisted by R. Andersen of Brussels Bar, with an address for service in Luxembourg at the office of Oreste Montako, a member of the Commission's Legal Department, Jean Monnet Building, Kirchberg, defendant,
APPLICATION for the annulment of the decision of the Selection Board for Internal Competition N o C O M / B / 4 / 8 0 of 25 September 1980 not to admit the applicant to the tests for that competition and, in the alternative, for the annulment of the implied decision of the Commission rejecting the applicant's complaint against the decision of the said Selection Board,
T H E C O U R T (First Chamber)
composed of: G. Bosco, President of Chamber, A. O'Keeffe and T. Koopmans, Judges,
Advocate General: G. Reischl Registrar: H . A. Rühl, Principal Administrator
gives the following
RUSKE v COMMISSION
JUDGMENT
Facts and Issues
The facts of the case, the course of the B.2: Certificate or other acceptable procedure and the conclusions, sub- statement of qualification as a missions and arguments of the parties records clerk and/or library may be summarized as follows : assistant
and I — Facts and written p r o c e d u r e B.3: At least three years' experience on 30 June 1980, not necessarily in the 1. In 1980, the Commission organized service of the Communities, in Internal Competition No C O M / B / 4 / 8 0 Category C duties (as principal within the institution to constitute a clerical officer, but not as clerical reserve of administrative assistants in the assistant) or of similar duties field of records and library work in the relating to the field specified at I. career bracket covering Grades 5 and 4 Nature of duties. of Category B.
Under heading II. 1 of the notice of and competition, "Certificates, diplomas, etc. and practical experience", candidates B.4: A total of four years' service with had to satisfy the following require- the Communities on 30 June 1980 ments : as an official or other servant.
"Either or A.1: Advanced secondary education with final diploma of certificate C.1: Certificate or other acceptable statement of qualification as a and records clerk and/or library assistant A.2: Diploma as a records clerk and/or library assistant and and C.2: At least nine years' experience on A.3: A total of four years' service with 30 June 1980, not necessarily in the the Communities on 30 June 1980 service of the Communities, in as an official or other servant. Category C duties (as principal clerical officer or clerical officer, but not as clerical assistant) or of or similar duties relating to the field specified at I. Nature of duties B.1: Secondary education, with diploma
and and
JUDGMENT OF 18. 2. 1982 — CASE 67/81
C.3: A total of four years' service with Internal Competition N o C O M / B / 4 / 8 0 . the Communities on 30 June 1980 On her application form, she specified as an official or other servant." the duties which she had performed until that date, and, in particular, that she had been responsible for the administration At the same time, the Commission and the organization of the library of the organized Open Competition No C O M / new Directorate-General III since B/185 to constitute a reserve of October 1977. administrative assistants in career bracket B 5-B 4 in three different fields, including that of records and library By letter of 25 September 1980, the work. The relevant notice of competition Head of the Recruitment Division, was published in the Official Journal of 5 Y. Desbois, Chairman of the Selection June 1980, C 134, p. 7. Under point III. Board for the competition, notified her B.2, "Qualifications and practical of the Selection Board's decision not to experience", the notice laid down the admit her to the tests on the ground that following conditions : she did not satisfy the requirements set out at points II.1.A.1 and II. 1.B.2 of the notice of competition. "on the closing date for receipt of applications : By a note dated 1 October 1980, Mrs Candidates must have completed a Ruske informed Mr Desbois that she had course of secondary education and not based her application on the received a final certificate (the Selection requirement for eligibility stipulated at Board, in assessing the certificate, will point II.1.A.1 but on the requirements set take into account the differing out at points II.1.B.1, B.2, B.3 or under educational systems in the Member points II.1.C.1, C.2, C.3. As regards the States). requirement stipulated under point II. 1.B.2 in particular, she included in her note, a summary, accompanied amongst other things, by a reference dated 1 October 1980 from Mr Christopher Must have at least two years' practical Layton, a Director in Directorate- work experience relevant to the option General III, of her duties spanning a chosen (i.e. have carried out tasks similar period of seven years as a records clerk to those described in paragraph I and a period of three years in charge of above). Supplementary training, either the library of Directorate-General III. theoretical or practical in the chosen field, may be considered as practical work experience." By a note dated 29 September 1980, A. Mulfinger, Assistant to the Director- General of Directorate-General III, 2. The applicant, Mrs Marie Hélène requested Mr Desbois to check Mrs Ruske, took up her duties at the Ruske's application against the criteria Commission on 15 February 1960 as a for eligibility set out at points B.1, B.2 clerical officer in Grade C 3. Since 1 and B.3, laying emphasis on Mrs Ruske's January 1971 she has been engaged in experience and, in particular, on the fact records and library work as principal that as librarian in Directorate-General clerical officer in Grade C 1. III for four years she had performed, to the complete satisfaction of her On 18 September 1980, Mrs Ruske superiors, the duties of an official in submitted her application to take part in Category B.
