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<str<strong>on</strong>g>Internati<strong>on</strong>al</str<strong>on</strong>g> <str<strong>on</strong>g>perspectives</str<strong>on</strong>g> <strong>on</strong> <strong>positive</strong> acti<strong>on</strong> <strong>measures</strong><br />

1.<br />

1.1. Overview of the study<br />

In recent years there has been a significant<br />

expansi<strong>on</strong> of legislati<strong>on</strong> by the <strong>European</strong><br />

Commissi<strong>on</strong> in the area of equal<br />

treatment. The year 2000 saw the adopti<strong>on</strong><br />

of two Directives prohibiting discriminati<strong>on</strong><br />

<strong>on</strong> the grounds of race and<br />

ethnic origin ( 1 ), and sexual orientati<strong>on</strong>,<br />

religi<strong>on</strong> or belief, disability and age ( 2 ).<br />

These were followed by amendments<br />

to the l<strong>on</strong>g-standing Directive (76/207/<br />

EEC) <strong>on</strong> equal treatment for men and<br />

women, the adopti<strong>on</strong> of a ‘goods and<br />

services’ Gender N<strong>on</strong>-discriminati<strong>on</strong><br />

Directive in 2004 ( 3 ) and, more recently,<br />

the adopti<strong>on</strong> of the ‘recast’ Gender<br />

Directive ( 4 ). As a c<strong>on</strong>sequence of this<br />

wealth of legislati<strong>on</strong>, the EC is now the<br />

dominant force setting the t<strong>on</strong>e and<br />

c<strong>on</strong>tent of nati<strong>on</strong>al n<strong>on</strong>-discriminati<strong>on</strong><br />

and equality laws across the 27 Member<br />

States. In additi<strong>on</strong>, specific work has<br />

been undertaken regarding <strong>positive</strong> acti<strong>on</strong><br />

for Roma in the field of educati<strong>on</strong><br />

by the <strong>European</strong> Network of Independent<br />

Experts <strong>on</strong> Fundamental Rights ( 5 ).<br />

1 Council Directive 2000/43/EC.<br />

2 Council Directive 2000/78/EC.<br />

3 Council Directive 2004/113/EC.<br />

4 Council Directive 2006/54/EC.<br />

5 <strong>European</strong> Network of Independent Experts<br />

<strong>on</strong> Fundamental Rights (2005) Thematic<br />

Comment No 3, The protecti<strong>on</strong> of minorities<br />

in the <strong>European</strong> Uni<strong>on</strong>, at: http://ec.europa.<br />

eu/justice_home/cfr_cdf/doc/thematic_comments_2005_en.pdf<br />

10<br />

Introducti<strong>on</strong> and methodological approach<br />

In this chapter we set the c<strong>on</strong>text and objectives of the study, discuss the design of the study<br />

and the development and applicati<strong>on</strong> of the methods of data collecti<strong>on</strong> to the different<br />

phases of the study. We present an overview of the approaches to the literature review and<br />

development of the working definiti<strong>on</strong> of <strong>positive</strong> acti<strong>on</strong>. This chapter explains the procedure<br />

for developing the <strong>on</strong>line survey and provides an overview of different methods utilised<br />

in the in-depth study and disseminati<strong>on</strong> of the study.<br />

In spite of this extensi<strong>on</strong> of EC law, and<br />

the significant expansi<strong>on</strong> in the pers<strong>on</strong>al<br />

and material scope which has occurred,<br />

enforcement of the legislati<strong>on</strong> at<br />

nati<strong>on</strong>al level is still to occur primarily<br />

through the acti<strong>on</strong> of individual victims<br />

who decide to challenge (allegedly) discriminatory<br />

behaviour before courts.<br />

This enforcement mechanism was also<br />

provided for in the earliest Gender N<strong>on</strong>discriminati<strong>on</strong><br />

Directives which date<br />

back to the mid-1970s, and it has been<br />

the subject of criticism over the years<br />

(Blom et al., 1995). This is because victims<br />

face a range of obstacles in bringing<br />

discriminati<strong>on</strong> cases, am<strong>on</strong>gst which financial<br />

and emoti<strong>on</strong>al costs are some of<br />

the most significant (Bell, 2005).<br />

Positive acti<strong>on</strong>, including the noti<strong>on</strong><br />

of <strong>positive</strong> duties to promote equality<br />

through, for example, c<strong>on</strong>tract compliance<br />

programmes, is <strong>on</strong>e means of<br />

addressing the limitati<strong>on</strong>s and restricti<strong>on</strong>s<br />

inherent in an individual enforcement<br />

model based <strong>on</strong> litigati<strong>on</strong>.<br />

Nevertheless, while the use of <strong>positive</strong><br />

acti<strong>on</strong> <strong>measures</strong> is recommended as a<br />

method of realising equality of opportunity,<br />

there is a dearth of empirical<br />

literature <strong>on</strong> the use of <strong>positive</strong> acti<strong>on</strong><br />

across Europe.<br />

This report is the result of a study to<br />

help the <strong>European</strong> Commissi<strong>on</strong> to<br />

better understand the role that <strong>positive</strong><br />

acti<strong>on</strong> <strong>measures</strong> can play in practice<br />

in preventing or remedying discriminati<strong>on</strong>,<br />

building <strong>on</strong> the knowledge of<br />

the existing legal framework set out<br />

in other studies (De Vos, 2007). It<br />

will help the Commissi<strong>on</strong> gain a better<br />

insight into what kind of practical<br />

<strong>positive</strong> acti<strong>on</strong> <strong>measures</strong> are already<br />

being taken in the <strong>European</strong> Uni<strong>on</strong><br />

(and in the EFTA-EEA countries), as<br />

well as the possible costs and benefits<br />

of the <strong>positive</strong> acti<strong>on</strong> <strong>measures</strong>. The<br />

study also seeks to examine how legal<br />

frameworks, policies and practices of<br />

<strong>positive</strong> acti<strong>on</strong> in the <strong>European</strong> Uni<strong>on</strong><br />

compare with Canada, the United<br />

States and South Africa.<br />

The Centre for Inclusi<strong>on</strong> and Diversity<br />

at the University of Bradford was<br />

commissi<strong>on</strong>ed to lead this 15-m<strong>on</strong>th<br />

project in collaborati<strong>on</strong> with the <strong>European</strong><br />

Roma Rights Centre and the<br />

Ludwig Boltzmann Institute of Human<br />

Rights. The research team sought<br />

to undertake four tasks during the<br />

course of the study:<br />

1. develop a working definiti<strong>on</strong> of<br />

<strong>positive</strong> acti<strong>on</strong>;<br />

2. c<strong>on</strong>duct an <strong>on</strong>line survey in the<br />

27 EU Member States and the<br />

EFTA-EEA countries;<br />

3. produce in-depth case studies of<br />

eight EU countries, plus Canada,<br />

the United States and South Africa;<br />

4. disseminate the findings of the<br />

research through a seminar and<br />

publicati<strong>on</strong>s.

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