MONARCH BAY

Monarch Bay is a 24 Hour Guard Gated community featuring 214 luxurious custom homes along the Southern Orange County Coastline. This prestigious neighborhood sits atop the pinnacle point of a bluff overlooking Salt Creek Beach, The Ritz Carlton Resort & The Dana Point Headlands.

 

Monarch Bay Homeowners enjoy several unique features including a private beach front clubhouse, beach front parking, Monarch Beach Resort Amenities and more.

 

The City Of Dana Point offers a unique coastal lifestyle combining small town charm and world renowned destinations all at your fingertips. Home to just over 34,000 residents, you will find an eclectic mix of culture, local businesses and entertainment throughout the city and surrounding areas. Whether you’re here to enjoy our average 275 Days Of Sunshine, Premier Tourist Destinations or Pristine Beaches, Dana Point and the community of Monarch Bay have copious amounts of activities for the whole family.

MONARCH BAY MAP®

MONARCH BAY DETAILS

  • Total Homes | 214
  • Oceanfront Homes | 21
  • Mall front Homes | 12
  • Homes Backing To PCH | 30
  • Homes Backing To Three Arch Bay | 20
  • Cul De Sacs | 6
  • Tennis Court | 1
  • Private Oceanfront Bay Club | 1
  • Bay Club Parking Spaces | 88
  • Bay Club Handicap Spaces | 5
  • 24 Hr. Guard Gated Entry Locations | 1
  • Monthly HOA Payments | $203 – 225 Average
  • Annual Bay Club Payment | $120
  • Average Land Lease Payment | $2700-3300
  • Fee Simple Homes Have No Land Lease Payment

MONARCH BAY HOMEOWNER BENEFITS

  • As a Monarch Bay Home Owner you will enjoy the following complimentary amenities at The Monarch Beach Resort & Bay Club.

 

  • Access to Monarch Bay Club, including beach host service and 25% off Food & Non-alcoholic beverages.

 

  • 15% Off Best Available Rate on overnight stays at Monarch Beach Resort.

 

  • 15% Off spa services at Miraval Life in Balance Spa.

 

  • 15% Off food and alcohol at Club 19, AVEO Table + Bar, Part + Parcel Market and Stonehill Tavern.

 

  • Tram Service, Athletic Club Access, The Kids Club and Resort Pools are only included by purchasing a Resort or Wellness membership. Please see the resort membership pages included in your buyers guide.

MONARCH BAY CLUB

With breathtaking beach views from an intimate patio seating, the Monarch Bay Club provides guests and members exclusive access to an unforgettable private dining experience. Savor fresh California-style cuisine, rich with global influence and prepared with quality ingredients from the best purveyors in the business. Savor char-grilled meats and just-caught seafood to the sounds of live music inside, or the rolling waves just steps away. Monarch Bay Club’s one-of-a-kind oceanfront setting provides the perfect atmosphere for enjoying a light Sunday brunch on the beach or a romantic dinner for two at sunset. Fire pits are also available to members for private parties on the sand. Complimentary transportation for members and resort guests to the Monarch Bay Club & Monarch Beach Resort is available by tram from early morning to late evening with a Monarch Beach Resort membership Plan.

DINING INFORMATION & HOURS

Monarch Bay Club is only open to resort guests and members. Reservations can be made by calling the Resort Experience planners at (949) 234-3900.

 

Cuisine Style: California Coastal
Setting: Oceanfront Restaurant, Bar & Outdoor Dining
Attire: Casual to formal

 

  • Lunch
    Monday – Saturday: 11:00 AM – 2:00 PM
  • Dinner
    Monday – Sunday: 5:00 PM – 9:00 PM
  • Sunday Brunch
    Sunday: 10:00 AM – 2:00 PM

LAND LEASE DETAILS

This summary is to provide a brief overview of the option to purchase the fee interest in 214 lot residential community known as Monarch Bay, which option is owned by the Monarch Bay Land Association (“MBLA”). 60% of Monarch Bay Residents currently have a sub-leasehold interest in their respective lots with another 40% of homes that are owned fee simple. For a complete understanding of the option, you should read the option agreement dated 9/2/88 in its entirety. Copies of this document are available through Lisa Klasky at Progressive Management 949.582.7770

MBLA is a nonprofit corporation owned by the residents of Monarch Bay. Each member interest is attached to each of the 214 residential units in Monarch Bay and not separately transferable. MBLA is a single purpose entity formed to acquire, hold and execute an option to purchase the entire fee interest in Monarch Bay on July, 1 2020 pursuant to the Option Agreement.