RUSKE v COMMISSION
By a note dated 2 October 1980, Mr 3. On 28 October 1980, the applicant Desbois replied that in order to perform lodged a complaint under Article 90 (2) the duties of a records clerk or library of the Staff Regulations of Officials assistant at the level of Category B, against the decision not to admit her to specialized basic training of a theoretical Competition N o C O M / B / 4 / 8 0 . nature was required in accordance with a decision taken by the joint committee convened to approve Notice of In view of the appointing authority's Competition N o C O M / B / 4 / 8 0 and by failure to convey to the applicant a the appointing authority. The Selection reasoned decision within the prescribed Board examined the candidates' files on period of four months, the applicant that basis and took a decision regarding brought the present application which Mrs Ruske's application which was quite was received at the Court Registry on 2 justified. Furthermore, he saw no April 1981. objection to his notes being forwarded by Mr Mulfinger to Mrs Ruske by way of reply to her note of 1 October 1980. By decision of 23 April 1981, the Commission rejected the applicant's complaint. On 10 October 1980, Mr Mulfinger sent Mr Desbois a second note in which he pointed first to the difference between Upon hearing the report of the Judge- the competition in point and certain Rapporteur and the views of the previous competitions as regards the Advocate General, the Court (First criteria for admission, in particular as Chamber) decided to open the oral regards the requirement of a "statement procedure without any preparatory of qualification" ("sonstiger Befähigungs- inquiry. nachweis") as a records clerk or library assistant, or both, as well as experience attested by periodic reports and, secondly, he referred to the absence of any theoretical training course for II — C o n c l u s i o n s of t h e p a r t i e s records clerks.
The applicant claims that the Court In a note dated 16 October 1980 should: addressed by Mr Mulfinger, Mr Desbois again confirmed that in addition to the requisite seniority in the service and the 1. Declare that the decision taken by the levels of basic training and experience, Selection Board in Competition N o candidates for the competition had to C O M / B / 4 / 8 0 of 18 September 1980 produce a statement of qualification not to admit her to the said issued by a specialized educational competition is null and void; establishment. Declare and rule that the competition must be reopened for her; Meanwhile, by a note dated 14 October 1980 marked for the attention of Mr Desbois, Mrs Ruske requested that the 2. In so far as may be necessary: Selection Board deal with her objection Declare that the Commission's and reply in precise terms to her note of implied rejection of her compliant is 1 October 1980. null and void;
JUDGMENT OF 18. 2. 1982 — CASE 67/81
3. Order the Commission of the of the notice of competition. By not European Communities to pay the defining the concept "certificate or other costs. acceptable statement of qualification as a records clerk and/or library assistant" (points B.2 and C.1), the notice of The defendant contends that the Court competition left it to the Selection Board should: to determine, case by case, whether the statements or certificates produced or the experience offered by each candidate Dismiss the application as unfounded; actually corresponded to the level stipulated in the notice of competition. Order the applicant to pay the costs. In accordance with that procedure, the Selection Board should have stated the reasons for its decisions.
III — Submissions and argu- Furthermore, the Selection Board took m e n t s of t h e p a r t i e s no action on the note which the applicant sent to its Chairman, M r Desbois, on 1 October 1980. In support of her application, the applicant relies upon the following submissions: inadequate statement of the As regards the assessment of the grounds on which the contested decision conditions for admission, the applicant is based; mistake in the assessment of the observes that the notice of competition conditions for admission; misuse of did not expressly exclude any specific powers, and discrimination by com- type of certificate or statement of parison with the conditions for admission qualification as a records clerk or library to Open Competition N o C O M / B / 1 8 5 . assistant, or both. The Selection Board had therefore disregarded the require- ments at points II.1.B.2 and C.1 of the As regards the statement of the reasons notice of competition by excluding can- for the decision of the Selection Board, didates who produced a certificate or the applicant points out that a mere statement of qualification issued by an reference to the conditions for admission employer or superior, or both, attesting which were not fulfilled by her "is not their experience in the field concerned capable of providing the person but who were unable to produce a concerned with a sufficient indication to diploma, certificate or statement of allow [her] to know whether the refusal qualification relating to theoretical is well founded or on the other hand training issued by an educational whether it is vitiated by a defect which establishment. Moreover, the effect of would make it possible to contest its that restrictive approach adopted by the legality" (see judgment of the Court of Selection Board was to neutralize the 30 November 1978 in Joined Cases 4, 19 individual efforts of certain officials to and 28/78 Salerna and Others v acquire training in fields in which no Commission [1978] ECR 2403). courses have been provided for several years in the Commission's training programme. In her application form and in the certi- ficates annexed thereto, the applicant provided the Selection Board with all the Next, the applicant claims that the information it required to enable it to Selection Board deliberately excluded establish that she actually fulfilled the from the competition officials in requirements set out at points B and C Category C who were unable to produce
RUSKE v COMMISSION
a diploma attesting special skills, in order candidates for the internal competition, to promote external recruitment in the successful candidate chosen did not connection with Open Competition N o fulfil all the conditions for admission. COM/B/185.
