What does bona fide occupational requirement?

As an employer, you may lawfully discriminate, based on an otherwise prohibited ground, if you can prove legitimate business reasons. However, you must be able to demonstrate that the workplace rule, policy, standard or criteria relied upon is a “bona fide occupational requirement.”

The Supreme Court of Canada has established a three-step test for determining that what seems like a discriminatory standard is instead a bona fide occupational requirement (BFOR). In order to prove that the standard is indeed a BFOR, the employer must demonstrate:

  1. that the employer adopted the standard for a purpose rationally connected to the performance of the job;
  2. that the employer adopted the particular standard in an honest and good faith belief that it was necessary to the fulfilment of that legitimate work-related purpose; and
  3. that the standard is reasonably necessary to the accomplishment of that legitimate work-related purpose.

This approach is based on the need to develop standards that accommodate the potential contributions of all employees without imposing undue hardship on the employer. This is known as the employer’s “duty to accommodate.” Unless no accommodation is possible without imposing undue hardship, the standard at question may not meet the BFOR threshold. Each step of this test is explored in further detail below.

STEP ONE – RATIONAL CONNECTION

The first step is intended to identify the general purpose of the standard at question and determine whether it is rationally connected to the performance of the job. The initial task is to determine what the standard is generally designed to achieve. For example, the ability to work safely and efficiently is a typical purpose at this stage, though there are many possible reasons that you might seek to impose a certain standard on your employees.

Essentially, at this stage in the test, you must ask yourself, “Why have I introduced this standard?” and, “What am I trying to achieve through the use of this standard?” The answer to these questions will illustrate the general purpose of the standard. Next, you must ask, “Is this purpose rationally connected to the performance of the job in question?”

STEP TWO – HONEST AND GOOD FAITH BELIEF

The employer must demonstrate that you honestly believed that adopting the particular standard was necessary to achieve your purpose. Furthermore, you must prove that you adopted the standard with no intention of discriminating against the claimant.

STEP THREE – REASONABLY NECESSARY

The third and final hurdle is to demonstrate that the standard is reasonably necessary for you to accomplish your purpose. In order to do so, you must establish that you cannot accommodate the claimant and others negatively affected by the standard without experiencing undue hardship. Employers have a duty to accommodate a disabled employee to the point of undue hardship. A variety of factors may be considered in assessing when the point of undue hardship has been met, including, but not limited to, the financial cost of such accommodations, the disruption of operations, and any health and safety concerns. Visit our articles on the duty to accommodate or the point of undue hardship for more information on these topics.

Information provided by Ryan Anderson, an employment lawyer with Mathews Dinsdale & Clark LLP. The information provided in this article is necessarily of a general nature and must not be regarded as legal advice. For more information about Mathews Dinsdale & Clark LLP, please visit mathewsdinsdale.com.

This article may not be republished without the express permission of the copyright owner identified in the article.

Bona fide occupational requirements

The law recognizes that, in certain circumstances, a limitation on individual rights may be reasonable and justifiable. Discrimination or exclusion may be allowed if an employer can show that a discriminatory standard, policy or rule is a necessary requirement of a job, that is, if it is a bona fide occupational requirement. For example:

  • In order to perform their jobs safely, persons employed as drivers require acceptable vision and an appropriate driver's licence.
  • Liquor store employees must be at least 18 years of age to sell liquor. There is no exception to this age requirement under Alberta legislation, thus creating a bona fide occupational requirement.

An employer can claim a bona fide occupational requirement if a complaint of discrimination is made against them. The onus is on the employer to show that it would be impossible to accommodate the employee without undue hardship. You can read more about undue hardship.

