Right to Equality and Affirmative Action in USA and India



Introduction

The right to equality is the most important pillars of Constitutionalism. It is this right from which all liberties guaranteed to the people flow. Even apart from the liberties, the right to equality dictates almost every aspect of Constitutionalism. For instance, universal adult suffrage, which allows every adult person, regardless of age, gender, race, religion, etc. to cast an equal vote and elect their representatives, flows from the right to equality. Thus, popular sovereignty and democracy rest on the right to equality. Similarly, the fact that everyone is equal in the eyes of the law and everyone is subject to the law in the same manner is what makes the law truly supreme, thus being a founding principle of the Rule of Law. Thus, it is absolutely fair to say that there can be no Constitutionalism without the Right to Equality.

Right to Equality in USA

The ideology of the Right to Equality has been enshrined in USA’s Declaration of Independence where it has been declared that all people are created equal. The very foundation of the country holds the Right to Equality at the highest pedestal. However, the Declaration of Independence does not hold any legal value. The concept of the right to equality did not exist in the American Constitution till the 14th Amendment inserted almost 80 years after the Constitution was put into effect.

The Equal Protection Clause of the 14th Amendment guarantees that every person will be treated and protected equally by the laws of the land. A similar provision also exists in the Civil Rights Act of 1866, which also guarantees this same protection to the people. This clause was inserted with the main objective of providing equal treatment to those who were formerly treated as slaves in the country.

Affirmative Action in the USA

The wording of the Equal Protection Clause in the 14th amendment places a constrain on the Government by saying that equal protection shall not be denied to any person. The Constitution itself does not provide any positive mandate for the Government to take affirmative action, like reservations, etc., in pursuance of the right to equality. Despite this, an effort has been made by the US Government to take certain Affirmative Actions to correct the effects of historical discrimination against specific groups of people.

Affirmative Action refers to a set of policies, laws and practices that are brough about with the objective of ending certain forms of discrimination and correct the negative effects it has had in the society. Affirmative Action largely targets racial discrimination and the discrimination based on gender in the US. The term ‘Affirmative Action’ cam about in 1961, when the then President of the US, J.F. Kennedy used this term for the first time in an executive order directing government contractors to take affirmative action to ensure that employment is not based on race, colour, creed, gender, etc.

Judiciary’s Role in the Development of the Right to Equality in USA

Right to Equality

The first controversial case on the right to equality, is the case of Plessy v. Ferguson, 163 U.S. 597 (1896). In this case, the state of Louisiana brought out the Separate Car Act, delineating separate railway coaches for black and white people. The US Supreme Court, by a majority opinion, held that this law was valid, as there was barely any quality difference in the coaches. The court differentiated between social structure and civil rights, stating that the Constitution only protected civil rights and not social structure.

The case of Plessy laid down the foundation for the ‘separate-but-equal’ treatment, according to which racial segregation would be permitted on the ground that there was no difference in the services provided to any person belonging to any particular group. This was the law of the land for the next few decades, until the case of Brown v. Board of Education of Topeka, 347 U.S. 483 (1954). The separate-but-equal doctrine was rejected in this case, which involved racial segregation in a public school. Even though it was contended that despite racial segregation, the same facilities were provided to all students, it was held that racial discrimination is inherently violative of the Constitution, and cannot be allowed at all as it would defeat the very purpose of equality under the Equal Protection Clause.

Affirmative Action

A Quota refers to the reservation of a certain number of seats or positions for people belonging to a specific group, race, caste, etc. The applicability of such a system was discussed in the case of Regents of the University of California v. Bakke, 438 U.S. 265 (1978), where the reservation of a certain number of seats for minority students was challenged. The court held that while it is legal to take into account a person’s race, colour, etc. for the admissions process with the objective of achieving diversity and equality, it is unconstitutional to set a quota for the same, as every student has the equal right to be judged on their merits, and cannot face rejection merely on the basis of a quota system. This principle was upheld in the case of Grutter v. Bollinger, 539 U.S. 306 (2003), where an admissions process favouring the minorities was constitutionally valid since it took into account other factors for the evaluation of the student as well.