The Commission considers that the In fact, the condition relating to theoretical training as a records clerk or applicant, by taking note of the letter of library assistant, or both, was only sub- 25 September 1980 and of the notice of sequently imposed in order to justify the competition attached thereto, was duly decision not to admit 39 candidates to notified of the reasons for the Selection the competition. Board's decision not to admit her to the competition. In any event, she was fully informed of the decision both by the That practice constitutes a misuse of communication to her of the corre- powers, as is confirmed by the minutes spondence exchanged between Mr of the discussions between certain Mulfinger, Assistant to the Director- colleagues of the applicant on the one General of Directorate-General III and hand and Mr Gaskell, Head of the Mr Desbois, head of the Recruitment Library, and Mr Desbois on the other, Division, who was also Chairman of the from which it is apparent that the last of Selection Board, and by the latter's the three internal training courses for explanations furnished in the course of a which provision was made in 1975/76 at discussion with the applicant on 16 the insistence of the Head of the Library October 1980. Besides, the note sent as to offset the lack of training of the early as 1 October 1980 by the applicant members of staff in his department never to the Chairman of the Selection Board took place for fear that the participants shows that she was fully aware of the might consider the courses as an open reasons for the Selection Board's door to Category B. decision not to admit her to the competition. Finally the applicant maintains that the Selection Board applied the conditions for admission to Internal Competition Furthermore, the aforesaid judgment of N o C O M / B / 4 / 8 0 in a discriminatory 30 November 1978 was concerned with a fashion by comparison with the con- reference to the conditions for admission ditions applicable to Open Competition which was too general whereas in the N o C O M / B / 1 8 5 . The only evidence present case the various requirements which candidates for the open compe- which were not fulfilled were specified tition were required to provide was that with precision. The reference to the they had completed a course of advanced condition set out in point B.2 necessarily secondary education with a final diploma applied to point C.1 also. or certificate and had two years' practical work experience relevant to the option selected, whereas according to the As regards the assessment of the interpretation of the Selection Board, the conditions for admission, the defendant notice of internal competition also recalls in the first place that the principle requires evidence of theoretical training according to which the main purpose of as a records clerk or library assistant, or the notice of competition is to provide both. those concerned with information does not absolve, them from a careful reading of such notices. The defendant maintains The applicant also contends that, on the that in this case it becomes immediately basis of a comparison with the other apparent on reading the notice of
JUDGMENT OF 18. 2. 1982 — CASE 67/81
competition that the conditions relating As far as theoretical training courses are to theoretical training as a records clerk concerned, the defendant points out that or library assistant, or both, (points A.2, the sole purpose of the two courses B.2, and C.1) and experience acquired in organized in 1975 was to introduce the the same field (B.3 and C.2) constitute participants to the techniques involved in separate requirements. records and library work. In order to avoid any misunderstanding, it was explained that the fact of attending these courses would not confer any right or qualification on the participants. In view The Commission considers that it has of the absence of sufficient openings at not exceeded the limits of the wide the time for anyone who might have discretion conferred upon it to determine considered taking part, the advanced the criteria as to ability required in the courses planned for 1976 did not take case of newly-created posts and hence place. The Commission observes, the conditions governing the competition moreover, that it is not an educational (see judgment of the Court of 16 establishment. In any event, there are October 1975 in Case 90/74 Deboeck v educational establishments offering Commission [1975] ECR 1137). In that evening courses in record-keeping and regard, it refers to the note of 2 October librarianship in most of the Member 1980 of the head of the Recruitment States, and also in Brussels. Division.