If the respective appraisers’ valuations are within 10%, the difference will be split and that average will be the agreed upon value (otherwise a third appraiser will be retained and the three appraisals averaged). MBLA will then purchase the 214 lots at 65% of that agreed upon value and in turn offer then existing home owners the right to buy their lot 65% of its appraised value, plus the allocated portion of any costs and expenses associated with MBLA’s exercise of the option and acquisition of Monarch Bay.

Once again, for complete accuracy you should read the option agreement in its entirety. If you or a prospective buyer have any questions, consult with your own legal and tax counsel.

Commencing in the year 2019, if MBLA and the current owner of the fee interest in the Monarch Bay (which are various family trusts) do not agree on an aggregate value for the fee interest in Monarch Bay, each will retain an appraiser. The Option Agreement provides that separate appraisals will be done on each of the 214 lots using the market data approach on a “finished lot” basis. What this means is that the appraiser will not take into account the value of single family dwellings, Monarch Bay Club improvements, attached and detached garages, swimming pools, spas, hot tubs, landscaping, tennis courts, fences, walls, guard houses and gates, but will be entitled to value certain infrastructure such as streets, utilities, sidewalks and other such improvements installed and all governmental approvals that would enable single family residences to be built and occupied on each lot.

The total value for Monarch Bay will be the sum of these 214 separate appraisals. Existing Monarch Bay amenities such as the tennis court area and Beach Club and parking lot will become common area owned pro rata by all homeowners and all of Monarch Bay shall be subject to CC&Rs administered by the Homeowners’ Association.

MONARCH BAY Q & A

Q1. What amenities are included as a Monarch Bay Home Owner?
A1. 24 Hour guard gated community, Monarch Bay Club access, 25% food & non alcoholic beverages at The Bay Club, dedicated host service at the beach, access to the neighborhood tennis court, access to the neighborhood playground area, private beach front parking at salt creek beach.

Q2. Can I lease my property as a short term rental in Monarch Bay?
A2. Currently there is a minimum 1 month lease term for all homes in Monarch Bay.

Q3. Can tenants use neighborhood amenities such as the Bay Club?
A3. A minimum 6 month lease is required to transfer neighborhood amenities to a lease tenant.

Q4. Are there any other discounts on Monarch Beach Resort Memberships offered to current and New Monarch Bay home owners?
A4. Contact the Monarch Bay Membership team for details and incentives to add a Resort or Wellness membership as an enhancement to your current Resident benefits.

Q5. Can guests use Monarch Bay’s neighborhood Amenities?
A5. Guests are permitted to use neighborhood amenities when they are accompanied by a Monarch Bay home owner.

Q6. What financing is available for Monarch Bay Homeowners?
A6. There is a current land lease agreement that expires in the year 2020 when home owners must purchase their land from the lease holder. Monarch Bay currently has approximately 40% fee simple homes (home owners who own their lots) & 60% lease hold (home owners who lease their lots). There are several lenders we can recommend for both forms of purchasing.

Q1. Can I purchase my land prior to the 2020 land lease expiration date?
A1. There is currently no opportunity to purchase your land before 2020.

Q2. How do I go about changing my guest information with the guardhouse?
A2. Monarch Bay utilizes a software system called dwellingLIVE. You can go online at www.dwellingLIVE.com to change your guest lists and add permanent and temporary guests.

Q3. I purchased a new vehicle and need a new decal, how do I obtain one?
A3. Please call Progressive Community Management at (949) 582-7770 to be provided with the decal.

Q4. Who is PF Consultants and why do I mail them my ground rent payment?
A4. PF Consultants is an entity owned by CalWestern Finance and they collect the ground rent payments from each lease and then disburse the proportionate amount to MMB, LLC and to Cal Western each quarter. Those owners that purchased their land in 2016 no longer are subject to ground rent payments.