Another important case on the Equal Protection Clause and Affirmative Action in the US, which does not deal which admission into educational institutes, is the case of Griggs v. Duke Power Co., 401 U.S. 424 (1971), which dealt with discrimination at a workplace. The basic facts involved were that for the promotion at the respondent power company, a high school diploma was required. If a candidate did not have a diploma, they would have to give certain mental aptitude tests. The problem was that the number of people of colour with diplomas was substantially lesser than the whites, and the likelihood of passing the mental aptitude tests was also very low for the people of colour. The court held this action to be discriminative and violative of the Equal Protection Clause, because the prescribed tests were not “reasonably related” to the job. Thus, a test or reasonable classification was laid down in this case.

Right to Equality in India

The Right to Equality is enshrined within the Indian Constitution in a much more comprehensive manner than the US Constitution. Article 14 of the Constitution of India sets out the basic principle of equality, in stating that every person is equal in the eyes of the law and deserves equal protection under the law and equal treatment before the law. This right has been interpreted in the widest manner possible, targeting discriminatory and arbitrary actions by the State, no matter where and how they arise. The framers of the Indian Constitution were also mindful of the immense social and economic inequalities in the country, embedded deep into its culture and religions, and often even sanctioned by the State run under the British Raj. In this background, equal treatment before the law would mean equal treatment of equals only, giving rise to the doctrine of reasonable classification and intelligible differentia, which will be discussed later.

Apart from Article 14, the Constitution also contains provisions targeting specific forms of discrimination in specific situations. Article 15 prevents the State from discriminating against any citizen on the grounds of race, religion, caste, gender, etc. Article 16 further ensures non-discrimination on these grounds in matters of public employment by the State. However, these provisions do not prohibit the State from enacting special laws for women, Scheduled Castes (SC) and Scheduled Tribes (ST) and Other Backward Classes (OBC). These provisions perfectly enshrine the principle that people having an unequal standing in society cannot be treated as equal to those having a higher standing in the society.

Lastly, Article 17 prohibits the practice of untouchability in India. Untouchability was a practice in which the people belonging to what was considered to be the lowest caste were seen as untouchable.

Affirmative Action in India

Article 14 of the Indian Constitution, similar to the US Constitution, contains a negative covenant stating that the no person can be denied equality before the law. However, the subsequent provisions, under Articles 15 to 17 specifically deal with the non-discrimination of certain groups of people in specific situation. In this regard, the Indian Government is also mandated to take affirmative action to ensure the protection and equal treatment of the underprivileged classes of people, which include SCs, STs and OBCs. This is because India’s socio-economic strata has historically discriminated against the lesser privileged classes in a manner that the ill-effects of such discrimination are felt even today, as they have not allowed these people to grow socially and economically, despite the abolition of the caste system and untouchability.

In addition to this, the President of India in exercising his executive powers can determine those castes which are to be treated as SCs under Article 341 of the Constitution of India. Further, Article 342 gives the President similar powers for the determination of STs. In 1979, the Mandal Commission was constituted to identify the Other Backward Classes or OBCs in India. The commission found that approximately 54% of India’s population belonged to these OBCs and suggested quotas for reservation in public sector jobs, educational institutions, etc.

This brings to the fore the concept of Quotas, which, as seen above, were totally outlawed in the US. The quota system, as it is popularly known in India, is a system of reserving a certain number of public sector jobs, the number of seats in an educational institution, etc. for people belonging to a certain group or class. Critics of the quota system feel that it reinforces the caste system, rather than bringing an end to it, and even puts more meritorious people at a disadvantage. On the other hand, proponents of this system say that the people of the privileged classes benefit from belonging to a higher social structure, which automatically leads to better opportunities.

This Indian concept of affirmative action, has been a topic of debate since the time the Constitution of India was introduced, and such a question has been brough before the Indian courts on multiple occasions, which have been discussed in the following section.