The requirement as to specialized As regards the alleged discrimination, the theoretical training is in no way arbitrary Commission replies in the first place that and the periodic reports can be no sub- the successful candidate in the internal stitute for a diploma, certificate or competition satisfied all the conditions statement of qualification issued by an for admission. It questions the interest educational establishment which provides of the applicant in formulating this such training. They merely make it submission in so far as it relates to the possible to ascertain whether a candidate conditions of the open competition. She satisfies the condition relating to would have an interest, in the experience. Commission's view, only if she satisfied the condition relating to the possession of a certificate of advanced secondary education required for admission to the open competition. In order to refute the applicant's argument concerning a misuse of powers, the defendant emphasizes that the joint committee had unanimously recommended — and its recommen- Furthermore, the comparison should dation was accepted by the appointing focus on all the conditions laid down for authority — that the competition in both the open and the internal question should be organized and had competition. The notice of internal made it quite clear that candidates were competition does not require possession required to produce a statement of of a certificate of advanced secondary qualification issued by a specialized education. Thus, although the internal educational establishment. That was an competition lays down conditions which objective condition and had, moreover, are less strict as regards general training, been satisfied by a number of candidates. that difference is offset by the conditions
RUSKE v COMMISSION
concerning specialized training, experi- Finally, she recalls the Opinion delivered ence and seniority. by Mr Advocate General Roemer in Case 44/71 Marcato v Commission [1972] In her reply, the applicant points out that ECR 427 in which he pointed out that according to Article 1(1)(d) of Annex III the experience acquired by an to the Staff Regulations, the notice unqualified official in Category C in a of competition must specify "the post in Category B was the decisive diplomas and other evidence of formal factor in comparing his candidacy with qualifications or the degree of experience that of qualified candidates. In that required for the posts to be filled". A regard, he referred to Article 5 of the careful reading of the requirements set Staff Regulations in which reference is out under headings B. and C. in Notice made, in the case of Category B, to of Internal Competition No C O M / B / experience of a level equivalent to 4/80 does not reveal any requirement secondary education. relating to theoretical training as a records clerk or library assistant, or both. In its rejoinder, the Commission replies that the experience required by the conditions set out at points B.3 or C.2 Next, she contends that the conditions must have been acquired as a records set out at points B.3 and C.2 in the clerk or library assistant, or both. notice of competition do not necessarily require specific experience in the field in question. It explains that a distinction is drawn in the notice of competition between a final diploma or certificate issued on com- Since the conditions set out under pletion of advanced secondary education heading A. in the notice of competition and a certificate of attendance of do not require any experience compar- courses, precisely in order to take into able to that required under headings B. account the differences between the or C . , a requirement of specialized types of theoretical instruction given in theoretical training under heading A. the Member States. would appear to be normal. It observes in conclusion that Article 5 of It is clear, in the applicant's opinion, that the Staff Regulations is not concerned by the conditions set out under headings B. the conditions for recruitment. The latter and C. of the notice of competition have are governed by the provisions of Article as their purpose to offset the absence 29 of and Annex III to the Staff Regu- of theoretical training in secondary lations (see judgment of the Court of 2 education and of specialized training in October 1979 in Case 178/78 Szemerey v the field in question by the possession of Commission [1979] ECR 2855). relevant experience.
The applicant refers to the differences IV — O r a l p r o c e d u r e between the types of theoretical in- struction given in the various Member States in support of her assertion that the The parties presented oral argument at experience acquired by her in recent the sitting on 26 November 1981. years is more valuable, from the point of view of the post to be filled, than theoretical training acquired by attending The Advocate General delivered his a course of 150 hours not leading to a opinion at the sitting on 28 January final examination. 1982.
JUDGMENT OF 18. 2. 1982 — CASE 67/81
Decision
1 By application lodged at the Court Registry on 2 April 1981, Mrs M. H. Ruske, an official of the Commission of the European Communities, brought an action under Article 91 of the Staff Regulations for the annulment of the decision of the Selection Board for Internal Competition N o C O M / B / 4 / 8 0 of 25 September 1980 not to admit her to the tests.
2 The applicant has performed her duties in the field of records and library work since 1 January 1971 in the capacity of principal clerical officer in Grade C 1. In September 1980, she submitted her application to take part in Internal Competition N o C O M / B / 4 / 8 0 which was organized in order to constitute a reserve of administrative assistants in the field of records and library work in the career bracket covering Grades 5 and 4 of Category B.
3 The Selection Board for the competition decided not to admit the applicant to the tests on the ground that she failed to satisfy the conditions laid down in points II.1.A.1 and II.1.B.2 of the notice of competition.
