The Problem: Define the problem you seek to solve.
Discuss the magnitude of the problem, why this is a problem that needs to be solved, who is affected by this problem, how it affects the larger society, and so on.
Just do some background research on the organizational reports you cite – make sure you know where their biases are, because it will affect how they report and interpret the numbers.
The Theory: The theoretical perspective the existing policy embodies or which underlying the new policy being proposed.
Explain how this theory sees the world and how/why this theory drives your recommendation.