In 1999, the Supreme Court of Canada released the Meiorin decision (British Columbia (Public Service Employee Relations Commission) v. British Columbia Government and Service Employees' Union (B.C.G.S.E.U.) (1999) 35 C.H.R.R. D/257 (S.C.C.), which provides direction to employers as to whether a particular occupational requirement is reasonable and justifiable and therefore, a bona fide occupational requirement. In its decision, the Supreme Court outlined a new three-part test. The Meiorin test sets out an analysis for determining if an occupational requirement is justified. Once the complainant has shown the standard or requirement is prima facie (at first view) discriminatory, the employer must prove, on a balance of probabilities, the standard:

  • was adopted for a purpose that is rationally connected to job performance
  • was adopted in an honest and good faith belief that the standard is necessary for the fulfillment of that legitimate purpose
  • is reasonably necessary to accomplish that legitimate purpose-This requires the employer to demonstrate that it is impossible to accommodate the employee without the employer suffering undue hardship.

The test requires employers to accommodate or consider the capabilities of different members of society before adopting a bona fide occupational requirement. This does not mean that employers cannot set standards, but it does mean that the standards should reflect the requirements of the job.

Evaluation of a bona fide occupational requirement
To determine whether a policy or standard is discriminatory, an employer should ask:

  • Does the policy or standard treat an employee in a differential manner?
  • Is the differential treatment based on a prohibited ground?

If the answer to both questions is yes, then a prima facie case of discrimination is established. It is the responsibility of the employer to provide evidence that the standard or policy is a bona fide occupational requirement.

In order for a defence of a bona fide occupational requirement to be accepted as valid, the employer must prove that the requirement has all three characteristics described in the Meiorin test. In assessing a human rights complaint, the Commission will normally consider the following criteria for each characteristic.

  • Rational connection to the performance of the job
  • What is the purpose of the policy or standard-safety, efficiency, other? Evidence may include public statements or documents and internal documents that provide information about the work.
  • What are the objective requirements of the job? Evidence may involve identifying the jobs to which the policy or standard applies and identifying the duties involved in these jobs.
  • Is there a rational connection between the general purpose of the policy or standard and the objective requirements of the job?
  • Honest and good faith belief that the standard is necessary
  • What are the circumstances surrounding the adoption of the policy or standard?
  • When was the policy or standard created, by whom, and why?
  • What other considerations were included in the development of the policy or standard?
  • Reasonable necessity
  • Was the standard or policy based on assumptions about a particular group?
  • Is there evidence that the standard or policy treats a particular group more harshly than another without apparent justification?
  • Were alternate approaches considered before the standard or policy was adopted?
  • Is there any evidence the policy or standard was designed to minimize the burden on those required to comply?
  • Is there accommodation to the point of undue hardship?
  • Is it necessary for all employees to meet the standard or comply with the policy for the employer to accomplish its legitimate purpose?
  • Is there any evidence that the legitimate purpose could be accomplished through a less discriminatory approach?

The test is applied on an individual or case-by-case basis. An employer who meets the Meiorin test in one instance may not necessarily be able to rely on the same information in similar situations.

Reviewed: February 5, 2010

Our vision is a vibrant and inclusive Alberta where the rich diversity of people is celebrated and respected, and where everyone has the opportunity to fully participate in society, free from discrimination.

What qualifies as a bona fide occupational requirement?

A BFOR is a standard or rule that is integral to carrying out the requirements of a particular position within a workplace. For a standard to be a BFOR, an employer must establish that any accommodation or changes to that standard or rule would create an undue hardship.

What is a bona fide occupational requirement give an example?

A bona fide occupational requirement can generally be defined as a standard, rule, or factor that is essential to performing the duties of a particular position. For example, it may be a bona fide occupational requirement to have the ability to lift a certain amount of weight to work as a construction worker.

What is a bona fide occupational requirement quizlet?

What is a BFOQ? Employment qualifications that employers are allowed to consider while making decisions about hiring and retention of employees. The qualification should relate to an essential job duty and is considered necessary for operation of the particular business.

What is a bona fide occupational requirement in Canada?

An employer can claim a bona fide occupational requirement if a complaint of discrimination is made against them. The onus is on the employer to show that it would be impossible to accommodate the employee without undue hardship. You can read more about undue hardship.