Q5. My neighbor’s tree is blocking my ocean view but I don’t want to approach them. Will the Association help with this?
A5. Please see the Association’s Tree/View Policy for assistance. We ask that you make the initial contact with your neighbor pursuant to step 1 of the policy. This typically resolves the issue amicably; however, if further assistance is needed, please proceed with the following steps identified in the policy.

MONARCH BEACH RESORT MEMBERSHIPS

Elite membership is your key to Monarch Beach Resort, where happiness is written in the sand. This package extends access to the exclusive Monarch Bay Club and beach.

The new Miraval Life in Balance Spa offers world-class programming for mind, body and spirit. Indulge in revered icons in health, wellness, and top-tier conditioning from the spa to the sand as an Elite Member.

ELITE MEMBERSHIP BENEFITS

  • Privileged Access To Monarch Beach Resort
  • 20% Savings on annual resort events that honor our unique property; celebrate New Year’s Eve and Fourth of July with spectacular fireworks, Easter and Christmas with elaborate buffets and many more exclusive member events throughout the year
  • 20% Discount on drinks and dining at a robust array of outlets specializing in fresh interpretations of coastal cuisine served in an inviting and sophisticated setting including STONEHILL TAVERN, A Michael Mina Restaurant, Club 19, 33°North, Part & Parcel Market, AVEO Table + Bar and Sombra
  • Access to 20% savings on spa services and retail at Miraval Life in Balance Spa
  • 10% Off on-site Drybar salon services
  • Renewed experiences at our pristine Quiet Pool, Family Pool, Cabanas, Spa Lap Pool and expanded pool deck
  • Members receive a 20% savings on cabana rentals, subject to availability
  • 30% Reduction on preferred, unrestricted room rates for overnight accommodations
  • Use of our new, state-of-the-art Athletic Club and 20% discount on personal training
  • Reduced pricing on greens fees at the oceanfront Monarch Beach Golf Links
  • Complimentary valet parking at the resort
  • 20% Off Coastal Caterpillar Club rates
  • 8 Complimentary guest passes per membership year
  • Access To Monarch Bay Club
  • Inclusive of 2 parking decals for entrance to the Monarch Bay parking lot
  • 25% Discount on food and non-alcoholic beverages at Monarch Bay Club
  • Complimentary beach host service including chairs, towels and umbrellas
  • Beach fire rings and recreational equipment available to rent, including body boards, surfboards, and stand up paddle boards, inquire with beach hosts for current lesson rates.

Wellness Members enjoy privileged access to the fully re-imagined Monarch Beach Resort, Monarch Beach Golf Links, state-of-the-art Athletic Club, an array of new dining concepts, and the Miraval Life in Balance Spa.

Get active with 24-hour access to the Athletic Club, and preferred pricing on fitness classes at the revered Miraval Life in Balance Spa.

WELLNESS MEMBERSHIP
Privileged Access To Monarch Beach Resort

20% Off annual resort events that honor our unique property; enjoy unique Holiday programming, and exclusive member events throughout the year.
20% Off drinks and dining at a robust array of outlets specializing in fresh interpretations of coastal cuisine served in an inviting and sophisticated setting including STONEHILL TAVERN, A Michael Mina Restaurant, Club 19, 33°North, Part & Parcel Market, AVEO Table + Bar and Sombra.
20% Off spa services and retail at Miraval Life in Balance Spa.
10% Off on-site Drybar salon services.
Use of our new, state-of-the-art fitness center and 20% off personal training and classes.

Reduced pricing on greens fees at the oceanfront Monarch Beach Golf Links
Complimentary valet parking at the resort.

RESORT MEMBERSHIP BENEFITS

Re-imagined resort amenities. New diversions. Your coastal club.
To recapture the essence and sophistication of Southern California, the resort recently completed a full transformation. Our pool, fitness, spa and dining options have reawakened with new life. As a member, you will receive exclusive access to our resort events as well as privileged pricing resort-wide.

 

Resort Membership Benefits
Resort Members enjoy privileged access to the fully re-imagined Monarch Beach Resort, Monarch Beach Golf Links, state-of-the-art Athletic Club, an array of new dining concepts, and the Miraval Life in Balance Spa.

 

Get active with 24-hour access to the Athletic Club, and preferred pricing on fitness classes at the revered Miraval Life in Balance Spa.