4 Heading II.1 of the notice of competition, entitled "Certificates, diplomas, etc. and practical experience", laid down the following requirements which candidates for the competition had to satisfy:
"Either
A.1 : Advanced secondary education with final diploma or certificate
and
A.2: Diploma as a records clerk and/or library assistant
and
A.3: A total of four years' service with the Communities on 30 June 1980 as an official or other servant.
or
B.1 : Secondary education, with diploma
RUSKE v COMMISSION
and
B.2: Certificate or other acceptable statement of qualification as a records clerk and/or library assistant
and
B.3: At least three years' experience on 30 June 1980, not necessarily in the service of the Communities, in Category C duties (as principal clerical officer or clerical officer, but not as clerical assistant) or of similar duties relating to the field specified at I. Nature of duties.
and
B.4: A total of four years' service with the Communities on 30 June 1980 as an official or other servant.
or
C. . . ."
5 The applicant acknowledges that she did not base her application on the requirements set out at point A. of heading II. 1 of the notice of competition but maintains that she satisfied all the requirements stipulated at point B. including that at point B.2. In her second submission, she contends that the decision of the Selection Board is based on an incorrect assessment of that requirement.
6 It is apparent from the documents in the file on the case that the Selection Board took the view that exercise of the duties of a records clerk or library assistant at the level of Category B required specialized basic training of a theoretical nature. That requirement was adopted by the joint committee when it approved Notice of Competition N o C O M / B / 4 / 8 0 and, sub- sequently, by the appointing authority. The requirement in question is set out at point B.2 of the notice of competition.
7 The applicant maintains that point B.2 does not exclude any type of certi- ficate or statement of qualification as a records clerk or library assistant, or both. The Selection Board has therefore disregarded the notice of competition by not admitting candidates, including the applicant, who produced a certificate or statement of qualification issued by an employer or a superior attesting the candidate's experience in the field in question.
JUDGMENT OF 18. 2. 1982 — CASE 67/81
8 The Commission has defended the Selection Board's decision by contending, in the first place, that the appointing authority enjoys a wide discretion for the purpose of determining the criteria as to ability required in the case of newly-created posts and to establish, on the basis of those criteria, the conditions governing the competition and, secondly, that specialized theoretical training was required by point B.2 of the notice of competition since experience was already covered by point B.3.
9 It should be emphasized in the first place that although the appointing authority enjoys a wide discretion to determine the conditions governing a competition, the Selection Board is bound by the text of the notice of competition as published. According to the Staff Regulations the basic function of the notice of competition is precisely to give those interested the most accurate information possible about the conditions of eligibility for the post to enable them to judge whether they should apply for it.
10 That principle does not absolve the officials who are interested from a careful reading of the notice of competition. Although in the present case the applicant was able to discover from a careful reading of the notice that the certificate or statement of qualification required had to be related to her training as a records clerk or library assistant, there was nothing in the notice to indicate to her that such training had to be theoretical. On the other hand, a comparison of the requirement relating to the possession of a "diploma", stipulated at point A.2, with that concerning the possession of a "certificate" or "statement of qualification", stipulated at point B.2, might have led her to believe that the training as a records clerk or library assistant required under heading B. of the notice of competition did not necessarily have to be specialized or theoretical in nature.
1 1 It follows from this that the notice of competition, which makes no mention of any requirement as to theoretical training under heading B., may not be interpreted as laying down a condition to that effect.
1 2 Accordingly, the Selection Board based its decision on criteria other than those laid down by the notice of competition and has therefore infringed the first paragraph of Article 5 of Annex III to the Staff Regulations.
RUSKE v COMMISSION
13 Therefore, since the Court accepts the applicant's second submission, the Selection Board's decision not to admit the applicant to the tests must be annulled without its being necessary to examine the other submissions put forward by the applicant. In view of the fact that the purpose of the competition in question was to constitute a reserve for future recruitment, the competition will have to be reopened in relation to the applicant.
Costs
1 4 Under Article 69 (2) of the Rules of Procedure, the unsuccessful party is to be ordered to pay the costs. As the defendant has failed, it must be ordered to pay the costs.
On those grounds,
T H E C O U R T (First Chamber)
hereby:
1. Annuls the decision of the Selection Board for Internal Competition No COM/B/4/80 of 25 September 1980 not to admit the applicant to the tests;
2. Orders the Commission to pay the costs.
Bosco O'Keeffe Koopmans
Delivered in open court in Luxembourg on 18 February 1982.
J. A. Pompe G. Bosco Deputy Registrar President of the First Chamber