Judiciary’s Role in the Development of the Right to Equality in India

The 2 main principles that go hand in hand with the right to equality in India are ‘reasonable classification’ and ‘intelligible differentia’. One of the first cases dealing with this principle is the case of R.K. Dalmia v. Tendolkar, AIR 1958 SC 538, where the principle that un-equals cannot be treated at par with equals was propounded. It was laid down by the Indian Supreme Court that even though Article 14 provides equal protection before the law and prohibits class legislation, it is possible to have a class legislation based on reasonable classification and intelligible differentia. Intelligible differentia means that certain objects are clearly distinguishable from others. Further reasonable classification means that such differentiation must have a rational nexus with the ends to be achieved by the action of the State. Such differentiation cannot be based on those considerations which promote unequal treatment of others and this has been the law of the land since.

As far as affirmative action goes, the quota system, as stated above, is prevalent in India. However, certain limits have been imposed on the exercise of this system, in order to ensure that this right is used only for the purpose of achieving equality. The case of M.R. Balaji v. State of Mysore, [1963] Supp 1 SCR 439, is a landmark case where an order by the State Government stating that there will be 75% reservation for all castes except Brahmins was challenged. The court held that such a classification was not reasonable, as a class must be both, socially and economically backward to attract reservation under Article 15(4).

A similar provision was applied for employment matters under Article 16 in the famous case of Indra Sawhney v. Union of India, AIR 1993 SC 477. It was held in this case that caste cannot be the sole criterion in determining whether a class of persons is backward or not for the purpose of providing reservation. Social and economic backwardness are both required for a class to be identified as backward. This has also led to the formulation of the ‘creamy layer’ principle, where those persons though belonging to OBCs, but earning more than INR 8 lakhs cannot avail the benefits of reservation. Lastly, in Nagaraj v. Union of India, the extent of reservation was prescribed based on the principles laid down in the cases cited hereinabove. A ceiling limit of 50% reservation has been laid down and the court also held that the state cannot breach this limit or violate the creamy layer principle, even if it has compelling reasons to do so. Thus, the application of ‘Affirmative Action’ in India and USA is very different, especially when it comes to the question of quotas.

Author’s Opinion

It is clear that India and USA have taken very different stances when it comes to the question of affirmative action and reservation. While USA is against the prescription of quotas, the same is mandated under the Constitution of India. This can be attributed to the vastly different socio-economic circumstances in both countries. While the US had to deal with mainly racial discrimination, India had to deal with the evil of the Caste system which had plagued India’s culture for centuries. The framers of the Indian Constitution were aware that this was a near impossible mountain to climb, which is why the concept of reservation was embedded into the Constitution.

While the concept of reservation exists within the Indian Constitution, the objective behind it must also be understood. Reservation and Affirmative Action exist in order to correct the effects of discrimination of the past and bring equality within the society. In this background, it is in the author’s humble opinion that the concept of reservation cannot be set in stone, and must adapt to the needs of the society. As the people from a backward class are educated and get jobs, their standing in society is likely to be uplifted. This is why the creamy layer principle was introduced.

However, such a fallacy has been handled better in the US than in India. In the US, the courts have made it clear that actions in favour of a minority solely because of their position in society cannot be Constitutional. While this may be a factor, it cannot be a sole factor. In this manner, many meritorious candidates do not miss out on opportunities. On the other hand, in India, because of the existence of the reservation system, many people get opportunities without the consideration of their merits and other factors. This, in the author’s opinion is not the true essence of equality.

On the other hand, it is also true that such a principle cannot be applied directly in India, as caste discrimination still exists widely in India, and is quite different from racial discrimination. However, the current criteria for reservation, where the only factor is the class a person belongs to, can be changed. The criteria for reservation must also include other factors that judge the merits of a candidate, and not only the class a person belongs to. This, in the author’s opinion is the requirement of modern Indian Constitutional Law, which will help in achieving true equality.

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