 

Craft new memories at the Club with regular social events, including family and wellness programs. Soak up the Southern California sun at resort pools overlooking the ocean.

 

Take pleasure in resort amenities, including the Miraval Life in Balance spa, state-of-the-art Athletic Club, and seven innovative restaurants at Orange County’s premiere Five-Diamond resort.

UNLIMITED GOLF MEMBERSHIP

CALL MONARCH BEACH RESORT MEMBERSHIP FOR FURTHER DETAILS. PRICING MAY BE SUBJECT TO CHANGE, SOME RESORT PRIVILEGES ARE AVAILABLE TO MONARCH BAY HOME OWNERS FREE OF COST.

 

Tee it up year-round as a Golf member at our Club. Enjoy unlimited green fees on our award-winning, 18-hole championship Robert Trent Jones, Jr. golf course.

 

Whether you are a golf enthusiast, looking for a place to entertain clients, or interested in camaraderie and connections through Monarch Beach Golf Link’s regular tournaments and programs (for men, women, and juniors), our Unlimited Golf membership has something for everyone.

 

Individual, Couple, and Family Golf Memberships available.

UNLIMITED GOLF MEMBERSHIP

  • PRICED FROM $7,000 ANNUALLY
    Privileged Access To Monarch Beach Golf Links

 

  • Unlimited Complimentary Green fees.
  • Complimentary Cart fees.
  • Up to 14 Day Advance Tee Times.
  • Preferred Royal Club pricing on accompanied guest fees (up to 7 guests)
  • between $89 – $115 primetime, and $59 – $74 twilight.
  • Complimentary 45-minute lesson with one of our seasoned PGA Professionals.
  • 25% Off golf lessons.
  • 20% Off regularly priced apparel in Golf Lifestyle shop.
  • 10% Off regularly priced hard goods in Golf Lifestyle shop.
  • 15% Off Food & Alcohol at Club 19, Monarch Café, Part + Parcel, AVEO Table + Bar, and Stonehill Tavern.
  • 15% Off Best Available Rate for guest-rooms at Monarch Beach Resort.
  • SCGA handicap included.
  • Ability to compete in tournaments and qualify throughout the year, including a Team Championship.
  • Access to a wide array of social events for adults and families at The Club.

LOCAL AMENITY CONTACTS

  • Monarch Beach Resort 949.243.3200
  • Links at Monarch Beach 949.240.8247
  • Monarch Bay Beach Club 949.234.3330
  • El Niguel Country Club 949.496.5767
  • Laguna Niguel Racquet Club 949.496.4665
  • The Ritz Carlton 949.240.2000
  • The UPS Store 949.481.9253
  • Monarch Bay Dry Cleaners 949.496.5124

LOCAL SERVICES

  • Dana Point Post Office 949.661.8125
  • Animal Control 949.492-1617
  • City of Dana Point 949.248.3500
  • Sheriffs Department 949.425.1800
  • Vector Control 714.971.2421

MONARCH BAY UTILITIES

  • Cable TV – Cox Communications 949.240.1212
  • Electricity – SDG&E (800) 411.7343
  • Garbage – CR&R 949.728.3440
  • Gas – So. Cal. Gas Company 1.800.427.2200
  • Street Lights Out (SDG&E) 1.858.654.1216
  • Telephone – Verizon 1.800.837.4966
  • Water – South Coast Water 949.499.4555
  • Emergency – 911

 

MONARCH BAY CONTACT INFO

Progressive Community Management
Community Manager | Lisa Klasky

  • P | 949-582-7770
  • E | LisaK@ProgressiveCM.com
  • E | Info@ProgressiveCM.com
  • E | Accounting@ProgressiveCM.com
  • F | 949-582-7796

HOA ADDRESS

27405 Puerta Real, Suite 300
Mission, Viejo, CA 92691

PF Consultants (Lease Collection)
714.572.9787

WEBSITE
http://www.progressivecm.com/monarchbay/index.html

 

MAINTENANCE REQUESTS
http://www.progressivecm.com/monarchbay/topbar/mbaserv.html

 

MANAGE YOUR HOMEOWNER ACCOUNT
http://www.progressivecm.com/monarchbay/ePaySt2/index.html

MONARCH BAY MAP

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